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First Trust Smith Opportunistic Fixed Income ETF

344 hedge funds and large institutions have $4.57B invested in First Trust Smith Opportunistic Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 142 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

4% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 142

Holders
344
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$407M
2 +$88.7M
3 +$58.6M
4
LPL Financial
LPL Financial
California
+$38.2M
5
HighTower Advisors
HighTower Advisors
Illinois
+$35.6M

Top Sellers

1 -$42.3M
2 -$39.9M
3 -$25.1M
4
Osaic Holdings
Osaic Holdings
Arizona
-$23.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$9.6M
77
$9.45M
78
$9.36M
79
$9.12M
80
$8.83M
81
$8.62M
82
$8.55M
83
$8.24M
84
$8.05M
85
$7.88M
86
$7.79M
87
$7.62M
88
$7.53M
89
$7.32M
90
$7.32M
91
$7.28M
92
$7.21M
93
$7.13M
94
$6.99M
95
$6.93M
96
$6.74M
97
$6.59M
98
$6.36M
99
$6.33M
100
$6.17M