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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 %
SWM
76
Solano Wealth Management
California
$8.57M +$8.57M +190,224 New
FCM
77
Family Capital Management
Michigan
$8.15M +$1.57M +34,838 +24%
WCFA
78
Walkner Condon Financial Advisors
Wisconsin
$7.89M +$861K +19,106 +12%
EFL
79
ERn Financial LLC
Wisconsin
$7.65M +$357K +7,919 +5%
TAM
80
TCP Asset Management
Ohio
$7.61M +$7.06M +156,614 +1,282%
APWM
81
Atlas Private Wealth Management
New York
$7.57M +$59.1K +1,312 +0.8%
PFS
82
Prospera Financial Services
Texas
$7.53M +$6.53M +144,761 +653%
FFS
83
Founders Financial Securities
Maryland
$7.06M +$1.62M +35,913 +30%
CA
84
Cetera Advisors
Colorado
$6.95M -$144K -3,202 -2%
SPIA
85
Steward Partners Investment Advisory
New York
$6.67M -$508K -11,281 -7%
NFP
86
NorthLanding Financial Partners
New York
$6.44M -$14.6K -323 -0.2%
FFP
87
Forbes Financial Planning
Rhode Island
$6.09M +$2.01M +44,593 +49%
LCWP
88
Legacy Capital Wealth Partners
Arkansas
$6.03M -$355K -7,886 -6%
LA
89
LexAurum Advisors
Kansas
$5.38M +$434K +9,628 +9%
PFA
90
Pinnacle Family Advisors
Missouri
$5.34M +$607K +13,481 +13%
CP
91
Capital Planning
Washington
$5.24M +$81.2K +1,801 +2%
OWM
92
Opes Wealth Management
California
$5.14M +$1.86M +41,295 +57%
LWMNY
93
Landmark Wealth Management (New York)
New York
$5M +$478K +10,606 +11%
UWM
94
USAdvisors Wealth Management
Minnesota
$4.82M -$288K -6,399 -6%
OIA
95
OneDigital Investment Advisors
Kansas
$4.78M -$554K -12,298 -10%
SOS
96
Silver Oak Securities
Tennessee
$4.5M +$458K +10,159 +11%
BFG
97
Beacon Financial Group
Texas
$4.24M -$380K -8,411 -8%
AFP
98
Ausdal Financial Partners
Iowa
$4.11M -$646K -14,337 -14%
MML Investors Services
99
MML Investors Services
Massachusetts
$4.01M +$87.8K +1,949 +2%
DADC
100
D.A. Davidson & Co
Montana
$3.99M -$17.4K -386 -0.4%