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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
AssetMark Inc
101
AssetMark Inc
California
$3.53M
WIA
102
World Investment Advisors
California
$3.5M
SCA
103
Snowden Capital Advisors
New York
$3.49M
DWM
104
Darwin Wealth Management
Florida
$3.49M
ACA
105
Aptus Capital Advisors
Alabama
$3.4M
GWANC
106
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.4M
FFA
107
Farther Finance Advisors
California
$3.33M
SPC
108
Sigma Planning Corp
Michigan
$3.3M
Comerica Bank
109
Comerica Bank
Texas
$3.27M
CFS
110
Cannon Financial Strategists
Georgia
$3.27M
BWM
111
BCGM Wealth Management
Indiana
$3.24M
EH
112
Equitable Holdings
New York
$3.2M
Betterment LLC
113
Betterment LLC
New York
$3.15M
OC
114
Oppenheimer & Co
New York
$3.09M
GSEP
115
Golden State Equity Partners
California
$2.99M
BCP
116
Blackhawk Capital Partners
Wisconsin
$2.98M
SWM
117
Spire Wealth Management
Virginia
$2.96M
PA
118
PFG Advisors
Arizona
$2.94M
MMA
119
Miracle Mile Advisors
California
$2.92M
IF
120
Intrua Financial
Texas
$2.88M
WIM
121
Westside Investment Management
California
$2.77M
CIA
122
Concurrent Investment Advisors
Florida
$2.76M
Bank of New York Mellon
123
Bank of New York Mellon
New York
$2.7M
OPS
124
Orion Portfolio Solutions
Nebraska
$2.68M
BCI
125
Brinker Capital Investments
Pennsylvania
$2.68M