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

339 hedge funds and large institutions have $4.03B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 137 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-7
Holders Change %
-2.02%
% of All Funds
4.93%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.38%
New
30
Increased
137
Reduced
155
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
226
Private Trust Company
Ohio
$680K -$21.2K -492 -3%
RPGK
227
Retirement Planning Group (Kansas)
Kansas
$672K +$165K +3,831 +33%
GPW
228
Gentry Private Wealth
Kansas
$666K +$666K +15,474 New
LMKC
229
L.M. Kohn & Company
Ohio
$657K +$56.7K +1,316 +9%
CFCI
230
Comprehensive Financial Consultants Institutional
Indiana
$650K -$43 -1 -0%
OPA
231
Old Port Advisors
Maine
$631K -$90.9K -2,111 -13%
IAN
232
Integrated Advisors Network
Texas
$629K +$229K +5,327 +57%
PWM
233
Perigon Wealth Management
California
$623K +$3.27K +76 +0.5%
TFA
234
Tranquilli Financial Advisor
New Jersey
$618K -$204K -4,748 -25%
CPRC
235
Consolidated Portfolio Review Corp
New York
$603K +$603K +14,006 New
SAI
236
Savvy Advisors Inc
New York
$597K +$115K +2,669 +24%
BCM
237
Brookstone Capital Management
Illinois
$590K +$32.2K +734 +6%
Creative Planning
238
Creative Planning
Kansas
$559K -$10.1K -235 -2%
SFWC
239
Strategic Family Wealth Counselors
New Jersey
$555K +$11.7K +272 +2%
MWM
240
Modern Wealth Management
Kansas
$539K -$20.7K -481 -4%
QWM
241
Quadcap Wealth Management
Texas
$539K -$7.92K -184 -1%
TCA
242
Transcend Capital Advisors
New Jersey
$538K -$262K -6,077 -33%
BEI
243
Benjamin Edwards Inc
Missouri
$502K -$159K -3,696 -24%
WI
244
Wintrust Investments
Illinois
$502K -$6.92K -161 -1%
MAM
245
Milestone Asset Management
Pennsylvania
$494K +$97.3K +2,260 +25%
AFG
246
ABLE Financial Group
Arizona
$486K -$36.5K -847 -7%
EC
247
EdgeRock Capital
Colorado
$477K +$4K +93 +0.8%
KIA
248
Kraematon Investment Advisors
Massachusetts
$477K -$139K -3,222 -23%
BWA
249
BlueChip Wealth Advisors
Georgia
$448K +$448K +10,406 New
CWA
250
Clarus Wealth Advisors
Arizona
$419K -$25.4K -584 -6%