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

305 hedge funds and large institutions have $3.37B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 151 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+10
Holders Change %
+3.39%
% of All Funds
4.88%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
45
Increased
151
Reduced
90
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
226
Raymond James Trust
Florida
$431K
KFSC
227
Keystone Financial Services (Colorado)
Colorado
$428K -$9.78K -217 -2%
RCM
228
Raleigh Capital Management
North Carolina
$424K +$41K +911 +11%
SWP
229
ShoreHaven Wealth Partners
New Jersey
$422K +$14.3K +318 +4%
ASN
230
Advisory Services Network
Georgia
$414K -$8.83K -196 -2%
RPGK
231
Retirement Planning Group (Kansas)
Kansas
$410K +$7.98K +177 +2%
TAM
232
Tucker Asset Management
Colorado
$393K +$169K +3,761 +76%
DBT
233
Dubuque Bank & Trust
Iowa
$391K
JWCA
234
J.W. Cole Advisors
Florida
$371K +$96.6K +2,143 +35%
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$354K +$27.9K +620 +9%
MWM
236
Meridian Wealth Management
Kentucky
$349K
CCM
237
Chiron Capital Management
Florida
$347K -$28.1K -624 -8%
IAN
238
Integrated Advisors Network
Texas
$343K -$13.3K -295 -4%
AFG
239
ABLE Financial Group
Arizona
$337K +$337K +7,484 New
FFA
240
Farther Finance Advisors
California
$334K +$7.71K +171 +2%
PA
241
Pinnacle Associates
New York
$326K
CW
242
CreativeOne Wealth
Kansas
$323K +$323K +7,161 New
DI
243
DFPG Investments
Utah
$319K
IP
244
Ignite Planners
California
$317K +$317K +7,024 New
Citigroup
245
Citigroup
New York
$313K +$190K +4,223 +155%
MOS
246
MGO One Seven
Ohio
$311K +$311K +6,902 New
SB
247
Sunflower Bank
Texas
$309K
FIA
248
Foundations Investment Advisors
Arizona
$303K +$31.2K +692 +11%
MW
249
MBL Wealth
North Carolina
$300K -$600K -13,315 -67%
RIA
250
Regal Investment Advisors
Michigan
$298K -$6.17M -136,886 -95%