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

346 hedge funds and large institutions have $4.41B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 175 increasing their positions, 117 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
5.02%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.48%
New
35
Increased
175
Reduced
117
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
301
Avidian Wealth Enterprises
Texas
$225K -$70.8K -1,623 -24%
CCG
302
Catalina Capital Group
California
$216K +$1.66K +38 +0.8%
KWA
303
Kingswood Wealth Advisors
California
$216K +$216K +4,943 New
TC
304
TownSquare Capital
Utah
$215K -$432K -9,904 -67%
RCM
305
Raleigh Capital Management
North Carolina
$214K -$111K -2,540 -34%
IAIM
306
International Assets Investment Management
Florida
$211K +$2.12K +49 +1%
GCA
307
Genesee Capital Advisors
New York
$211K +$2.57K +59 +1%
AA
308
Apriem Advisors
California
$210K +$210K +4,819 New
AF
309
Allworth Financial
California
$207K +$119K +2,729 +135%
FCH
310
Freestone Capital Holdings
Washington
$201K +$201K +4,600 New
GWSG
311
GPS Wealth Strategies Group
Colorado
$151K +$8.63K +198 +6%
HFS
312
Hantz Financial Services
Michigan
$150K -$34.8K -799 -19%
SA
313
Scarborough Advisors
Maryland
$144K +$12.8K +293 +10%
RWPA
314
Richard W. Paul & Associates
Michigan
$139K +$21.8K +501 +19%
EWM
315
EPG Wealth Management
Georgia
$101K
FAM
316
Formidable Asset Management
Ohio
$101K +$101K +2,309 New
WWM
317
Wagner Wealth Management
South Carolina
$97.8K -$1.17M -26,923 -92%
T
318
Tidemark
California
$74K -$33.1K -759 -31%
PAM
319
Palisade Asset Management
Minnesota
$73K +$73K +1,675 New
TSWM
320
Tyler-Stone Wealth Management
Ohio
$67.1K +$959 +22 +1%
GJWM
321
Gilliland Jeter Wealth Management
Arkansas
$61.7K +$61.7K +1,415 New
PNC Financial Services Group
322
PNC Financial Services Group
Pennsylvania
$57.8K +$11.3K +260 +24%
S
323
SignatureFD
Georgia
$48.7K +$48.7K +1,116 New
AWM
324
Avior Wealth Management
Nebraska
$39.2K -$58.8K -1,348 -60%
EPW
325
Evergreen Private Wealth
Colorado
$35.2K