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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
GWM
101
Geneos Wealth Management
Colorado
$4.98M +$43.6K +818 +0.9%
TI
102
Tidal Investments
Wisconsin
$4.98M +$164K +3,080 +3%
Mariner
103
Mariner
Kansas
$4.93M +$4.94M +92,685 New
OIA
104
OneDigital Investment Advisors
Kansas
$4.88M +$218K +4,087 +5%
CWM
105
Collaborative Wealth Management
Florida
$4.73M +$4.74M +88,893 New
PFA
106
Pinnacle Family Advisors
Missouri
$4.68M +$228K +4,271 +5%
TWM
107
TMD Wealth Management
Arizona
$4.54M -$18.3M -343,876 -80%
TCM
108
Triumph Capital Management
Colorado
$4.45M -$247K -4,633 -5%
SG
109
StoneX Group
New York
$4.27M +$1.65K +31 +0%
IF
110
Integrity Financial
Wyoming
$4.26M +$4.27M +80,081 New
ACA
111
Ascension Capital Advisors
Texas
$4.2M -$3.34M -62,569 -44%
ACM
112
AlphaStar Capital Management
North Carolina
$4.2M -$79.1K -1,482 -2%
CAAS
113
Capital Asset Advisory Services
Michigan
$4.19M +$192K +3,602 +5%
OMC
114
Old Mission Capital
Illinois
$4.07M +$3.06M +57,343 +300%
DADC
115
D.A. Davidson & Co
Montana
$4.05M +$37.9K +710 +0.9%
PFS
116
Prospera Financial Services
Texas
$4M -$65.8K -1,234 -2%
MA
117
MBA Advisors
Pennsylvania
$3.99M +$597K +11,193 +18%
KA
118
Kovack Advisors
Florida
$3.98M +$100K +1,881 +3%
LC
119
Legacy CG
Texas
$3.91M +$3.92M +73,516 New
GM
120
GeoWealth Management
Illinois
$3.9M -$5.77M -108,223 -60%
AAS
121
Ameritas Advisory Services
Nebraska
$3.82M +$3.83M +71,720 New
EH
122
Equitable Holdings
New York
$3.81M +$648K +12,144 +20%
CWA
123
Centennial Wealth Advisory
Michigan
$3.73M -$796K -14,925 -18%
TLP
124
Trinity Legacy Partners
Texas
$3.48M -$329K -6,171 -9%
MIAN
125
Mariner Independent Advisor Network
Kansas
$3.44M -$1.32M -24,661 -27%