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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
ASN
201
Advisory Services Network
Georgia
$602K
PCS
202
Private Client Services
Kentucky
$597K
AWG
203
Altus Wealth Group
Colorado
$596K
BWA
204
BlueChip Wealth Advisors
Georgia
$578K
CCA
205
Cottonwood Capital Advisors
Utah
$564K
TWM
206
TCFG Wealth Management
California
$555K
MWM
207
Modern Wealth Management
Kansas
$544K
SAI
208
Savvy Advisors Inc
New York
$530K
PTC
209
Private Trust Company
Ohio
$522K
CIAS
210
Capital Investment Advisory Services
North Carolina
$518K
VC
211
Vicus Capital
Pennsylvania
$498K
KLCM
212
KG&L Capital Management
Louisiana
$476K
QWM
213
Quadcap Wealth Management
Texas
$475K
WS
214
Wedbush Securities
California
$470K
US Bancorp
215
US Bancorp
Minnesota
$429K
LWM
216
Lighthouse Wealth Management
Ohio
$419K
NG
217
Novem Group
New York
$418K
MMA
218
Miracle Mile Advisors
California
$415K
FFN
219
Focus Financial Network
Minnesota
$413K
AWM
220
Apollon Wealth Management
South Carolina
$405K
FHC
221
First Heartland Consultants
Missouri
$395K
HF
222
HRT Financial
New York
$393K
GRP
223
Global Retirement Partners
California
$386K
PS
224
Principal Securities
Iowa
$384K
Citigroup
225
Citigroup
New York
$382K