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

330 hedge funds and large institutions have $3.72B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 173 increasing their positions, 90 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+25
Holders Change %
+8.2%
% of All Funds
5.2%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.66%
New
46
Increased
173
Reduced
90
Closed
15
Calls
Puts
$19.5M
Net Calls
-$19.5M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
226
Raymond James Trust
Florida
$645K +$223K +5,038 +53%
WEG
227
World Equity Group
Illinois
$633K +$633K +14,320 New
HA
228
Herold Advisors
New York
$627K +$627K +14,184 New
WFAG
229
Worth Financial Advisory Group
North Carolina
$615K +$1.1K +25 +0.2%
CFCI
230
Comprehensive Financial Consultants Institutional
Indiana
$613K -$33.7K -761 -5%
AWA
231
Acorn Wealth Advisors
Michigan
$580K -$207K -4,683 -26%
HFG
232
Heron Financial Group
New York
$579K -$50.4K -1,140 -8%
CCFM
233
Clear Creek Financial Management
Washington
$572K +$132K +2,983 +30%
MFG
234
Merit Financial Group
Georgia
$554K +$554K +12,532 New
PTC
235
Private Trust Company
Ohio
$553K +$269K +6,082 +94%
CCG
236
Cypress Capital Group
Florida
$546K -$75.4K -1,708 -12%
SFS
237
Sowell Financial Services
Arkansas
$520K +$520K +11,779 New
AFG
238
ABLE Financial Group
Arizona
$492K +$162K +3,663 +49%
P
239
&Partners
Tennessee
$483K
GVAG
240
Great Valley Advisor Group
Delaware
$479K -$745K -16,876 -61%
CAP
241
Columbia Advisory Partners
Washington
$475K +$475K +10,745 New
RPGK
242
Retirement Planning Group (Kansas)
Kansas
$471K +$68.6K +1,552 +17%
TPWA
243
TRUE Private Wealth Advisors
Oregon
$470K -$27.5K -622 -6%
PWA
244
Peterson Wealth Advisors
Utah
$468K -$131K -2,983 -22%
SWP
245
ShoreHaven Wealth Partners
New Jersey
$463K +$49.8K +1,128 +12%
BEI
246
Benjamin Edwards Inc
Missouri
$453K +$197K +4,457 +77%
WI
247
Wintrust Investments
Illinois
$440K -$2.39K -54 -0.5%
KFSC
248
Keystone Financial Services (Colorado)
Colorado
$419K -$44 -1 -0%
CWA
249
Clarus Wealth Advisors
Arizona
$418K -$9.03K -208 -2%
JWCA
250
J.W. Cole Advisors
Florida
$418K +$54.5K +1,233 +15%