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

344 hedge funds and large institutions have $4.57B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 142 reducing their positions, and 23 closing their positions.

Holders
344
Holders Change
+26
Holders Change %
+8.18%
% of All Funds
5.04%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.65%
New
53
Increased
136
Reduced
142
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
251
Advisory Services Network
Georgia
$559K -$12K -268 -2%
HWM
252
HB Wealth Management
Georgia
$554K +$554K +12,409 New
SFS
253
Sowell Financial Services
Arkansas
$530K +$70.5K +1,581 +15%
WANY
254
Wealthspire Advisors (New York)
New York
$523K -$33.7K -755 -6%
SAI
255
Savvy Advisors Inc
New York
$513K +$513K +11,494 New
SPIS
256
Steward Partners Investment Solutions
Oregon
$511K +$511K +11,452 New
BEI
257
Benjamin Edwards Inc
Missouri
$494K +$21.8K +490 +5%
LFAS
258
Level Four Advisory Services
Texas
$493K -$153K -3,438 -24%
SWP
259
ShoreHaven Wealth Partners
New Jersey
$490K +$5.62K +126 +1%
RPGK
260
Retirement Planning Group (Kansas)
Kansas
$480K -$2.68K -60 -0.6%
AFG
261
ABLE Financial Group
Arizona
$480K -$37.7K -846 -7%
TPWA
262
TRUE Private Wealth Advisors
Oregon
$450K -$16.5K -370 -4%
CWA
263
Clarus Wealth Advisors
Arizona
$444K +$444K +10,107 New
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$440K -$66.1K -1,482 -13%
IAN
265
Integrated Advisors Network
Texas
$422K -$161K -3,604 -28%
JWCA
266
J.W. Cole Advisors
Florida
$403K -$31.3K -702 -7%
SP
267
Stablepoint Partners
Massachusetts
$395K +$395K +8,854 New
HB
268
HTLF Bank
Colorado
$387K +$387K +8,673 New
PS
269
Principal Securities
Iowa
$382K +$382K +8,572 New
PWM
270
Perigon Wealth Management
California
$357K +$102K +2,284 +40%
Qube Research & Technologies (QRT)
271
Qube Research & Technologies (QRT)
United Kingdom
$351K +$351K +7,860 New
EL
272
EQ LLC
Washington
$348K -$449K -10,061 -56%
PB
273
Pinnacle Bancorp
Nebraska
$348K +$259K +5,800 +290%
RCM
274
Raleigh Capital Management
North Carolina
$332K -$53.1K -1,191 -14%
PA
275
Pinnacle Associates
New York
$322K