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First Trust Smith Opportunistic Fixed Income ETF

323 hedge funds and large institutions have $4.02B invested in First Trust Smith Opportunistic Fixed Income ETF in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 120 increasing their positions, 114 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 24

12% more funds holding

Funds holding: 288323 (+35)

11% more capital invested

Capital invested by funds: $3.63B → $4.02B (+$384M)

8.18% more ownership

Funds ownership: 68.53%76.71% (+8.2%)

8% more funds holding in top 10

Funds holding in top 10: 3841 (+3)

5% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 114

Holders
323
Holders Change
+35
Holders Change %
+12.15%
% of All Funds
4.97%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.63%
New
65
Increased
120
Reduced
114
Closed
24
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
226
Source Financial Advisors
New York
$809K -$24.8K -465 -3%
TC
227
TownSquare Capital
Utah
$775K +$26.8K +502 +4%
TPWA
228
TRUE Private Wealth Advisors
Oregon
$763K -$38.3K -718 -5%
PGWM
229
Pitti Group Wealth Management
New York
$756K +$758K +14,206 New
RCM
230
Raleigh Capital Management
North Carolina
$752K +$754K +14,134 New
AWM
231
Apollon Wealth Management
South Carolina
$727K +$729K +13,663 New
PA
232
Pinnacle Associates
New York
$714K +$327K +6,135 +84%
PTC
233
Private Trust Company
Ohio
$690K +$34.4K +645 +5%
TNBTD
234
Trustmark National Bank Trust Department
Mississippi
$681K
BRWM
235
B. Riley Wealth Management
Tennessee
$675K -$400K -7,506 -37%
AC
236
Avestar Capital
New York
$661K +$164K +3,079 +33%
RJT
237
Raymond James Trust
Florida
$648K -$105K -1,967 -14%
CRI
238
Colonial River Investments
Virginia
$624K +$625K +11,722 New
AWG
239
Altus Wealth Group
Colorado
$609K -$21.7K -406 -3%
EL
240
EQ LLC
Washington
$605K -$37.3K -699 -6%
Koshinski Asset Management
241
Koshinski Asset Management
Illinois
$591K -$53 -1 -0%
MWM
242
Meridian Wealth Management
Kentucky
$568K +$36.5K +685 +7%
BRWA
243
B. Riley Wealth Advisors
Florida
$561K -$133K -2,499 -19%
PWM
244
Purus Wealth Management
California
$510K +$511K +9,583 New
JWCA
245
J.W. Cole Advisors
Florida
$474K +$475K +8,909 New
FHA
246
Flagship Harbor Advisors
Massachusetts
$471K +$65.2K +1,222 +16%
VAS
247
Vestmark Advisory Solutions
Massachusetts
$469K +$38.2K +717 +9%
PWMAG
248
Pinnacle Wealth Management Advisory Group
New Jersey
$464K +$465K +8,725 New
AAM
249
Advisors Asset Management
Colorado
$442K -$37.6K -705 -8%
TA
250
TrueWealth Advisors
Alabama
$435K +$436K +8,173 New