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

357 hedge funds and large institutions have $3.7B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 132 increasing their positions, 146 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+24
Holders Change %
+7.21%
% of All Funds
4.75%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.36%
New
57
Increased
132
Reduced
146
Closed
25
Calls
$365K
Puts
Net Calls
+$365K
Net Calls Change
+$365K
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
301
BlackRock
New York
$223K +$223K +5,183 New
DWP
302
Daymark Wealth Partners
Ohio
$219K +$1.98K +46 +0.9%
SP
303
Stablepoint Partners
Massachusetts
$216K -$16.8K -390 -7%
GCA
304
Genesee Capital Advisors
New York
$213K +$1.85K +43 +0.9%
BFG
305
Berger Financial Group
Minnesota
$206K
EFG
306
Ethos Financial Group
Pennsylvania
$204K -$644K -14,991 -76%
OPWM
307
Oregon Pacific Wealth Management
Oregon
$201K +$201K +4,671 New
TCM
308
TD Capital Management
Tennessee
$186K -$42.9K -999 -19%
IF
309
Integrity Financial
Wyoming
$149K -$5.29K -123 -3%
SS
310
SBI Securities
Japan
$129K +$129K +3,001 New
BWL
311
Bogart Wealth LLC
Virginia
$121K -$1.2K -28 -1%
US Bancorp
312
US Bancorp
Minnesota
$104K -$27.3K -636 -21%
WWM
313
Wagner Wealth Management
South Carolina
$99.5K +$3.74K +87 +4%
RCM
314
Raleigh Capital Management
North Carolina
$99K -$91.1K -2,121 -48%
S
315
SignatureFD
Georgia
$64.5K
EWM
316
EPG Wealth Management
Georgia
$64.5K
RWPA
317
Richard W. Paul & Associates
Michigan
$54.8K
KIM
318
Kestra Investment Management
Texas
$51.4K +$51.4K +1,196 New
MCM
319
MAI Capital Management
Ohio
$51K +$51K +1,188 New
Q1WB
320
Quest 10 Wealth Builders
Virginia
$44.1K +$44.1K +1,027 New
WI
321
Wintrust Investments
Illinois
$43K -$6K -141 -12%
GWSG
322
GPS Wealth Strategies Group
Colorado
$40.8K -$27.9K -650 -41%
AWM
323
Avior Wealth Management
Nebraska
$38.7K
EPW
324
Evergreen Private Wealth
Colorado
$34.7K
BCMLT
325
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.3K -$28.2K -656 -50%