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

330 hedge funds and large institutions have $3.72B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 173 increasing their positions, 90 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+25
Holders Change %
+8.2%
% of All Funds
5.2%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.66%
New
46
Increased
173
Reduced
90
Closed
15
Calls
Puts
$19.5M
Net Calls
-$19.5M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
251
Raleigh Capital Management
North Carolina
$417K +$972 +22 +0.2%
EC
252
EdgeRock Capital
Colorado
$400K +$400K +9,064 New
TAM
253
Tucker Asset Management
Colorado
$396K +$11.7K +264 +3%
DBT
254
Dubuque Bank & Trust
Iowa
$383K
Rockefeller Capital Management
255
Rockefeller Capital Management
New York
$377K +$29.6K +669 +9%
CW
256
CreativeOne Wealth
Kansas
$372K +$55.5K +1,255 +18%
ASN
257
Advisory Services Network
Georgia
$346K -$59.3K -1,343 -15%
CPRC
258
Consolidated Portfolio Review Corp
New York
$346K +$346K +7,831 New
FFA
259
Farther Finance Advisors
California
$326K -$1.46K -33 -0.4%
PA
260
Pinnacle Associates
New York
$319K
IAN
261
Integrated Advisors Network
Texas
$310K -$26.9K -610 -8%
Citigroup
262
Citigroup
New York
$307K -$44 -1 -0%
PPP
263
Private Portfolio Partners
New Jersey
$305K +$305K +6,912 New
IP
264
Ignite Planners
California
$305K
SB
265
Sunflower Bank
Texas
$303K
DI
266
DDFG Inc
California
$301K +$31.9K +722 +12%
GRP
267
Global Retirement Partners
California
$298K +$112K +2,543 +61%
MWM
268
Maripau Wealth Management
Indiana
$294K +$1.63K +37 +0.6%
MOS
269
MGO One Seven
Ohio
$280K -$25.1K -569 -8%
GCA
270
Genesee Capital Advisors
New York
$277K +$2.03K +46 +0.7%
CL
271
Choreo LLC
Illinois
$272K +$133 +3 +0%
MW
272
MBL Wealth
North Carolina
$269K -$25K -565 -8%
Qube Research & Technologies (QRT)
273
Qube Research & Technologies (QRT)
United Kingdom
$266K +$266K +6,024 New
PGWM
274
Parisi Gray Wealth Management
New Jersey
$263K
RIA
275
Regal Investment Advisors
Michigan
$260K -$32.7K -740 -11%