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

357 hedge funds and large institutions have $3.7B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 132 increasing their positions, 146 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+24
Holders Change %
+7.21%
% of All Funds
4.75%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.36%
New
57
Increased
132
Reduced
146
Closed
25
Calls
$365K
Puts
Net Calls
+$365K
Net Calls Change
+$365K
Name Holding Trade Value Shares
Change
Shares
Change %
FFS
226
Founders Financial Securities
Maryland
$760K +$126K +2,928 +20%
WFA
227
WMG Financial Advisors
Tennessee
$737K -$28.9K -673 -4%
LMKC
228
L.M. Kohn & Company
Ohio
$737K -$55.6K -1,293 -7%
IWA
229
Icon Wealth Advisors
Texas
$712K +$605K +14,082 +567%
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$695K +$8.85K +206 +1%
PB
231
Pinnacle Bancorp
Nebraska
$660K +$299K +6,958 +83%
BWA
232
BlueChip Wealth Advisors
Georgia
$657K +$210K +4,878 +47%
TFA
233
Tranquilli Financial Advisor
New Jersey
$656K +$52.9K +1,230 +9%
CPRC
234
Consolidated Portfolio Review Corp
New York
$625K +$4.04K +94 +0.7%
PTC
235
Private Trust Company
Ohio
$624K +$21.9K +509 +4%
AWG
236
Altus Wealth Group
Colorado
$604K +$308K +7,159 +104%
SAI
237
Savvy Advisors Inc
New York
$601K -$66.9K -1,557 -10%
WS
238
Wedbush Securities
California
$598K -$1.09M -25,439 -65%
MAM
239
Milestone Asset Management
Pennsylvania
$593K +$62.4K +1,452 +12%
TC
240
TownSquare Capital
Utah
$591K +$263K +6,120 +80%
KWM
241
Kaydan Wealth Management
Michigan
$572K +$252K +5,867 +79%
RIS
242
Richmond Investment Services
Wisconsin
$568K +$568K +13,216 New
CCA
243
Cottonwood Capital Advisors
Utah
$565K -$106K -2,462 -16%
OPA
244
Old Port Advisors
Maine
$559K -$49.8K -1,158 -8%
AFG
245
ABLE Financial Group
Arizona
$539K -$14.2K -331 -3%
LWM
246
Lighthouse Wealth Management
Ohio
$538K +$538K +12,530 New
EW
247
Entruity Wealth
California
$538K +$538K +12,527 New
MWM
248
Modern Wealth Management
Kansas
$536K -$11.3K -263 -2%
ASN
249
Advisory Services Network
Georgia
$529K -$774K -18,002 -59%
QWM
250
Quadcap Wealth Management
Texas
$524K -$4.81K -112 -0.9%