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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
AWM
126
AE Wealth Management
Kansas
$2.68M
FFG
127
First Financial Group
North Carolina
$2.67M
LSIA
128
LaSalle St. Investment Advisors
Illinois
$2.6M
Goldman Sachs
129
Goldman Sachs
New York
$2.59M
DADC
130
D.A. Davidson & Co
Montana
$2.57M
GVCM
131
Global View Capital Management
Wisconsin
$2.57M
HIS
132
Harvest Investment Services
Illinois
$2.5M
CAG
133
Csenge Advisory Group
Florida
$2.39M
CCB
134
Cutter & Co Brokerage
Missouri
$2.39M
GSWM
135
Golden State Wealth Management
California
$2.36M
RA
136
RFG Advisory
Alabama
$2.31M
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$2.26M
CWA
138
Crux Wealth Advisors
California
$2.25M
RFN
139
RDA Financial Network
Iowa
$2.18M
GWP
140
Gateway Wealth Partners
Wisconsin
$2.18M
MOS
141
MGO One Seven
Ohio
$2.11M
GIA
142
Gladstone Institutional Advisory
Florida
$2.09M
RPGK
143
Retirement Planning Group (Kansas)
Kansas
$2.08M
WIP
144
WealthCare Investment Partners
Rhode Island
$2.06M
IWM
145
Iams Wealth Management
Nebraska
$2.02M
MW
146
Maia Wealth
Colorado
$2.02M
PFA
147
Pinnacle Family Advisors
Missouri
$2M
IWA
148
Inspirion Wealth Advisors
Illinois
$1.99M
USCWA
149
U.S. Capital Wealth Advisors
Texas
$1.95M
SWMG
150
Signature Wealth Management Group
Georgia
$1.89M