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

330 hedge funds and large institutions have $3.72B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 173 increasing their positions, 90 reducing their positions, and 15 closing their positions.

Holders
330
Holders Change
+25
Holders Change %
+8.2%
% of All Funds
5.21%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.66%
New
46
Increased
173
Reduced
90
Closed
15
Calls
Puts
$19.5M
Net Calls
-$19.5M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
76
SignalPoint Asset Management
Missouri
$9.08M -$119K -2,690 -1%
CWM
77
Cornerstone Wealth Management
Missouri
$9.07M +$459K +10,385 +5%
FFS
78
Founders Financial Securities
Maryland
$8.98M +$2.06M +46,742 +30%
SWM
79
Solano Wealth Management
California
$8.96M +$563K +12,741 +7%
HI
80
Harbour Investments
Wisconsin
$8.84M -$518K -11,717 -6%
FCM
81
Family Capital Management
Michigan
$8.05M +$66.8K +1,513 +0.8%
APWM
82
Atlas Private Wealth Management
New York
$7.97M +$555K +12,566 +7%
CA
83
Cetera Advisors
Colorado
$7.97M +$1.16M +26,351 +17%
WCFA
84
Walkner Condon Financial Advisors
Wisconsin
$7.7M -$31K -702 -0.4%
SMF
85
Sterling Manor Financial
New York
$7.55M +$7.07M +160,085 +1,463%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$7.38M -$1.95M -44,258 -21%
PFS
87
Prospera Financial Services
Texas
$7.27M -$113K -2,554 -2%
EFL
88
ERn Financial LLC
Wisconsin
$7.14M -$354K -8,014 -5%
AA
89
Advisory Alpha
Michigan
$6.93M +$6.19M +140,105 +839%
LA
90
LexAurum Advisors
Kansas
$6.86M +$1.58M +35,746 +30%
SPIA
91
Steward Partners Investment Advisory
New York
$6.42M -$116K -2,617 -2%
OWM
92
Opes Wealth Management
California
$6.09M +$1.05M +23,783 +21%
FFP
93
Forbes Financial Planning
Rhode Island
$5.96M -$15.6K -354 -0.3%
GWM
94
Geneos Wealth Management
Colorado
$5.14M +$1.58M +35,856 +45%
PFA
95
Pinnacle Family Advisors
Missouri
$5.09M -$147K -3,337 -3%
CP
96
Capital Planning
Washington
$5.02M -$113K -2,555 -2%
LWMNY
97
Landmark Wealth Management (New York)
New York
$4.99M +$85.9K +1,944 +2%
BFEC
98
Benjamin F. Edwards & Company
Missouri
$4.91M +$1.21M +27,420 +33%
BBL
99
Beck Bode LLC
Massachusetts
$4.87M +$970K +21,959 +25%
OPS
100
Orion Portfolio Solutions
Nebraska
$4.85M +$2.05M +46,514 +74%