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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
MWM
301
Mascoma Wealth Management
New Hampshire
$43K -$5.33K -100 -11%
SWM
302
Sugarloaf Wealth Management
Georgia
$19K -$18.9K -355 -50%
TWP
303
TFO Wealth Partners
Ohio
$18K +$17.7K +332 New
AWM
304
Accel Wealth Management
Iowa
$16K -$46.7K -875 -74%
BAM
305
Bellevue Asset Management
Washington
$16K +$960 +18 +6%
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$14K -$15K -281 -51%
FHC
307
First Heartland Consultants
Missouri
$13.5K +$797K +14,942 +6%
CAL
308
Capital Analysts LLC
Pennsylvania
$13K
FRA
309
Front Row Advisors
California
$12K
HI
310
Hudock Inc
Pennsylvania
$10K -$1.49K -28 -12%
GI
311
Gradient Investments
Minnesota
$10K +$10.3K +193 New
HS
312
Horan Securities
United States
$10K +$10.5K +196 New
CMA
313
Cedar Mountain Advisors
Oregon
$9K
LWMNY
314
Landmark Wealth Management (New York)
New York
$9K +$8.8M +165,006 New
SFM
315
Signet Financial Management
New Jersey
$8K +$8K +150 New
GWS
316
Glassman Wealth Services
Virginia
$7K
SWM
317
Selective Wealth Management
Virginia
$7K +$6.72K +126 New
CWP
318
Concord Wealth Partners
Virginia
$6K +$6.13K +115 New
PA
319
PSI Advisors
Florida
$5K
HFS
320
Hantz Financial Services
Michigan
$5K +$4.59K +86 New
PFA
321
Professional Financial Advisors
Nebraska
$3K
S
322
SignatureFD
Georgia
$2K -$48K -900 -96%
PFGIA
323
Patriot Financial Group Insurance Agency
Massachusetts
$1K
BBHC
324
Brown Brothers Harriman & Co
New York
$6
AWM
325
Affinity Wealth Management
Delaware
-$25.2M -470,110 Closed