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

346 hedge funds and large institutions have $4.41B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 175 increasing their positions, 117 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
5.02%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.48%
New
35
Increased
175
Reduced
117
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GA
226
GSG Advisors
New Jersey
$803K +$40.3K +933 +5%
ATPW
227
Ashton Thomas Private Wealth
Arizona
$792K +$594K +13,628 +301%
FPB
228
First PREMIER Bank
South Dakota
$772K -$687K -15,750 -47%
OPA
229
Old Port Advisors
Maine
$731K -$190K -4,355 -21%
PTC
230
Private Trust Company
Ohio
$710K -$107K -2,443 -13%
IF
231
Integrity Financial
Wyoming
$701K -$564K -12,945 -45%
EL
232
EQ LLC
Washington
$696K +$355K +8,151 +104%
P
233
&Partners
Tennessee
$695K +$695K +15,936 New
BEI
234
Benjamin Edwards Inc
Missouri
$670K +$187K +4,282 +39%
CFCI
235
Comprehensive Financial Consultants Institutional
Indiana
$658K +$8.07K +185 +1%
PWM
236
Perigon Wealth Management
California
$628K +$279K +6,400 +80%
KIA
237
Kraematon Investment Advisors
Massachusetts
$623K -$163K -3,732 -21%
LMKC
238
L.M. Kohn & Company
Ohio
$608K +$608K +13,946 New
CGFA
239
Colton Groome Financial Advisors
North Carolina
$591K -$34K -780 -5%
CA
240
CoreCap Advisors
Michigan
$583K -$5.32K -122 -0.9%
Creative Planning
241
Creative Planning
Kansas
$576K -$41.2K -944 -7%
MWM
242
Modern Wealth Management
Kansas
$567K -$1.96K -45 -0.3%
SFP
243
Sweet Financial Partners
Minnesota
$566K -$17.8M -408,548 -97%
BCM
244
Brookstone Capital Management
Illinois
$554K +$554K +12,697 New
QWM
245
Quadcap Wealth Management
Texas
$553K
SFWC
246
Strategic Family Wealth Counselors
New Jersey
$550K +$550K +12,615 New
SPIS
247
Steward Partners Investment Solutions
Oregon
$543K +$43.3K +993 +9%
AFG
248
ABLE Financial Group
Arizona
$529K +$60.5K +1,388 +13%
WI
249
Wintrust Investments
Illinois
$516K -$1.25M -28,728 -71%
RPGK
250
Retirement Planning Group (Kansas)
Kansas
$514K +$44.2K +1,013 +9%