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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
GSEP
101
Golden State Equity Partners
California
$2.81M
Bank of New York Mellon
102
Bank of New York Mellon
New York
$2.81M
CIA
103
Concurrent Investment Advisors
Florida
$2.8M
CFS
104
Cannon Financial Strategists
Georgia
$2.73M
FFA
105
Farther Finance Advisors
California
$2.7M
FFG
106
First Financial Group
North Carolina
$2.57M
GVCM
107
Global View Capital Management
Wisconsin
$2.55M
Comerica Bank
108
Comerica Bank
Texas
$2.51M
SPC
109
Sigma Planning Corp
Michigan
$2.5M
RA
110
RFG Advisory
Alabama
$2.49M
LSIA
111
LaSalle St. Investment Advisors
Illinois
$2.48M
RPGK
112
Retirement Planning Group (Kansas)
Kansas
$2.45M
BCI
113
Brinker Capital Investments
Pennsylvania
$2.39M
AAS
114
Ameritas Advisory Services
Nebraska
$2.37M
CAG
115
Csenge Advisory Group
Florida
$2.36M
PA
116
PFG Advisors
Arizona
$2.32M
SPIA
117
Steward Partners Investment Advisory
New York
$2.31M
CWP
118
Core Wealth Partners
California
$2.28M
RFN
119
RDA Financial Network
Iowa
$2.28M
GSWM
120
Golden State Wealth Management
California
$2.27M
WIP
121
WealthCare Investment Partners
Rhode Island
$2.27M
AWM
122
AE Wealth Management
Kansas
$2.2M
DADC
123
D.A. Davidson & Co
Montana
$2.09M
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$2.06M
MOS
125
MGO One Seven
Ohio
$2.03M