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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
SA
276
Scarborough Advisors
Maryland
$242K +$243K +4,551 New
MCCP
277
Mission Creek Capital Partners
California
$239K
VC
278
Vicus Capital
Pennsylvania
$226K +$231K +4,339 New
JP Morgan Chase
279
JP Morgan Chase
New York
$224K +$144K +2,705 +180%
MFG
280
Mission Financial Group
Nevada
$215K +$259K +4,847 New
LSA
281
Lion Street Advisors
Texas
$214K +$53 +1 +0%
HA
282
Herold Advisors
New York
$212K
KAM
283
Knightsbridge Asset Management
California
$212K +$212K +3,978 New
First Trust Advisors
284
First Trust Advisors
Illinois
$211K +$3.73K +70 +2%
RA
285
Rise Advisors
New York
$197K +$197K +3,693 New
LAS
286
Lloyd Advisory Services
Georgia
$182K +$21.2K +398 +13%
BEI
287
Benjamin Edwards Inc
Missouri
$171K -$19.8K -372 -10%
CWA
288
Clearview Wealth Advisors
Oregon
$164K -$373 -7 -0.2%
TFS
289
TrustCore Financial Services
Tennessee
$162K -$15.6K -293 -9%
HNB
290
Huntington National Bank
Ohio
$153K
AWM
291
Avior Wealth Management
Nebraska
$145K +$146K +2,732 New
PNC Financial Services Group
292
PNC Financial Services Group
Pennsylvania
$127K -$62.7K -1,175 -33%
GEA
293
Glen Eagle Advisors
New Jersey
$117K
CIR
294
Clear Investment Research
Georgia
$109K -$3.41K -64 -3%
TCWM
295
Total Clarity Wealth Management
Illinois
$97K
TSWM
296
Tyler-Stone Wealth Management
Ohio
$80K +$80K +1,500 New
CWS
297
Confluence Wealth Services
Pennsylvania
$70K +$70.4K +1,320 New
FCA
298
FinTrust Capital Advisors
South Carolina
$53K
PB
299
Pinnacle Bancorp
Nebraska
$53K
MIM
300
MTM Investment Management
South Carolina
$49K +$49.1K +921 New