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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 %
EWM
301
EPG Wealth Management
Georgia
$102K
AF
302
Allworth Financial
California
$98.4K -$8.97K -203 -8%
PB
303
Pinnacle Bancorp
Nebraska
$88.3K
PNC Financial Services Group
304
PNC Financial Services Group
Pennsylvania
$77.8K +$16.6K +375 +27%
TSWM
305
Tyler-Stone Wealth Management
Ohio
$66K +$66K +1,488 New
SIS
306
Sound Income Strategies
Florida
$58.1K +$58.1K +1,316 New
CIA
307
Cape Investment Advisory
Georgia
$43.8K -$49.2K -1,114 -53%
PP
308
PFS Partners
New Jersey
$35.8K +$35.8K +811 New
SS
309
Sunbelt Securities
Texas
$33.9K +$265 +6 +0.8%
ACA
310
Aptus Capital Advisors
Alabama
$27.8K -$16.2K -367 -37%
TWM
311
Tradition Wealth Management
Minnesota
$27K +$27K +601 New
GEA
312
Glen Eagle Advisors
New Jersey
$26.5K
CWA
313
Clearview Wealth Advisors
Oregon
$17.5K +$177 +4 +1%
CAL
314
Capital Analysts LLC
Pennsylvania
$17K +$17K +375 New
SWM
315
Sugarloaf Wealth Management
Georgia
$16.7K +$133 +3 +0.8%
BAM
316
Bellevue Asset Management
Washington
$16K +$265 +6 +2%
PCMC
317
Private Capital Management (Colorado)
Colorado
$15.8K +$221 +5 +1%
WOSD
318
WFA of San Diego
California
$13.6K +$13.6K +307 New
FHA
319
First Horizon Advisors
Tennessee
$10.8K -$45.1K -1,020 -81%
AF
320
Advisornet Financial
Minnesota
$9.94K +$7.6K +172 +325%
GI
321
Gradient Investments
Minnesota
$8.53K
SSB
322
Sandy Spring Bank
Maryland
$8.26K
AAP
323
Arax Advisory Partners
Colorado
$6.36K +$6.36K +144 New
VF
324
VitalStone Financial
Texas
$5K +$5K +100 New
BCMLT
325
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.55K -$5.12K -116 -53%