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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
ACG
151
Allen Capital Group
Nebraska
$1.32M
GWP
152
Gateway Wealth Partners
Wisconsin
$1.28M
AFP
153
Ausdal Financial Partners
Iowa
$1.25M
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$1.25M
BCM
155
Brookstone Capital Management
Illinois
$1.24M
IWM
156
IHT Wealth Management
Illinois
$1.19M
CF
157
Claris Financial
Virginia
$1.18M
RIS
158
Richmond Investment Services
Wisconsin
$1.17M
FIA
159
Foundations Investment Advisors
Arizona
$1.16M
Envestnet Portfolio Solutions
160
Envestnet Portfolio Solutions
Illinois
$1.16M
KPWS
161
Kestra Private Wealth Services
Texas
$1.12M
CWP
162
Cyndeo Wealth Partners
Florida
$1.09M
UAG
163
United Advisor Group
Ohio
$1.07M
Creative Planning
164
Creative Planning
Kansas
$1.06M
WWA
165
WCG Wealth Advisors
Nevada
$1.05M
CL
166
CLG LLC
California
$1.04M
WA
167
Waverly Advisors
Alabama
$1.03M
CA
168
Cambridge Advisors
Nebraska
$993K
CCFM
169
Clear Creek Financial Management
Washington
$985K
CCM
170
Condor Capital Management
New Jersey
$969K
MWM
171
Maridea Wealth Management
New York
$956K
FAIM
172
Financial Advocates Investment Management
Washington
$920K
EL
173
EQ LLC
Washington
$912K
LFA
174
Laraway Financial Advisors
Minnesota
$910K
HIW
175
Holos Integrated Wealth
Pennsylvania
$902K