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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
176
$1.84M
177
$1.81M
178
$1.75M
179
$1.74M
180
$1.72M
181
$1.7M
182
$1.63M
183
$1.63M
184
$1.62M
185
$1.49M
186
$1.46M
187
$1.45M
188
$1.45M
189
$1.43M
190
$1.42M
191
$1.41M
192
$1.39M
193
$1.39M
194
$1.38M
195
$1.3M
196
$1.3M
197
$1.29M
198
$1.27M
199
$1.27M
200
$1.23M