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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
SPIA
76
Steward Partners Investment Advisory
New York
$7.95M -$8.4M -157,554 -51%
NA
77
NewEdge Advisors
Louisiana
$7.75M -$786K -14,731 -9%
CCG
78
Cypress Capital Group
Florida
$7.35M -$192K -3,603 -3%
CF
79
Centaurus Financial
California
$7.16M -$111K -2,088 -2%
BCP
80
Blackhawk Capital Partners
Wisconsin
$7.12M -$530K -9,945 -7%
IWA
81
Inspirion Wealth Advisors
Illinois
$7.07M -$761K -14,274 -10%
BWM
82
BCGM Wealth Management
Indiana
$7.05M +$34.4K +645 +0.5%
BAM
83
Belpointe Asset Management
Nevada
$6.91M +$26.3K +493 +0.4%
RIA
84
Regal Investment Advisors
Michigan
$6.83M +$263K +4,924 +4%
CFGS
85
Concourse Financial Group Securities
Alabama
$6.57M -$775K -14,532 -11%
HighTower Advisors
86
HighTower Advisors
Illinois
$6.41M +$399K +7,485 +7%
TWP
87
Tower Wealth Partners
Pennsylvania
$6.05M -$1.05M -19,754 -15%
FFS
88
Founders Financial Securities
Maryland
$5.91M +$360K +6,755 +6%
GIA
89
Gladstone Institutional Advisory
Florida
$5.91M -$874K -16,386 -13%
US Bancorp
90
US Bancorp
Minnesota
$5.89M -$42.6K -799 -0.7%
GSEP
91
Golden State Equity Partners
California
$5.88M +$2.44M +45,650 +70%
GWM
92
GDS Wealth Management
Texas
$5.76M +$5.77M +108,250 New
KPWS
93
Kestra Private Wealth Services
Texas
$5.65M -$25.9K -486 -0.5%
SAM
94
SignalPoint Asset Management
Missouri
$5.62M +$645K +12,092 +13%
AFP
95
Ausdal Financial Partners
Iowa
$5.39M -$173K -3,243 -3%
OWM
96
Opes Wealth Management
California
$5.31M +$524K +9,817 +11%
WSTAM
97
Wilbanks Smith & Thomas Asset Management
Virginia
$5.23M +$63.6K +1,193 +1%
FPB
98
First PREMIER Bank
South Dakota
$5.17M +$9.97K +187 +0.2%
FFP
99
Forbes Financial Planning
Rhode Island
$5.11M +$5.13M +96,153 New
KFGK
100
Keystone Financial Group (Kentucky)
Kentucky
$4.98M +$229K +4,288 +5%