FIXD icon

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 %
CIAS
251
Capital Investment Advisory Services
North Carolina
$515K +$45K +1,047 +10%
TCA
252
Transcend Capital Advisors
New Jersey
$496K -$25.6K -595 -5%
PFGIA
253
Patriot Financial Group Insurance Agency
Massachusetts
$495K -$2.98M -69,301 -86%
MSAM
254
Moloney Securities Asset Management
Missouri
$471K +$38.2K +890 +9%
LI
255
LVZ Inc
Michigan
$468K -$54.7M -1,273,080 -99%
EGM
256
Engineers Gate Manager
New York
$466K +$466K +10,834 New
OFS
257
OneAscent Financial Services
Alabama
$462K +$462K +10,756 New
SIM
258
Synergy Investment Management
Florida
$458K +$458K +10,665 New
KAM
259
Knightsbridge Asset Management
California
$440K +$113K +2,636 +35%
GM
260
GeoWealth Management
Illinois
$414K -$2.52M -58,747 -86%
CWP
261
Core Wealth Partners
California
$411K -$24.4K -568 -6%
KWA
262
Kingswood Wealth Advisors
California
$410K +$410K +9,538 New
CA
263
Clearstead Advisors
Ohio
$409K -$2.56M -59,658 -86%
WWA
264
Wealth Watch Advisors
Colorado
$406K +$406K +9,456 New
CWA
265
Clarus Wealth Advisors
Arizona
$397K -$7.38K -174 -2%
Citigroup
266
Citigroup
New York
$378K +$6.23K +145 +2%
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$368K -$12.3K -287 -3%
KLCM
268
KG&L Capital Management
Louisiana
$365K +$40.8K +949 +13%
KFGK
269
Keystone Financial Group (Kentucky)
Kentucky
$353K +$6.53K +152 +2%
PS
270
Principal Securities
Iowa
$345K -$113K -2,629 -25%
TAM
271
Tucker Asset Management
Colorado
$345K +$91K +2,118 +36%
NG
272
Novem Group
New York
$342K +$342K +7,964 New
VHAM
273
Van Hulzen Asset Management
California
$339K
FFN
274
Focus Financial Network
Minnesota
$334K +$3.01K +70 +0.9%
EC
275
EdgeRock Capital
Colorado
$332K -$142K -3,314 -30%