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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
QFW
151
QTR Family Wealth
Florida
$1.88M
CW
152
CreativeOne Wealth
Kansas
$1.82M
CCP
153
Clarity Capital Partners
California
$1.75M
IA
154
IFG Advisory
Georgia
$1.74M
CFD
155
Creative Financial Designs
Indiana
$1.71M
VC
156
Vicus Capital
Pennsylvania
$1.69M
Creative Planning
157
Creative Planning
Kansas
$1.68M
AWA
158
Acorn Wealth Advisors
Michigan
$1.66M
BFG
159
Beacon Financial Group
Texas
$1.66M
WWM
160
Western Wealth Management
Colorado
$1.59M
CAP
161
Columbia Advisory Partners
Washington
$1.57M
HWA
162
HCR Wealth Advisors
California
$1.55M
BPA
163
Beacon Pointe Advisors
California
$1.47M
ACM
164
Advance Capital Management
Michigan
$1.44M
WMA
165
West Michigan Advisors
Michigan
$1.4M
ACG
166
Allen Capital Group
Nebraska
$1.37M
BBL
167
Beck Bode LLC
Massachusetts
$1.37M
CF
168
Claris Financial
Virginia
$1.36M
NC
169
NewSquare Capital
Pennsylvania
$1.33M
CL
170
CLG LLC
California
$1.32M
SCM
171
Seascape Capital Management
New Hampshire
$1.32M
CA
172
Cambridge Advisors
Nebraska
$1.32M
IWM
173
IHT Wealth Management
Illinois
$1.28M
HIW
174
Holos Integrated Wealth
Pennsylvania
$1.19M
BCM
175
Brookstone Capital Management
Illinois
$1.17M