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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
ATPW
76
Ashton Thomas Private Wealth
Arizona
$3.99M
NFG
77
Nations Financial Group
Iowa
$3.98M
AIC
78
Archer Investment Corporation
Indiana
$3.97M
FCM
79
Family Capital Management
Michigan
$3.85M
EH
80
Equitable Holdings
New York
$3.62M
KWS
81
Keystone Wealth Services
California
$3.61M
MA
82
Mutual Advisors
Nebraska
$3.61M
CG
83
CFO4Life Group
Texas
$3.61M
ACA
84
Aptus Capital Advisors
Alabama
$3.59M
GWANC
85
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.58M
FA
86
Fagan Associates
New York
$3.52M
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$3.42M
AFA
88
American Financial Advisors
Georgia
$3.42M
DWM
89
Darwin Wealth Management
Florida
$3.39M
EWA
90
EP Wealth Advisors
California
$3.37M
SCA
91
Snowden Capital Advisors
New York
$3.37M
VWA
92
Visionary Wealth Advisors
Illinois
$3.32M
BWM
93
BCGM Wealth Management
Indiana
$3.32M
Betterment LLC
94
Betterment LLC
New York
$3.27M
WIA
95
World Investment Advisors
California
$3.25M
HIS
96
Harvest Investment Services
Illinois
$3.23M
BCP
97
Blackhawk Capital Partners
Wisconsin
$3.18M
CW
98
CreativeOne Wealth
Kansas
$2.96M
WIM
99
Westside Investment Management
California
$2.92M
OC
100
Oppenheimer & Co
New York
$2.87M