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

339 hedge funds and large institutions have $4.03B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 137 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-7
Holders Change %
-2.02%
% of All Funds
4.93%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.38%
New
30
Increased
137
Reduced
155
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
301
PNC Financial Services Group
Pennsylvania
$123K +$66.4K +1,542 +116%
SA
302
Scarborough Advisors
Maryland
$122K -$19.5K -453 -14%
BWL
303
Bogart Wealth LLC
Virginia
$122K -$347K -8,057 -74%
HFS
304
Hantz Financial Services
Michigan
$117K -$31.2K -726 -21%
SFC
305
Strategic Financial Concepts
Texas
$104K +$9.69K +13,402 +10%
WWM
306
Wagner Wealth Management
South Carolina
$93.3K -$3.19K -74 -3%
GWSG
307
GPS Wealth Strategies Group
Colorado
$84.6K -$64.6K -1,500 -43%
EWM
308
EPG Wealth Management
Georgia
$77.5K -$101K -2,314 Closed
RWPA
309
Richard W. Paul & Associates
Michigan
$74.5K -$63.1K -1,466 -46%
TSWM
310
Tyler-Stone Wealth Management
Ohio
$67K +$732 +17 +1%
S
311
SignatureFD
Georgia
$64.6K +$16.5K +384 +34%
IWP
312
IAG Wealth Partners
Wisconsin
$61.6K +$61.6K +1,432 New
GJWM
313
Gilliland Jeter Wealth Management
Arkansas
$60.9K
AWM
314
Avior Wealth Management
Nebraska
$38.7K
EPW
315
Evergreen Private Wealth
Colorado
$34.7K
RA
316
Rise Advisors
New York
$34K +$258 +6 +0.8%
CP
317
Castleview Partners
Texas
$31.9K +$31.9K +741 New
TLA
318
Tanglewood Legacy Advisors
Texas
$20.7K
PA
319
PSI Advisors
Florida
$17.2K +$17.2K +399 New
AW
320
Avion Wealth
Texas
$17K +$17K +405 New
SFA
321
Semmax Financial Advisors
North Carolina
$17K +$17K +379 New
FHC
322
First Heartland Consultants
Missouri
$16.3K +$6.16K +143,135 +61%
CAL
323
Capital Analysts LLC
Pennsylvania
$16K
TSMHT
324
Thurston Springer Miller Herd & Titak
Indiana
$14K +$14K +325 New
T
325
Tidemark
California
$13K -$60.1K -1,395 -82%