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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 %
CASC
51
Coppell Advisory Solutions Corp
Texas
$13.5M -$18.7M -417,255 -58%
SCM
52
Seascape Capital Management
New Hampshire
$13.2M +$4.38M +97,297 +50%
SPC
53
Sigma Planning Corp
Michigan
$12.4M +$5.96M +132,195 +93%
LFG
54
Larson Financial Group
Missouri
$11.9M +$292K +6,488 +3%
HFS
55
Howard Financial Services
Texas
$11.7M +$1.7M +37,753 +17%
KPWS
56
Kestra Private Wealth Services
Texas
$11.2M +$3.78M +83,822 +51%
EIA
57
Eldridge Investment Advisors
New Hampshire
$11M -$4.39M -97,514 -28%
DWM
58
Darwin Wealth Management
Florida
$10.9M -$334K -7,470 -3%
FZCM
59
Flynn Zito Capital Management
New York
$10.8M +$3.01M +66,721 +39%
SCA
60
Snowden Capital Advisors
New York
$10.8M +$2.09M +46,309 +24%
IGWM
61
ICA Group Wealth Management
Colorado
$10.4M -$228K -5,053 -2%
GIA
62
Gladstone Institutional Advisory
Florida
$9.95M -$250K -5,559 -2%
CAAS
63
Capital Asset Advisory Services
Michigan
$9.85M +$407K +9,035 +4%
CG
64
CFO4Life Group
Texas
$9.72M +$376K +8,339 +4%
HI
65
Harbour Investments
Wisconsin
$9.55M +$764K +16,951 +9%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$9.52M +$340K +7,535 +4%
AWA
67
Arkadios Wealth Advisors
Georgia
$9.47M +$677K +15,028 +8%
SAM
68
SignalPoint Asset Management
Missouri
$9.38M +$1.43M +31,746 +18%
AWS
69
Atria Wealth Solutions
New York
$9.29M -$321K -7,124 -3%
IWM
70
Iams Wealth Management
Nebraska
$9.25M -$1.14M -25,354 -11%
NA
71
NewEdge Advisors
Louisiana
$9.23M +$679K +15,070 +8%
FPWM
72
FSB Premier Wealth Management
Iowa
$9.22M +$524K +11,621 +6%
AI
73
Atria Investments
North Carolina
$8.95M +$4.54M +100,813 +103%
FAIM
74
Financial Advocates Investment Management
Washington
$8.81M +$1.77M +39,227 +25%
CWM
75
Cornerstone Wealth Management
Missouri
$8.79M +$8.79M +195,027 New