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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
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$2.03M
IF
127
Intrua Financial
Texas
$2.01M
USCWA
128
U.S. Capital Wealth Advisors
Texas
$1.93M
IWA
129
Inspirion Wealth Advisors
Illinois
$1.93M
IWC
130
Integrated Wealth Concepts
Massachusetts
$1.9M
MW
131
Maia Wealth
Colorado
$1.89M
IWM
132
Iams Wealth Management
Nebraska
$1.88M
SWMG
133
Signature Wealth Management Group
Georgia
$1.87M
CFD
134
Creative Financial Designs
Indiana
$1.66M
BFG
135
Beacon Financial Group
Texas
$1.65M
QFW
136
QTR Family Wealth
Florida
$1.64M
AWA
137
Acorn Wealth Advisors
Michigan
$1.64M
NC
138
NewSquare Capital
Pennsylvania
$1.63M
GIA
139
Gladstone Institutional Advisory
Florida
$1.6M
IA
140
IFG Advisory
Georgia
$1.58M
HWA
141
HCR Wealth Advisors
California
$1.55M
BI
142
Bramshill Investments
Florida
$1.51M
WWM
143
Western Wealth Management
Colorado
$1.5M
BPA
144
Beacon Pointe Advisors
California
$1.49M
CAP
145
Columbia Advisory Partners
Washington
$1.47M
ACM
146
Andina Capital Management
Utah
$1.45M
PAS
147
Park Avenue Securities
New York
$1.42M
ACM
148
Advance Capital Management
Michigan
$1.41M
WMA
149
West Michigan Advisors
Michigan
$1.41M
PFA
150
Pinnacle Family Advisors
Missouri
$1.35M