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First Trust Smith Opportunistic Fixed Income ETF
FIXD

283 hedge funds and large institutions have $3.61B invested in First Trust Smith Opportunistic Fixed Income ETF in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 145 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 22

88% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 77

12% more capital invested

Capital invested by funds: $3.21B → $3.61B (+$395M)

11% more funds holding in top 10

Funds holding in top 10: 36 → 40 (+4)

9% more funds holding

Funds holding: 260 → 283 (+23)

3.68% more ownership

Funds ownership: 68.5% → 72.18% (+3.7%)

Holders
283
Holders Change
+23
Holders Change %
+8.85%
% of All Funds
4.97%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.7%
New
49
Increased
145
Reduced
77
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$90M
2
HI
Horizon Investments
North Carolina
+$54.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$52.5M
4
AF
Allworth Financial
California
+$35.7M
5
RIG
RiverFront Investment Group
Virginia
+$32M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
-$56M
2
SS
Simplicity Solutions
Minnesota
-$32.4M
3
Bank of America
Bank of America
North Carolina
-$21.7M
4
IA
IFP Advisors
Florida
-$14.1M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$14.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
NNP
51
Nachman Norwood & Parrott
South Carolina
$14.8M +$2.96M +55,101 +25%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$14.2M +$4.15M +77,226 +41%
FAIM
53
Financial Advocates Investment Management
Washington
$13.8M +$664K +12,344 +5%
CAG
54
Csenge Advisory Group
Florida
$13.6M +$4.5M +83,567 +48%
RCAG
55
Rehmann Capital Advisory Group
Michigan
$13.4M +$1.47M +27,411 +12%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$13M – – –
SWP
57
Stratos Wealth Partners
Ohio
$13M +$4M +74,296 +43%
FHC
58
First Heartland Consultants
Missouri
$12.8M -$683K -12,702 -5%
APA
59
American Portfolios Advisors
New York
$12.7M -$851K -15,822 -6%
CP
60
Capital Planning
Washington
$12.5M +$402K +7,469 +3%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$12.3M -$14.1M -262,655 -53%
LFG
62
Larson Financial Group
Missouri
$12.3M +$4.28M +79,617 +52%
EWP
63
Engrave Wealth Partners
Texas
$12.2M +$12.5M +231,476 New
UWM
64
USAdvisors Wealth Management
Minnesota
$12.2M +$172K +3,192 +1%
CAN
65
Cetera Advisor Networks
California
$12.1M +$2.11M +39,308 +21%
IAIM
66
International Assets Investment Management
Florida
$11.9M +$5.79M +107,582 +79%
NC
67
NewSquare Capital
Pennsylvania
$11.4M +$721K +13,407 +7%
SFG
68
SNS Financial Group
Minnesota
$11.3M +$10.8M +201,522 +1,693%
BCP
69
Blackhawk Capital Partners
Wisconsin
$11.2M -$480K -8,919 -4%
IA
70
IFP Advisors
Florida
$11.1M -$14.1M -262,680 -56%
AAS
71
Avantax Advisory Services
Texas
$11.1M +$834K +15,502 +8%
NA
72
NewEdge Advisors
Louisiana
$11.1M +$1.77M +32,904 +19%
MML Investors Services
73
MML Investors Services
Massachusetts
$11M +$1.94M +35,996 +21%
MCC
74
Money Concepts Capital
Florida
$10.7M +$10.9M +201,766 New
PWPCM
75
Perella Weinberg Partners Capital Management
New York
$9.83M +$1.38M +25,731 +16%
1 2
3
4 5

FIXD Hedge Fund Activity: Q1 2021 in Review

283 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q1 2021, worth a combined $3.61B — up 12% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new FIXD positions and 22 closed out — a net gain of 27 holders — while 145 added to existing stakes and 77 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $90M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $56M.

  • 283 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q1 2021, up from 260 in Q4 2020.
  • Funds reported $3.61B of First Trust Smith Opportunistic Fixed Income ETF stock for Q1 2021, up 12% quarter-over-quarter.
  • 49 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q1 2021 and 22 closed out, a net change of +27 holders.
  • The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q1 2021 was Citadel Advisors, an estimated $90M added.
  • The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q1 2021 was Advocacy Wealth Management Services, an estimated $56M sold.

Based on aggregated 13F filings for Q1 2021.