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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 %
PWA
276
Peterson Wealth Advisors
Utah
$319K -$59.9K -1,342 -16%
SB
277
Sunflower Bank
Texas
$306K
AWE
278
Avidian Wealth Enterprises
Texas
$303K -$648K -14,535 -68%
FFN
279
Focus Financial Network
Minnesota
$301K +$301K +6,758 New
SW
280
Simplicity Wealth
New Jersey
$299K +$31.9K +715 +12%
US Bancorp
281
US Bancorp
Minnesota
$294K -$228K -5,113 -44%
CL
282
Choreo LLC
Illinois
$279K +$2.36K +53 +0.9%
GVAG
283
Great Valley Advisor Group
Delaware
$271K -$209K -4,679 -43%
Citigroup
284
Citigroup
New York
$267K -$43.6K -978 -14%
AWM
285
Accel Wealth Management
Iowa
$264K +$2.45K +55 +0.9%
RIA
286
Regal Investment Advisors
Michigan
$254K -$4.33K -97 -2%
MSAM
287
Moloney Securities Asset Management
Missouri
$254K +$36.8K +825 +17%
TAM
288
Tucker Asset Management
Colorado
$251K -$105K -2,344 -29%
BFG
289
Berger Financial Group
Minnesota
$250K
RFA
290
ROI Financial Advisors
Oregon
$249K +$249K +5,574 New
LSA
291
Lion Street Advisors
Texas
$247K +$247K +5,545 New
LCWP
292
Legacy Capital Wealth Partners
Arkansas
$240K -$2.93M -65,680 -92%
KFSC
293
Keystone Financial Services (Colorado)
Colorado
$235K -$353K -7,911 -60%
CCG
294
Cypress Capital Group
Florida
$225K -$293K -6,565 -56%
CPIG
295
Chicago Partners Investment Group
Illinois
$221K -$1.11M -25,470 -83%
CCG
296
Catalina Capital Group
California
$219K +$219K +4,918 New
IAIM
297
International Assets Investment Management
Florida
$216K +$216K +4,840 New
KLCM
298
KG&L Capital Management
Louisiana
$216K +$216K +4,838 New
MWM
299
Meridian Wealth Management
Kentucky
$214K -$23K -515 -10%
GCA
300
Genesee Capital Advisors
New York
$213K -$3.3K -74 -2%