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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
151
$2.9M
152
$2.9M
153
$2.83M
154
$2.8M
155
$2.79M
156
$2.78M
157
$2.65M
158
$2.64M
159
$2.62M
160
$2.61M
161
$2.58M
162
$2.57M
163
$2.5M
164
$2.49M
165
$2.39M
166
$2.35M
167
$2.27M
168
$2.23M
169
$2.2M
170
$2.17M
171
$2.16M
172
$2.04M
173
$2M
174
$1.97M
175
$1.93M