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

321 hedge funds and large institutions have $4.02B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 119 increasing their positions, 114 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+34
Holders Change %
+11.85%
% of All Funds
4.96%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.63%
New
64
Increased
119
Reduced
114
Closed
24
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Shares
Change %
TC
226
TownSquare Capital
Utah
$775K +$26.7K +502 +4%
TPWA
227
TRUE Private Wealth Advisors
Oregon
$763K -$38.2K -718 -5%
PGWM
228
Pitti Group Wealth Management
New York
$756K +$756K +14,206 New
RCM
229
Raleigh Capital Management
North Carolina
$752K +$752K +14,134 New
AWM
230
Apollon Wealth Management
South Carolina
$727K +$727K +13,663 New
PA
231
Pinnacle Associates
New York
$714K +$327K +6,135 +84%
PTC
232
Private Trust Company
Ohio
$690K +$34.3K +645 +5%
TNBTD
233
Trustmark National Bank Trust Department
Mississippi
$681K
BRWM
234
B. Riley Wealth Management
Tennessee
$675K -$400K -7,506 -37%
AC
235
Avestar Capital
New York
$661K +$164K +3,079 +33%
RJT
236
Raymond James Trust
Florida
$648K -$105K -1,967 -14%
CRI
237
Colonial River Investments
Virginia
$624K +$624K +11,722 New
AWG
238
Altus Wealth Group
Colorado
$609K -$21.6K -406 -3%
EL
239
EQ LLC
Washington
$605K -$37.2K -699 -6%
Koshinski Asset Management
240
Koshinski Asset Management
Illinois
$591K -$53 -1 -0%
MWM
241
Meridian Wealth Management
Kentucky
$568K +$36.4K +685 +7%
BRWA
242
B. Riley Wealth Advisors
Florida
$561K -$133K -2,499 -19%
PWM
243
Purus Wealth Management
California
$510K +$510K +9,583 New
JWCA
244
J.W. Cole Advisors
Florida
$474K +$474K +8,909 New
FHA
245
Flagship Harbor Advisors
Massachusetts
$471K +$65K +1,222 +16%
VAS
246
Vestmark Advisory Solutions
Massachusetts
$469K +$38.2K +717 +9%
PWMAG
247
Pinnacle Wealth Management Advisory Group
New Jersey
$464K +$464K +8,725 New
AAM
248
Advisors Asset Management
Colorado
$442K -$37.5K -705 -8%
TA
249
TrueWealth Advisors
Alabama
$435K +$435K +8,173 New
PWP
250
Principle Wealth Partners
Connecticut
$394K -$67K -1,257 -15%