FIXD icon

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

305 hedge funds and large institutions have $3.37B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 151 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+10
Holders Change %
+3.39%
% of All Funds
4.88%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
45
Increased
151
Reduced
90
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
276
Advisors Asset Management
Colorado
$95K -$90 -2 -0.1%
CIA
277
Cape Investment Advisory
Georgia
$94.9K +$94.9K +2,105 New
PB
278
Pinnacle Bancorp
Nebraska
$90.1K +$31.5K +700 +54%
JPMorgan Chase & Co
279
JPMorgan Chase & Co
New York
$84K +$61.3K +1,347 +269%
AIP
280
Ahrens Investment Partners
Louisiana
$81.2K +$81.2K +1,802 New
HGERS
281
Householder Group Estate & Retirement Specialist
Arizona
$71K +$71K +1,567 New
PNC Financial Services Group
282
PNC Financial Services Group
Pennsylvania
$62.5K -$1.62K -36 -3%
AWM
283
Accel Wealth Management
Iowa
$61.3K +$50K +1,110 +444%
FHA
284
First Horizon Advisors
Tennessee
$57K +$135 +3 +0.2%
ACA
285
Aptus Capital Advisors
Alabama
$44.9K -$288K -6,394 -87%
ADL
286
Asset Dedication LLC
California
$42K
BTI
287
Blue Trust Inc
Georgia
$36K -$166K -3,756 -82%
MFG
288
Monumental Financial Group
Maryland
$35K +$35K +781 New
SS
289
Sunbelt Securities
Texas
$34.2K +$34.2K +762 New
Commonwealth Equity Services
290
Commonwealth Equity Services
Massachusetts
$33K +$14.5K +321,482 +78%
GEA
291
Glen Eagle Advisors
New Jersey
$27K
CWA
292
Clearview Wealth Advisors
Oregon
$17.7K +$135 +3 +0.8%
SWM
293
Sugarloaf Wealth Management
Georgia
$16.9K +$135 +3 +0.8%
BAM
294
Bellevue Asset Management
Washington
$16.1K +$766 +17 +5%
PCMC
295
Private Capital Management (Colorado)
Colorado
$15.9K +$15.9K +353 New
GM
296
GeoWealth Management
Illinois
$15K -$693K -15,291 -98%
FCA
297
Fortis Capital Advisors
Kansas
$14.1K
BCMLT
298
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.87K +$5.18K +115 +111%
GI
299
Gradient Investments
Minnesota
$8.7K
SSB
300
Sandy Spring Bank
Maryland
$8.43K