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

318 hedge funds and large institutions have $3.77B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 151 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
-12
Holders Change %
-3.64%
% of All Funds
5.07%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.67%
New
24
Increased
151
Reduced
120
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
251
Sowell Financial Services
Arkansas
$434K -$61.9K -1,470 -12%
P
252
&Partners
Tennessee
$432K -$104K -2,469 -19%
PFGIA
253
Patriot Financial Group Insurance Agency
Massachusetts
$419K +$419K +9,961 New
JWCA
254
J.W. Cole Advisors
Florida
$409K +$11.1K +263 +3%
ACP
255
Aveo Capital Partners
Colorado
$367K -$659K -15,664 -64%
DBT
256
Dubuque Bank & Trust
Iowa
$365K
RCM
257
Raleigh Capital Management
North Carolina
$363K -$34.1K -810 -9%
PWA
258
Peterson Wealth Advisors
Utah
$357K -$89.2K -2,122 -20%
IP
259
Ignite Planners
California
$344K +$51.1K +1,227 +17%
TAM
260
Tucker Asset Management
Colorado
$335K -$42.6K -1,014 -11%
PA
261
Pinnacle Associates
New York
$304K
GM
262
GeoWealth Management
Illinois
$297K +$125K +2,984 +73%
Citigroup
263
Citigroup
New York
$293K +$336 +8 +0.1%
SB
264
Sunflower Bank
Texas
$288K
FFA
265
Farther Finance Advisors
California
$278K -$32.2K -766 -10%
CL
266
Choreo LLC
Illinois
$261K +$1.89K +45 +0.7%
MOS
267
MGO One Seven
Ohio
$254K -$12.5K -298 -5%
SW
268
Simplicity Wealth
New Jersey
$252K +$36.1K +858 +17%
AWM
269
Accel Wealth Management
Iowa
$247K +$5.59K +133 +2%
RIA
270
Regal Investment Advisors
Michigan
$244K -$3.11K -74 -1%
PWM
271
Perigon Wealth Management
California
$240K -$715 -17 -0.3%
MFG
272
Merit Financial Group
Georgia
$240K -$287K -6,830 -55%
BFG
273
Berger Financial Group
Minnesota
$235K
T
274
TRUADVICE
Florida
$224K +$224K +5,342 New
BCM
275
Brookstone Capital Management
Illinois
$224K +$21.1K +516 +10%