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

344 hedge funds and large institutions have $4.57B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 142 reducing their positions, and 23 closing their positions.

Holders
344
Holders Change
+26
Holders Change %
+8.18%
% of All Funds
5.04%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.65%
New
53
Increased
136
Reduced
142
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$15.5M -$2.58M -57,773 -14%
FAIM
52
Financial Advocates Investment Management
Washington
$15.1M +$1.31M +29,472 +10%
VWA
53
Visionary Wealth Advisors
Illinois
$14.8M +$4.82M +107,974 +48%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$14.7M -$1.38M -30,853 -9%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$14.7M +$9.05M +202,792 +160%
LFG
56
Larson Financial Group
Missouri
$14.2M +$3.31M +74,254 +30%
CA
57
Cetera Advisors
Colorado
$13.5M +$3.96M +88,729 +41%
DWMS
58
Dominguez Wealth Management Solutions
Virginia
$13.4M -$4.16M -93,292 -24%
AWS
59
Atria Wealth Solutions
New York
$13.1M +$1.86M +41,719 +17%
SFG
60
SNS Financial Group
Minnesota
$13M +$198K +4,444 +2%
First Trust Advisors
61
First Trust Advisors
Illinois
$12.9M -$57.6K -1,291 -0.4%
IF
62
Intrua Financial
Texas
$12.2M -$3.33M -74,621 -21%
FPF
63
First Pacific Financial
Washington
$11.4M +$11.4M +256,158 New
SWM
64
Solano Wealth Management
California
$11.3M -$51.7K -1,158 -0.5%
FPWM
65
FSB Premier Wealth Management
Iowa
$10.8M -$122K -2,726 -1%
EC
66
EdgeRock Capital
Colorado
$10.7M +$10.7M +241,946 New
GIA
67
Gladstone Institutional Advisory
Florida
$10.6M +$434K +9,732 +4%
MOS
68
MGO One Seven
Ohio
$10.6M +$10.3M +230,719 +3,823%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$10.5M +$8.83M +197,849 +515%
FFS
70
Founders Financial Securities
Maryland
$10.5M +$604K +13,540 +6%
TAM
71
TCP Asset Management
Ohio
$10.2M +$260K +5,821 +3%
CWM
72
Cornerstone Wealth Management
Missouri
$10.2M +$567K +12,720 +6%
HI
73
Harbour Investments
Wisconsin
$9.98M +$1.68M +37,716 +20%
SAM
74
SignalPoint Asset Management
Missouri
$9.78M -$48.2K -1,081 -0.5%
IWM
75
Iams Wealth Management
Nebraska
$9.71M +$468K +10,497 +5%