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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 %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$34.1M -$7.24M -166,008 -18%
Truist Financial
27
Truist Financial
North Carolina
$31.8M -$4.74M -108,817 -13%
LRWA
28
Long Run Wealth Advisors
New York
$31.8M +$1.5M +34,360 +5%
AFA
29
American Financial Advisors
Georgia
$30.4M -$423K -9,698 -1%
CA
30
Cetera Advisors
Colorado
$27M +$13.8M +315,862 +104%
PFS
31
Prospera Financial Services
Texas
$25.9M +$6.85M +156,976 +36%
AAS
32
Avantax Advisory Services
Texas
$25.2M +$2.54M +58,273 +11%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$23.8M +$8.7M +199,608 +58%
AWM
34
Axxcess Wealth Management
California
$23.1M +$3.97M +91,123 +21%
CWP
35
Cyndeo Wealth Partners
Florida
$22.8M +$461K +10,572 +2%
SCM
36
Seascape Capital Management
New Hampshire
$21.8M +$3.36M +76,981 +18%
RCAG
37
Rehmann Capital Advisory Group
Michigan
$21.1M +$2.28M +52,371 +12%
CAN
38
Cetera Advisor Networks
California
$20.7M -$717K -16,449 -3%
DA
39
Drake & Associates
Wisconsin
$19.8M +$1.25M +28,661 +7%
KPWS
40
Kestra Private Wealth Services
Texas
$19.7M +$2.04M +46,809 +12%
CAAS
41
Capital Asset Advisory Services
Michigan
$19.4M +$3.77M +87,682 +24%
OMC
42
Old Mission Capital
Illinois
$19.4M +$19.4M +444,225 New
HFS
43
Howard Financial Services
Texas
$18M +$838K +19,213 +5%
M1FG
44
Mach-1 Financial Group
Arkansas
$17.1M +$1.17M +26,748 +7%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$17.1M -$2.52M -57,861 -13%
OCFG
46
O'Connor Financial Group
Illinois
$16.9M +$745K +17,081 +5%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$16.8M +$2.44M +55,904 +17%
LFG
48
Larson Financial Group
Missouri
$16.8M +$2.93M +67,117 +21%
AFA
49
Alpha Financial Advisors
North Carolina
$16.7M +$858K +19,689 +5%
AI
50
Atria Investments
North Carolina
$16.2M +$675K +15,474 +4%