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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
KWM
126
Kingsview Wealth Management
Oregon
$3.44M +$174K +3,264 +5%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$3.32M
AWM
128
Axxcess Wealth Management
California
$3.22M +$3.23M +60,545 New
Citigroup
129
Citigroup
New York
$3.18M +$197K +3,698 +7%
HWA
130
HCR Wealth Advisors
California
$3.08M +$184K +3,440 +6%
HWM
131
Holloway Wealth Management
Florida
$3.01M
IA
132
IFG Advisory
Georgia
$2.94M +$279K +5,236 +10%
APA
133
American Portfolios Advisors
New York
$2.93M -$144K -2,691 -5%
TCM
134
TD Capital Management
Tennessee
$2.9M +$551K +10,322 +23%
CCA
135
Cottonwood Capital Advisors
Utah
$2.85M +$2.86M +53,615 New
SI
136
Stephens Inc
Arkansas
$2.85M +$2.85M +53,476 New
IWP
137
Icon Wealth Partners
Texas
$2.84M -$100K -1,884 -3%
SA
138
Shilanski & Associates
Alaska
$2.84M +$52.6K +986 +2%
AA
139
Advisory Alpha
Michigan
$2.81M +$1.86M +34,861 +194%
WWMSC
140
Wagner Wealth Management (South Carolina)
South Carolina
$2.77M -$211K -3,961 -7%
BFG
141
Barber Financial Group
Kansas
$2.71M -$329K -6,175 -11%
CA
142
Cambridge Advisors
Nebraska
$2.67M -$22.2K -416 -0.8%
RFN
143
RDA Financial Network
Iowa
$2.66M -$254K -4,759 -9%
MAC
144
Mason & Associates (California)
California
$2.63M +$2.63M +49,380 New
CA
145
CoreCap Advisors
Michigan
$2.63M +$2.63M +49,347 New
OC
146
Oarsman Capital
Wisconsin
$2.52M -$15.1K -283 -0.6%
OPA
147
Old Port Advisors
Maine
$2.49M +$94.7K +1,776 +4%
Betterment LLC
148
Betterment LLC
New York
$2.49M +$679K +12,738 +37%
MA
149
Mutual Advisors
Nebraska
$2.49M +$5.65K +106 +0.2%
LIG
150
Lokken Investment Group
Delaware
$2.48M -$2.29K -43 -0.1%