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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
RCAG
51
Rehmann Capital Advisory Group
Michigan
$14.4M -$807K -15,127 -5%
SPC
52
Sigma Planning Corp
Michigan
$14.2M -$1.62M -30,405 -10%
CAG
53
Csenge Advisory Group
Florida
$13.5M -$244K -4,572 -2%
AAS
54
Avantax Advisory Services
Texas
$13.5M +$460K +8,616 +4%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$13.1M +$13.1M +246,418 New
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$13M -$11.1M -208,716 -46%
FA
57
FDx Advisors
Illinois
$12.9M +$13M +243,172 New
FAIM
58
Financial Advocates Investment Management
Washington
$12.6M -$2.13M -40,001 -14%
EFL
59
ERn Financial LLC
Wisconsin
$12.5M +$372K +6,973 +3%
Creative Planning
60
Creative Planning
Kansas
$12.2M +$12.2M +229,639 New
BFG
61
Beacon Financial Group
Texas
$11.8M +$11.2M +209,863 +1,518%
RIG
62
RiverFront Investment Group
Virginia
$11.1M +$675K +12,649 +6%
SCA
63
Snowden Capital Advisors
New York
$10.8M +$232K +4,346 +2%
AWA
64
Arkadios Wealth Advisors
Georgia
$10.6M +$253K +4,739 +2%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$10.5M -$806K -15,115 -7%
CP
66
Capital Planning
Washington
$10.5M -$48K -899 -0.5%
MML Investors Services
67
MML Investors Services
Massachusetts
$10.4M -$649K -12,163 -6%
CAN
68
Cetera Advisor Networks
California
$10.3M -$5.31M -99,568 -34%
UWM
69
USAdvisors Wealth Management
Minnesota
$9.69M -$2.6M -48,808 -21%
FPWM
70
FSB Premier Wealth Management
Iowa
$9.49M -$639K -11,987 -6%
CA
71
Cetera Advisors
Colorado
$8.74M +$815K +15,280 +10%
AI
72
Atria Investments
North Carolina
$8.64M -$4.13M -77,488 -32%
APWM
73
Atlas Private Wealth Management
New York
$8.62M -$480K -8,998 -5%
FZCM
74
Flynn Zito Capital Management
New York
$8.58M +$8.6M +161,196 New
LCWP
75
Legacy Capital Wealth Partners
Arkansas
$8.33M +$319K +5,988 +4%