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First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF

304 hedge funds and large institutions have $2.55B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 95 increasing their positions, 170 reducing their positions, and 35 closing their positions.

Holders
304
Holders Change
-26
Holders Change %
-7.88%
% of All Funds
4.08%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
13
Increased
95
Reduced
170
Closed
35
Calls
$1.53M
Puts
Net Calls
+$1.53M
Net Calls Change
+$975K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$373M 8,488,028 -853,293 -9%
LPL Financial
2
LPL Financial
California
$281M 6,410,307 -942,101 -13%
Wells Fargo
3
Wells Fargo
California
$229M 5,219,670 -1,093,178 -17%
Ameriprise
4
Ameriprise
Minnesota
$124M 2,828,195 +1,454,463 +106%
Raymond James Financial
5
Raymond James Financial
Florida
$120M 2,723,404 -563,274 -17%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$94.9M 2,161,343 +113,256 +6%
Truist Financial
7
Truist Financial
North Carolina
$55.4M 1,262,572 +27,438 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$54.8M 1,271,725 -116,836 -8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$52.8M 1,204,118 +106,138 +10%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$37.8M 860,155 -79,477 -8%
UBS Group
11
UBS Group
Switzerland
$37.2M 846,764 -2,550,659 -75%
HighTower Advisors
12
HighTower Advisors
Illinois
$36.9M 841,875 -1,424 -0.2%
P
13
&Partners
Tennessee
$36.9M 840,339 +155,640 +23%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$36.2M 824,333 -128,871 -14%
Bank of America
15
Bank of America
North Carolina
$32.4M 738,055 -207,991 -22%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$32M 729,977 -161,519 -18%
CFS
17
Commonwealth Financial Services
West Virginia
$31M 707,406 -19,954 -3%
GLR
18
Great Lakes Retirement
Ohio
$26.1M 594,414 +3,961 +0.7%
DA
19
Drake & Associates
Wisconsin
$25.2M 575,034 +10,663 +2%
GWM
20
Geneos Wealth Management
Colorado
$23.7M 540,649 -181,504 -25%
Stifel Financial
21
Stifel Financial
Missouri
$23.7M 539,574 -124,087 -19%
AI
22
Atria Investments
North Carolina
$23.5M 536,175 -50,256 -9%
AAP
23
Arax Advisory Partners
Colorado
$23.5M 536,174 +81,557 +18%
PFS
24
Prospera Financial Services
Texas
$23.4M 533,687 +58,267 +12%
LWP
25
LeClair Wealth Partners
Ohio
$22.6M 513,808 +60,421 +13%