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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
PWP
251
Principle Wealth Partners
Connecticut
$394K -$67.1K -1,257 -15%
WCFA
252
Walkner Condon Financial Advisors
Wisconsin
$388K -$5.77M -108,123 -94%
Renaissance Technologies
253
Renaissance Technologies
New York
$383K +$384K +7,200 New
OC
254
Oppenheimer & Co
New York
$380K -$54.8K -1,028 -13%
PWA
255
PCG Wealth Advisors
Kansas
$374K +$365K +6,851 New
WS
256
Wedbush Securities
California
$363K +$16.6K +312 +5%
UCFA
257
United Capital Financial Advisors
Texas
$344K -$156K -2,932 -31%
AWMS
258
Advocacy Wealth Management Services
Georgia
$341K -$103K -1,922 -23%
WP
259
WealthShield Partners
North Carolina
$341K -$30.5K -571 -8%
DI
260
DFPG Investments
Utah
$335K +$113K +2,113 +49%
GCA
261
Genesee Capital Advisors
New York
$331K -$14.2K -266 -4%
CFD
262
Creative Financial Designs
Indiana
$305K +$122K +2,289 +66%
HAS
263
HBW Advisory Services
California
$299K -$67.6K -1,267 -18%
AIP
264
Ahrens Investment Partners
Louisiana
$292K -$18.8K -353 -6%
IWP
265
Insight Wealth Partners
Texas
$289K
EWM
266
EPG Wealth Management
Georgia
$281K +$533 +10 +0.2%
GWSG
267
GPS Wealth Strategies Group
Colorado
$275K
PMG
268
ProVise Management Group
Florida
$273K -$40.7K -763 -13%
CMS
269
Capital Market Strategies
Florida
$272K +$273K +5,112 New
MOS
270
MGO One Seven
Ohio
$269K +$3.04K +57 +1%
SIM
271
Stratos Investment Management
Ohio
$266K -$198K -3,710 -43%
PPP
272
Private Portfolio Partners
New Jersey
$256K -$99.4K -1,864 -28%
WAP
273
Wealthcare Advisory Partners
Pennsylvania
$253K -$89.5K -1,678 -26%
DWP
274
Destiny Wealth Partners
Florida
$250K
FM
275
Family Management
New York
$242K