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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
301
$204K
302
$203K
303
$202K
304
$189K
305
$156K
306
$146K
307
$134K
308
$131K
309
$129K
310
$124K
311
$120K
312
$110K
313
$100K
314
$100K
315
$90.1K
316
$67.6K
317
$64.2K
318
$49.4K
319
$47.5K
320
$36K
321
$34.6K
322
$32K
323
$27K
324
$24.8K
325
$21.4K