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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 %
BBL
101
Beck Bode LLC
Massachusetts
$3.98M +$555K +12,309 +16%
SWP
102
Stratos Wealth Partners
Ohio
$3.97M -$45.7K -1,015 -1%
SFC
103
Strategic Financial Concepts
Texas
$3.92M +$3.92M +87,068 New
AAS
104
Ameritas Advisory Services
Nebraska
$3.84M -$4.31M -95,802 -53%
CGFA
105
Colton Groome Financial Advisors
North Carolina
$3.83M +$3.83M +84,918 New
BFEC
106
Benjamin F. Edwards & Company
Missouri
$3.78M +$336K +7,465 +10%
FA
107
Fagan Associates
New York
$3.74M +$545K +12,085 +17%
GWM
108
Geneos Wealth Management
Colorado
$3.62M +$3.32M +73,644 +1,084%
CAG
109
Csenge Advisory Group
Florida
$3.48M -$289K -6,416 -8%
WSTAM
110
Wilbanks Smith & Thomas Asset Management
Virginia
$3.38M -$42.8K -949 -1%
HighTower Advisors
111
HighTower Advisors
Illinois
$3.36M -$771K -17,089 -19%
PVI
112
Pine Valley Investments
New Jersey
$3.3M +$3.3M +73,494 New
AIC
113
Archer Investment Corporation
Indiana
$3.3M +$1.44M +31,933 +77%
BWM
114
BlackDiamond Wealth Management
New York
$3.3M +$3.3M +72,719 New
CWA
115
Centennial Wealth Advisory
Michigan
$3.27M +$788K +17,495 +32%
FPB
116
First PREMIER Bank
South Dakota
$3.03M +$614K +13,619 +25%
WEPOG
117
Wealth Enhancement & Preservation of GA
Georgia
$2.99M +$2.99M +66,438 New
OPS
118
Orion Portfolio Solutions
Nebraska
$2.85M +$1.95M +43,224 +216%
BCI
119
Brinker Capital Investments
Pennsylvania
$2.85M +$2.85M +63,230 New
BCP
120
Blackhawk Capital Partners
Wisconsin
$2.83M +$2.83M +62,696 New
KA
121
Kovack Advisors
Florida
$2.81M -$307K -6,812 -10%
MA
122
Mutual Advisors
Nebraska
$2.81M -$830K -18,411 -23%
C
123
CEDRUS
Colorado
$2.79M +$830K +18,429 +42%
KIG
124
Kowal Investment Group
Wisconsin
$2.74M -$11.4M -252,254 -81%
BPA
125
Beacon Pointe Advisors
California
$2.69M -$457K -10,152 -15%