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

305 hedge funds and large institutions have $3.37B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 151 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+10
Holders Change %
+3.39%
% of All Funds
4.88%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
45
Increased
151
Reduced
90
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
26
Spire Wealth Management
Virginia
$26.1M +$5.33M +118,237 +26%
AFA
27
American Financial Advisors
Georgia
$25.7M +$504K +11,194 +2%
KAS
28
Kestra Advisory Services
Texas
$24.2M -$9.45M -209,690 -28%
Truist Financial
29
Truist Financial
North Carolina
$24.1M +$14M +311,257 +139%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$23.8M +$6.61M +146,730 +38%
CWP
31
Cyndeo Wealth Partners
Florida
$23.8M +$7.5M +166,401 +46%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$22.1M -$2.92M -65,005 -12%
Mariner
33
Mariner
Kansas
$20.7M +$6.73M +149,280 +48%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$20.4M +$2.71M +60,144 +15%
CAN
35
Cetera Advisor Networks
California
$20.4M -$4.12M -91,512 -17%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$18.9M -$85.9K -1,906 -0.5%
DWMS
37
Dominguez Wealth Management Solutions
Virginia
$17.6M +$954K +21,167 +6%
SFP
38
Sweet Financial Partners
Minnesota
$17.4M +$1.85M +41,085 +12%
SWMG
39
Sanchez Wealth Management Group
Florida
$15.9M +$105K +2,337 +0.7%
DA
40
Drake & Associates
Wisconsin
$15.5M +$425K +9,425 +3%
First Trust Advisors
41
First Trust Advisors
Illinois
$15.4M +$1.79M +39,790 +13%
AFA
42
Alpha Financial Advisors
North Carolina
$15.4M +$410K +9,101 +3%
IF
43
Intrua Financial
Texas
$14.8M +$2.08M +46,020 +16%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$14.7M +$6.13M +136,133 +72%
AAS
45
Avantax Advisory Services
Texas
$14.6M +$1.59M +35,375 +12%
FA
46
FDx Advisors
Illinois
$14.5M
OCFG
47
O'Connor Financial Group
Illinois
$14.3M +$14.3M +316,685 New
SFG
48
SNS Financial Group
Minnesota
$14M +$671K +14,896 +5%
RCAG
49
Rehmann Capital Advisory Group
Michigan
$13.7M +$2.41M +53,469 +21%
CAS
50
Coppell Advisory Solutions
Texas
$13.5M -$18.7M -417,255 -58%