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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 %
AWM
276
Accel Wealth Management
Iowa
$253K +$193K +4,378 +322%
PWM
277
Perigon Wealth Management
California
$253K
BFG
278
Berger Financial Group
Minnesota
$247K +$9.19K +208 +4%
MWM
279
Meridian Wealth Management
Kentucky
$234K -$108K -2,437 -31%
LSA
280
Lion Street Advisors
Texas
$229K +$229K +4,285 New
SW
281
Simplicity Wealth
New Jersey
$227K +$28.1K +636 +14%
KFGK
282
Keystone Financial Group (Kentucky)
Kentucky
$226K +$226K +5,124 New
CCWM
283
Cassaday & Co Wealth Management
Virginia
$225K +$225K +5,104 New
CWP
284
Core Wealth Partners
California
$220K
GCM
285
Gallacher Capital Management
Colorado
$217K -$235K -5,314 -52%
BCM
286
Brookstone Capital Management
Illinois
$215K +$215K +4,945 New
TI
287
Trexquant Investment
Connecticut
$210K +$210K +4,759 New
GWSG
288
GPS Wealth Strategies Group
Colorado
$207K -$707 -16 -0.3%
GT
289
Greenleaf Trust
Michigan
$204K +$204K +4,624 New
FFN
290
Focus Financial Network
Minnesota
$203K +$203K +4,606 New
FM
291
Family Management
New York
$201K
GM
292
GeoWealth Management
Illinois
$180K +$165K +3,755 +1,134%
HS
293
Horan Securities
United States
$165K -$12.9K -291 -7%
CIAS
294
Capital Investment Advisory Services
North Carolina
$161K -$9.5K -215 -6%
OLVIG
295
Oliver Lagore Vanvalin Investment Group
Michigan
$153K +$153K +3,455 New
RIA
296
Realta Investment Advisors
Delaware
$148K +$148K +3,340 New
RA
297
Rise Advisors
New York
$146K +$1.24K +28 +0.9%
ODG
298
O'Dell Group
Ohio
$127K +$127K +2,884 New
PIAS
299
PCA Investment Advisory Services
Ohio
$127K +$127K +2,865 New
BF
300
BOK Financial
Oklahoma
$123K