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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
ACG
26
Allen Capital Group
Nebraska
$29.9M +$100K +1,876 +0.3%
NC
27
NewSquare Capital
Pennsylvania
$28.2M +$11.5M +216,425 +69%
Stifel Financial
28
Stifel Financial
Missouri
$28.1M +$5.18M +97,112 +22%
SFG
29
SNS Financial Group
Minnesota
$27.1M +$2.84M +53,223 +12%
AFA
30
American Financial Advisors
Georgia
$26.1M +$556K +10,414 +2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$24.6M -$1.47M -27,565 -6%
Citadel Advisors
32
Citadel Advisors
Florida
$23.4M +$22.8M +428,234 +3,628%
LFG
33
Larson Financial Group
Missouri
$22.2M +$4.53M +84,837 +26%
CG
34
CFO4Life Group
Texas
$21.8M +$2.66M +49,858 +14%
SFI
35
SPC Financial Inc
Maryland
$21.5M +$21.5M +403,596 New
EIA
36
Eldridge Investment Advisors
New Hampshire
$20M -$886K -16,601 -4%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$19.3M +$2.74M +51,428 +16%
B
38
Bensler
Washington
$18.6M +$18.7M +350,019 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$18.4M -$315K -5,901 -2%
DWM
40
Darwin Wealth Management
Florida
$17.9M -$5.29M -99,263 -22%
PWA
41
Peterson Wealth Advisors
Utah
$17.3M +$2.88M +54,023 +20%
JIP
42
Jaffetilchin Investment Partners
Florida
$17.2M +$428K +8,020 +3%
Jane Street
43
Jane Street
New York
$17M +$13.5M +253,418 +384%
SCM
44
Seascape Capital Management
New Hampshire
$16.7M +$76.7K +1,438 +0.5%
SFP
45
Sweet Financial Partners
Minnesota
$16.6M +$16.6M +311,339 New
HI
46
Harbour Investments
Wisconsin
$16.2M -$38M -711,617 -70%
IF
47
Intrua Financial
Texas
$16.2M +$806K +15,108 +5%
SWP
48
Stratos Wealth Partners
Ohio
$14.9M -$244K -4,582 -2%
IA
49
IFP Advisors
Florida
$14.8M -$427K -8,002 -3%
SWA
50
Stratos Wealth Advisors
Ohio
$14.7M -$7.94M -148,857 -35%