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

318 hedge funds and large institutions have $3.77B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 151 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
-12
Holders Change %
-3.64%
% of All Funds
5.07%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.67%
New
24
Increased
151
Reduced
120
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
226
Raymond James Trust
Florida
$614K
PTC
227
Private Trust Company
Ohio
$614K +$87.1K +2,072 +17%
LFAS
228
Level Four Advisory Services
Texas
$609K -$28.9K -688 -5%
TC
229
TownSquare Capital
Utah
$606K -$10.3K -244 -2%
Creative Planning
230
Creative Planning
Kansas
$604K -$284K -6,760 -32%
CA
231
CoreCap Advisors
Michigan
$570K -$2.76M -65,554 -83%
KFSC
232
Keystone Financial Services (Colorado)
Colorado
$554K +$155K +3,685 +39%
IAN
233
Integrated Advisors Network
Texas
$550K +$255K +6,060 +86%
AWA
234
Acorn Wealth Advisors
Michigan
$547K -$5.34K -127 -1%
ASN
235
Advisory Services Network
Georgia
$539K +$209K +4,971 +63%
GA
236
GSG Advisors
New Jersey
$533K +$533K +12,666 New
WANY
237
Wealthspire Advisors (New York)
New York
$525K +$525K +12,475 New
CCFM
238
Clear Creek Financial Management
Washington
$524K -$20.3K -482 -4%
AWA
239
Aaron Wealth Advisors
Illinois
$514K +$514K +12,213 New
US Bancorp
240
US Bancorp
Minnesota
$492K -$180K -4,291 -27%
CCG
241
Cypress Capital Group
Florida
$489K -$31.6K -752 -6%
AFG
242
ABLE Financial Group
Arizona
$488K +$19.1K +453 +4%
WI
243
Wintrust Investments
Illinois
$484K +$64.8K +1,540 +15%
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$478K -$203K -4,822 -30%
LNC
245
Lincoln National Corp
Pennsylvania
$461K +$461K +10,970 New
SWP
246
ShoreHaven Wealth Partners
New Jersey
$457K +$15.4K +367 +3%
RPGK
247
Retirement Planning Group (Kansas)
Kansas
$455K +$7.07K +168 +2%
GVAG
248
Great Valley Advisor Group
Delaware
$453K -$3.7K -88 -0.8%
BEI
249
Benjamin Edwards Inc
Missouri
$446K +$14.2K +338 +3%
TPWA
250
TRUE Private Wealth Advisors
Oregon
$440K -$7.82K -186 -2%