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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
MSFS
201
Main Street Financial Solutions
Pennsylvania
$1.24M -$4.27M -80,029 -77%
OPS
202
Orion Portfolio Solutions
Nebraska
$1.22M -$119K -2,226 -9%
PA
203
PFG Advisors
Arizona
$1.22M +$369K +6,926 +43%
IFG
204
Investors Financial Group
Minnesota
$1.21M -$6.08K -114 -0.5%
MI
205
Moneywise Inc
Virginia
$1.18M -$69.1K -1,296 -6%
KIA
206
Kraematon Investment Advisors
Massachusetts
$1.15M +$1.15M +21,531 New
HA
207
HFG Advisors
Ohio
$1.12M +$1.13M +21,128 New
WP
208
WealthSource Partners
California
$1.09M
LFA
209
Laraway Financial Advisors
Minnesota
$1.08M +$1.09M +20,400 New
RA
210
RFG Advisory
Alabama
$1.08M -$22.2K -417 -2%
SFWC
211
Strategic Family Wealth Counselors
New Jersey
$1.08M +$1.08M +20,237 New
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$1.05M +$85.6K +1,605 +9%
TFA
213
Teamwork Financial Advisors
Texas
$1.04M -$362K -6,794 -26%
BCM
214
Breiter Capital Management
Florida
$1.01M +$19.7K +370 +2%
ARC
215
Advisor Resource Council
Texas
$999K +$269K +5,052 +37%
CFCI
216
Comprehensive Financial Consultants Institutional
Indiana
$960K +$1M +18,814 New
SFS
217
Security Financial Services
Indiana
$939K +$941K +17,639 New
TCA
218
Transcend Capital Advisors
New Jersey
$932K -$2.4K -45 -0.3%
CIAS
219
Capital Investment Advisory Services
North Carolina
$918K +$286K +5,368 +45%
PGWM
220
Parisi Gray Wealth Management
New Jersey
$903K -$1.35M -25,323 -60%
AWA
221
Acorn Wealth Advisors
Michigan
$888K +$516K +9,682 +138%
LNC
222
Lincoln National Corp
Pennsylvania
$845K -$525K -9,838 -38%
WWM
223
Western Wealth Management
Colorado
$836K +$836K +15,677 New
PPW
224
Pinnacle Private Wealth
Massachusetts
$818K +$820K +15,370 New
AA
225
Altman Advisors
Illinois
$813K +$12.9K +241 +2%