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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
326
Mattern Wealth Management
Kansas
-$9.64M -179,947 Closed
LA
327
LexAurum Advisors
Kansas
-$3.3M -61,586 Closed
IAIM
328
International Assets Investment Management
Florida
-$1.33M -52,588 Closed
BBA
329
Braun-Bostich & Associates
Pennsylvania
-$1.98M -36,983 Closed
PPW
330
Pasadena Private Wealth
California
-$1.94M -36,228 Closed
SS
331
Simplicity Solutions
Minnesota
-$1.59M -29,766 Closed
CSPIA
332
Cary Street Partners Investment Advisory
Virginia
-$789K -14,741 Closed
TC
333
Trilogy Capital
California
-$555K -10,358 Closed
PFA
334
Plotkin Financial Advisors
Maryland
-$493K -9,212 Closed
NDSI
335
Newman Dignan & Sheerar Inc
Rhode Island
-$482K -9,005 Closed
GRP
336
Global Retirement Partners
California
-$369K -6,892 Closed
MP
337
McDonald Partners
Ohio
-$356K -6,646 Closed
BW
338
Bison Wealth
Georgia
-$294K -5,481 Closed
AWE
339
Avidian Wealth Enterprises
Texas
-$234K -4,369 Closed
SCA
340
Stonebridge Capital Advisors
Minnesota
-$26K -479 Closed
JMF
341
Johnson Midwest Financial
Iowa
-$24K -451 Closed
FA
342
Flagstar Advisors
New York
-$22K -413 Closed
APWA
343
Atlas Private Wealth Advisors
New Jersey
-$19K -355 Closed
RE
344
RBC Europe
United Kingdom
-$9.26K -173 Closed
CTC
345
Central Trust Company
Missouri
-$8K -156 Closed
CI
346
Cordant Inc
Oregon
-$7K -125 Closed
SFPG
347
Stonebridge Financial Planning Group
Florida
-$7K -125 Closed
JCM
348
Jacobi Capital Management
Pennsylvania
-$2K -45 Closed