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

333 hedge funds and large institutions have $4.4B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 163 increasing their positions, 121 reducing their positions, and 29 closing their positions.

Holders
333
Holders Change
-6
Holders Change %
-1.77%
% of All Funds
4.82%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.43%
New
26
Increased
163
Reduced
121
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PSCM
51
Per Stirling Capital Management
Texas
$16.3M 359,306 +290,488 +422%
SPC
52
Sigma Planning Corp
Michigan
$15.5M 343,577 -20,041 -6%
GWM
53
GDS Wealth Management
Texas
$15.5M 342,915 +39,159 +13%
C
54
CEDRUS
Colorado
$15.1M 333,069 +90,364 +37%
First Trust Advisors
55
First Trust Advisors
Illinois
$15M 332,173 +46,084 +16%
AI
56
Atria Investments
North Carolina
$14.8M 327,447 -64 -0%
AFA
57
American Financial Advisors
Georgia
$14.5M 320,170 -42,169 -12%
TAM
58
TCP Asset Management
Ohio
$14.4M 319,373 +8,378 +3%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$14.2M 314,464 +3,118 +1%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$14M 309,579 +309,579 New
HFS
61
Howard Financial Services
Texas
$13.9M 306,362 +4,152 +1%
DWMS
62
Dominguez Wealth Management Solutions
Virginia
$13.8M 305,998 -17,115 -5%
AWS
63
Atria Wealth Solutions
New York
$13.5M 297,683 +26,919 +10%
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$13M 287,975 +3,311 +1%
VWA
65
Visionary Wealth Advisors
Illinois
$11.8M 259,757 -53,050 -17%
TPWA
66
Twin Peaks Wealth Advisors
California
$11.4M 252,130 +5,987 +2%
ACM
67
Andina Capital Management
Utah
$11.4M 251,902 +89,570 +55%
BAM
68
Bellevue Asset Management
Washington
$10.8M 239,458 +29,860 +14%
AAS
69
Ameritas Advisory Services
Nebraska
$10.8M 239,089 -27,881 -10%
LA
70
LexAurum Advisors
Kansas
$10.5M 231,922 +53,536 +30%
TCM
71
Triumph Capital Management
Colorado
$10.4M 228,959 +8,109 +4%
CWM
72
Cornerstone Wealth Management
Missouri
$9.61M 212,339 +2,290 +1%
GIA
73
Gladstone Institutional Advisory
Florida
$9.49M 209,769 -11,126 -5%
HI
74
Horizon Investments
North Carolina
$9.36M 207,688 +3,365 +2%
AssetMark Inc
75
AssetMark Inc
California
$9.33M 206,150 +15,788 +8%