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

344 hedge funds and large institutions have $4.57B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 142 reducing their positions, and 23 closing their positions.

Holders
344
Holders Change
+26
Holders Change %
+8.18%
% of All Funds
5.04%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.65%
New
53
Increased
136
Reduced
142
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SB
226
Strategic Blueprint
Georgia
$871K -$128K -2,864 -13%
NC
227
NewSquare Capital
Pennsylvania
$853K +$33.5K +750 +4%
TFA
228
Tranquilli Financial Advisor
New Jersey
$840K -$909K -20,381 -52%
PTC
229
Private Trust Company
Ohio
$836K +$185K +4,143 +28%
AWA
230
Acorn Wealth Advisors
Michigan
$820K +$240K +5,378 +41%
FAM
231
Frontier Asset Management
Wyoming
$815K +$815K +18,278 New
TCA
232
Transcend Capital Advisors
New Jersey
$813K -$538K -12,063 -40%
KIA
233
Kraematon Investment Advisors
Massachusetts
$804K -$38.2K -857 -5%
GA
234
GSG Advisors
New Jersey
$785K +$222K +5,002 +39%
QAM
235
Q3 Asset Management
Michigan
$764K +$764K +17,184 New
SI
236
Stephens Inc
Arkansas
$745K -$66.1K -1,482 -8%
RJT
237
Raymond James Trust
Florida
$733K +$81.2K +1,820 +12%
AWM
238
Apollon Wealth Management
South Carolina
$685K +$5.22K +117 +0.8%
BWL
239
Bogart Wealth LLC
Virginia
$676K -$42.3M -948,880 -98%
CFCI
240
Comprehensive Financial Consultants Institutional
Indiana
$665K +$4.51K +101 +0.7%
TC
241
TownSquare Capital
Utah
$662K +$19.5K +437 +3%
CGFA
242
Colton Groome Financial Advisors
North Carolina
$639K -$1.2M -26,995 -65%
Creative Planning
243
Creative Planning
Kansas
$632K -$8.7K -195 -1%
LNC
244
Lincoln National Corp
Pennsylvania
$615K +$126K +2,828 +26%
CWP
245
Core Wealth Partners
California
$605K +$383K +8,595 +173%
CA
246
CoreCap Advisors
Michigan
$602K -$2.72K -61 -0.4%
AIFAIM
247
American Institute for Advanced Investment Management
Arizona
$586K +$586K +13,140 New
MWM
248
Modern Wealth Management
Kansas
$582K +$582K +13,047 New
QCIG
249
Quad-Cities Investment Group
Iowa
$573K -$184K -4,169 -24%
QWM
250
Quadcap Wealth Management
Texas
$566K +$566K +12,694 New