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

333 hedge funds and large institutions have $4.4B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 163 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-6
Holders Change %
-1.77%
% of All Funds
4.82%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.43%
New
26
Increased
163
Reduced
121
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
301
EPG Wealth Management
Georgia
$67.9K +$67.9K +1,500 New
GJWM
302
Gilliland Jeter Wealth Management
Arkansas
$64K
BCMLT
303
Beacon Capital Management LLC (Tennessee)
Tennessee
$59.5K +$54.9K +1,213 +1,178%
RWPA
304
Richard W. Paul & Associates
Michigan
$57.7K -$20.6K -455 -26%
WI
305
Wintrust Investments
Illinois
$52K -$475K -10,520 -90%
IWP
306
IAG Wealth Partners
Wisconsin
$50K -$14.8K -327 -23%
AWM
307
Avior Wealth Management
Nebraska
$40.7K
EPW
308
Evergreen Private Wealth
Colorado
$36.5K
JIP
309
Jaffetilchin Investment Partners
Florida
$26.7K +$26.7K +591 New
TLA
310
Tanglewood Legacy Advisors
Texas
$21.7K
AW
311
Avion Wealth
Texas
$18K +$176 +4 +1%
TSMHT
312
Thurston Springer Miller Herd & Titak
Indiana
$14.7K
HGERS
313
Householder Group Estate & Retirement Specialist
Arizona
$14K +$89 +2 +0.6%
T
314
Tidemark
California
$13.7K
PA
315
PSI Advisors
Florida
$12.8K -$5.25K -116 -29%
PFG
316
Peterson Financial Group
Iowa
$10K +$10K +222 New
OC
317
Oarsman Capital
Wisconsin
$9.73K +$9.73K +215 New
HFS
318
Hantz Financial Services
Michigan
$9K -$113K -2,519 -93%
SSB
319
Sandy Spring Bank
Maryland
$8.46K
SWM
320
Sugarloaf Wealth Management
Georgia
$8.2K +$91 +2 +1%
AAP
321
Arax Advisory Partners
Colorado
$6.52K
Jones Financial Companies
322
Jones Financial Companies
Missouri
$6.17K +$6.17K +136 New
HNB
323
Hilltop National Bank
Wyoming
$4.34K
PMFA
324
Plante Moran Financial Advisors
Michigan
$3.39K +$3.39K +75 New
AF
325
Advisornet Financial
Minnesota
$3.21K