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

333 hedge funds and large institutions have $4.4B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 163 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-6
Holders Change %
-1.77%
% of All Funds
4.82%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.43%
New
26
Increased
163
Reduced
121
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPRC
226
Consolidated Portfolio Review Corp
New York
$654K +$20.2K +447 +3%
OPA
227
Old Port Advisors
Maine
$641K -$22.6K -499 -3%
TFA
228
Tranquilli Financial Advisor
New Jersey
$635K -$16.7K -369 -3%
PTC
229
Private Trust Company
Ohio
$634K -$80.9K -1,788 -11%
MOS
230
MGO One Seven
Ohio
$612K -$342K -7,551 -36%
BCM
231
Brookstone Capital Management
Illinois
$601K -$6.92K -153 -1%
CWA
232
Centennial Wealth Advisory
Michigan
$584K -$2.1M -46,494 -78%
AFG
233
ABLE Financial Group
Arizona
$582K +$71.1K +1,571 +14%
MWM
234
Modern Wealth Management
Kansas
$576K +$9.77K +216 +2%
MAM
235
Milestone Asset Management
Pennsylvania
$559K +$39.7K +878 +8%
QWM
236
Quadcap Wealth Management
Texas
$557K -$9.14K -202 -2%
TCA
237
Transcend Capital Advisors
New Jersey
$549K -$15.8K -350 -3%
SFWC
238
Strategic Family Wealth Counselors
New Jersey
$510K -$72.9K -1,612 -13%
EC
239
EdgeRock Capital
Colorado
$499K -$1.99K -44 -0.4%
CIAS
240
Capital Investment Advisory Services
North Carolina
$494K +$240K +5,296 +94%
PS
241
Principal Securities
Iowa
$482K +$130K +2,878 +37%
BWA
242
BlueChip Wealth Advisors
Georgia
$471K
CWP
243
Core Wealth Partners
California
$458K -$275K -6,080 -38%
MSAM
244
Moloney Securities Asset Management
Missouri
$456K +$115K +2,544 +34%
CWA
245
Clarus Wealth Advisors
Arizona
$424K -$4.88K -110 -1%
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
$401K +$42.1K +930 +12%
CAM
247
Concorde Asset Management
Michigan
$396K -$34.8K -769 -8%
Citigroup
248
Citigroup
New York
$392K +$22.6K +500 +6%
GS
249
GTS Securities
New York
$391K +$152K +3,356 +64%
Creative Planning
250
Creative Planning
Kansas
$384K -$203K -4,481 -35%