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

305 hedge funds and large institutions have $2.55B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 95 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-25
Holders Change %
-7.58%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
13
Increased
95
Reduced
171
Closed
35
Calls
$1.53M
Puts
Net Calls
+$1.53M
Net Calls Change
+$975K
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$6.25M +$5.54M +126,240 +776%
LWMNY
52
Landmark Wealth Management (New York)
New York
$6.01M -$115K -2,622 -2%
OMC
53
Old Mission Capital
Illinois
$5.98M +$1.34M +30,561 +29%
First Trust Advisors
54
First Trust Advisors
Illinois
$5.94M +$293K +6,676 +5%
CF
55
Centaurus Financial
California
$5.8M -$270K -6,159 -4%
HFS
56
Howard Financial Services
Texas
$5.66M -$2.89M -65,934 -34%
AWM
57
Axxcess Wealth Management
California
$5.55M -$14.3M -325,298 -72%
SWP
58
Stratos Wealth Partners
Ohio
$5.49M -$450K -10,263 -8%
SOS
59
Silver Oak Securities
Tennessee
$5.39M +$658 +15 +0%
BEI
60
Benjamin Edwards Inc
Missouri
$5.33M +$929K +21,169 +21%
EFL
61
ERn Financial LLC
Wisconsin
$5.3M +$83.7K +1,907 +2%
CAS
62
Coppell Advisory Solutions
Texas
$5.25M -$8.76M -200,548 -63%
BAWM
63
Bennett Associates Wealth Management
Pennsylvania
$5.22M -$386K -8,801 -7%
PAG
64
Private Advisor Group
New Jersey
$5.11M -$231K -5,253 -4%
CWM
65
Cornerstone Wealth Management
Missouri
$5.09M -$5.52M -125,804 -52%
FPWM
66
FSB Premier Wealth Management
Iowa
$5.07M -$579K -13,192 -10%
FTUS
67
Flow Traders U.S.
New York
$4.7M +$3.63M +82,623 +337%
SP
68
Sequent Planning
Nebraska
$4.68M +$48.9K +1,114 +1%
UWM
69
USAdvisors Wealth Management
Minnesota
$4.5M -$58.4K -1,332 -1%
KWM
70
Kingsview Wealth Management
Oregon
$4.48M -$917K -20,895 -17%
SEIA
71
Signature Estate & Investment Advisors
California
$4.27M -$257K -5,849 -6%
CP
72
Capital Planning
Washington
$4.08M +$195K +4,448 +5%
FHA
73
First Horizon Advisors
Tennessee
$4.08M +$206K +4,685 +5%
AssetMark Inc
74
AssetMark Inc
California
$4.03M +$496K +11,297 +14%
HAS
75
HBW Advisory Services
California
$4.01M +$74.5K +1,698 +2%