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First Trust Smith Opportunistic Fixed Income ETF

306 hedge funds and large institutions have $2.55B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 95 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

44% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 171

60% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 35

Holders
306
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.53M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$6.25M
LWMNY
52
Landmark Wealth Management (New York)
New York
$6.01M
OMC
53
Old Mission Capital
Illinois
$5.98M
First Trust Advisors
54
First Trust Advisors
Illinois
$5.94M
CF
55
Centaurus Financial
California
$5.8M
HFS
56
Howard Financial Services
Texas
$5.66M
AWM
57
Axxcess Wealth Management
California
$5.55M
SWP
58
Stratos Wealth Partners
Ohio
$5.49M
SOS
59
Silver Oak Securities
Tennessee
$5.39M
BEI
60
Benjamin Edwards Inc
Missouri
$5.33M
EFL
61
ERn Financial LLC
Wisconsin
$5.3M
CAS
62
Coppell Advisory Solutions
Texas
$5.25M
BAWM
63
Bennett Associates Wealth Management
Pennsylvania
$5.22M
PAG
64
Private Advisor Group
New Jersey
$5.11M
CWM
65
Cornerstone Wealth Management
Missouri
$5.09M
FPWM
66
FSB Premier Wealth Management
Iowa
$5.07M
FTUS
67
Flow Traders U.S.
New York
$4.7M
SP
68
Sequent Planning
Nebraska
$4.68M
UWM
69
USAdvisors Wealth Management
Minnesota
$4.5M
KWM
70
Kingsview Wealth Management
Oregon
$4.48M
SEIA
71
Signature Estate & Investment Advisors
California
$4.27M
CP
72
Capital Planning
Washington
$4.08M
FHA
73
First Horizon Advisors
Tennessee
$4.08M
AssetMark Inc
74
AssetMark Inc
California
$4.03M
HAS
75
HBW Advisory Services
California
$4.01M