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First Trust Smith Opportunistic Fixed Income ETF

330 hedge funds and large institutions have $3.08B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 192 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

33% less funds holding in top 10

Funds holding in top 10: 2718 (-9)

43% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 37

53% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 192

Holders
330
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.48M
Puts
$925K
Net Calls
Net Calls Change

Top Sellers

1 -$73.2M
2 -$65.4M
3 -$57.3M
4
LPL Financial
LPL Financial
California
-$48.1M
5
Morgan Stanley
Morgan Stanley
New York
-$41.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
76
Creekmur Asset Management
Illinois
$5.37M
PAG
77
Private Advisor Group
New Jersey
$5.34M
ACM
78
Andina Capital Management
Utah
$5.26M
EFL
79
ERn Financial LLC
Wisconsin
$5.21M
IWC
80
Integrated Wealth Concepts
Massachusetts
$4.7M
OMC
81
Old Mission Capital
Illinois
$4.64M
SP
82
Sequent Planning
Nebraska
$4.62M
BI
83
Bramshill Investments
Florida
$4.6M
UWM
84
USAdvisors Wealth Management
Minnesota
$4.56M
SEIA
85
Signature Estate & Investment Advisors
California
$4.52M
BEI
86
Benjamin Edwards Inc
Missouri
$4.39M
VWA
87
Visionary Wealth Advisors
Illinois
$4.19M
ATPW
88
Ashton Thomas Private Wealth
Arizona
$4.09M
CG
89
CFO4Life Group
Texas
$4.05M
HAS
90
HBW Advisory Services
California
$3.93M
AIC
91
Archer Investment Corporation
Indiana
$3.91M
CP
92
Capital Planning
Washington
$3.88M
FHA
93
First Horizon Advisors
Tennessee
$3.87M
NFG
94
Nations Financial Group
Iowa
$3.85M
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$3.8M
FCM
96
Family Capital Management
Michigan
$3.76M
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$3.71M
KWS
98
Keystone Wealth Services
California
$3.61M
MA
99
Mutual Advisors
Nebraska
$3.61M
FA
100
Fagan Associates
New York
$3.6M