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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
GA
201
GSG Advisors
New Jersey
$773K
LMKC
202
L.M. Kohn & Company
Ohio
$756K
CAM
203
Cozad Asset Management
Illinois
$738K
FFS
204
Founders Financial Securities
Maryland
$719K
DAS
205
Diversify Advisory Services
Utah
$715K
WFA
206
WMG Financial Advisors
Tennessee
$714K
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$713K
GWSG
208
GPS Wealth Strategies Group
Colorado
$708K
IAN
209
Integrated Advisors Network
Texas
$679K
PB
210
Pinnacle Bancorp
Nebraska
$673K
CA
211
CoreCap Advisors
Michigan
$655K
PWM
212
Perigon Wealth Management
California
$655K
LCM
213
Lunt Capital Management
Utah
$645K
PCS
214
Private Client Services
Kentucky
$637K
NS
215
NBC Securities
Alabama
$626K
PTC
216
Private Trust Company
Ohio
$621K
TWM
217
TCFG Wealth Management
California
$613K
AWG
218
Altus Wealth Group
Colorado
$606K
EW
219
Entruity Wealth
California
$602K
SAI
220
Savvy Advisors Inc
New York
$583K
CCA
221
Cottonwood Capital Advisors
Utah
$580K
RIS
222
Richmond Investment Services
Wisconsin
$579K
BWA
223
BlueChip Wealth Advisors
Georgia
$577K
MWM
224
Modern Wealth Management
Kansas
$540K
AWM
225
Apollon Wealth Management
South Carolina
$527K