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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 %
BCI
101
Brinker Capital Investments
Pennsylvania
$4.85M +$2.05M +46,514 +74%
OIA
102
OneDigital Investment Advisors
Kansas
$4.76M +$73.8K +1,670 +2%
NDSI
103
Newman Dignan & Sheerar Inc
Rhode Island
$4.49M +$2.19M +49,595 +95%
SOS
104
Silver Oak Securities
Tennessee
$4.44M +$26.7K +604 +0.6%
SWP
105
Stratos Wealth Partners
Ohio
$4.33M +$436K +9,866 +11%
SFC
106
Strategic Financial Concepts
Texas
$4.27M +$427K +9,663 +11%
MML Investors Services
107
MML Investors Services
Massachusetts
$4.22M +$290K +6,564 +7%
BFG
108
Beacon Financial Group
Texas
$4.13M -$7.71K -175 -0.2%
UWM
109
USAdvisors Wealth Management
Minnesota
$4.05M -$664K -15,085 -14%
FA
110
Fagan Associates
New York
$3.99M +$317K +7,175 +9%
HFP
111
Holistic Financial Partners
Indiana
$3.96M +$3.96M +89,688 New
TCM
112
Triumph Capital Management
Colorado
$3.92M +$3.38M +76,536 +628%
CWA
113
Centennial Wealth Advisory
Michigan
$3.88M +$675K +15,283 +21%
CAG
114
Csenge Advisory Group
Florida
$3.88M +$469K +10,622 +14%
NFP
115
NorthLanding Financial Partners
New York
$3.86M -$2.46M -55,612 -39%
AFP
116
Ausdal Financial Partners
Iowa
$3.85M -$178K -4,028 -4%
FIA
117
Foundations Investment Advisors
Arizona
$3.82M +$3.52M +79,763 +1,185%
DADC
118
D.A. Davidson & Co
Montana
$3.73M -$181K -4,105 -5%
WMA
119
West Michigan Advisors
Michigan
$3.68M +$3.68M +83,308 New
GWP
120
Gateway Wealth Partners
Wisconsin
$3.61M +$1.03M +23,393 +40%
AIC
121
Archer Investment Corporation
Indiana
$3.58M +$348K +7,875 +11%
CA
122
CoreCap Advisors
Michigan
$3.49M +$3.49M +79,114 New
MA
123
Mutual Advisors
Nebraska
$3.47M +$717K +16,238 +26%
WSTAM
124
Wilbanks Smith & Thomas Asset Management
Virginia
$3.45M +$140K +3,166 +4%
PAS
125
Park Avenue Securities
New York
$3.38M +$1.63M +37,009 +94%