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First Trust Smith Opportunistic Fixed Income ETF

344 hedge funds and large institutions have $4.57B invested in First Trust Smith Opportunistic Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 142 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

4% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 142

Holders
344
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$407M
2 +$88.7M
3 +$58.6M
4
LPL Financial
LPL Financial
California
+$38.2M
5
HighTower Advisors
HighTower Advisors
Illinois
+$35.6M

Top Sellers

1 -$42.3M
2 -$39.9M
3 -$25.1M
4
Osaic Holdings
Osaic Holdings
Arizona
-$23.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
276
$319K
277
$306K
278
$303K
279
$301K
280
$299K
281
$294K
282
$279K
283
$271K
284
$267K
285
$264K
286
$254K
287
$254K
288
$251K
289
$250K
290
$249K
291
$247K
292
$240K
293
$235K
294
$225K
295
$221K
296
$219K
297
$216K
298
$216K
299
$214K
300
$213K