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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.

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 Market Value Shares Shares
Change
Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$30.7M 712,434 -316,320 -31%
CFS
27
Commonwealth Financial Services
West Virginia
$30.5M 702,063 +350,281 +100%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$30.2M 701,697 +155,578 +28%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$29M 673,417 -108,899 -14%
SWM
30
Spire Wealth Management
Virginia
$28.3M 660,026 -27,789 -4%
AWM
31
Axxcess Wealth Management
California
$24.6M 571,676 +41,748 +8%
AAS
32
Avantax Advisory Services
Texas
$24M 556,399 -20,593 -4%
CWP
33
Cyndeo Wealth Partners
Florida
$22.8M 530,577 +7,791 +1%
NA
34
NewEdge Advisors
Louisiana
$21.6M 501,348 +151,507 +43%
SCM
35
Seascape Capital Management
New Hampshire
$21.4M 496,061 -2,816 -0.6%
CAAS
36
Capital Asset Advisory Services
Michigan
$20.8M 477,927 +27,271 +6%
DA
37
Drake & Associates
Wisconsin
$20.7M 481,518 +27,705 +6%
LFG
38
Larson Financial Group
Missouri
$20.7M 480,184 +95,336 +25%
M1FG
39
Mach-1 Financial Group
Arkansas
$19M 439,161 +46,060 +12%
KPWS
40
Kestra Private Wealth Services
Texas
$17.3M 401,573 -50,630 -11%
OCFG
41
O'Connor Financial Group
Illinois
$16.8M 390,347 +3,637 +0.9%
AFA
42
Alpha Financial Advisors
North Carolina
$16.4M 380,233 -2,605 -0.7%
AWM
43
AE Wealth Management
Kansas
$15.8M 367,831 +16,010 +5%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$15.8M 367,074 -24,663 -6%
SA
45
Sanctuary Advisors
Indiana
$15.8M 374,644 +374,644 New
SPC
46
Sigma Planning Corp
Michigan
$15.7M 363,618 +27,534 +8%
AFA
47
American Financial Advisors
Georgia
$15.6M 362,339 -335,090 -48%
AI
48
Atria Investments
North Carolina
$14.1M 327,511 -44,203 -12%
DWMS
49
Dominguez Wealth Management Solutions
Virginia
$13.9M 323,113 +9,285 +3%
VWA
50
Visionary Wealth Advisors
Illinois
$13.5M 312,807 -28,383 -8%