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

344 hedge funds and large institutions have $4.57B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 142 reducing their positions, and 23 closing their positions.

Holders
344
Holders Change
+26
Holders Change %
+8.18%
% of All Funds
5.04%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.65%
New
53
Increased
136
Reduced
142
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
101
Benjamin F. Edwards & Company
Missouri
$6.13M +$449K +10,067 +8%
NFG
102
Nations Financial Group
Iowa
$6.13M +$1.25M +27,984 +26%
NDSI
103
Newman Dignan & Sheerar Inc
Rhode Island
$6.11M +$133K +2,987 +2%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$6.09M +$1.16M +25,938 +23%
MFS
105
Madrona Financial Services
Washington
$5.93M +$5.93M +132,993 New
GWM
106
Geneos Wealth Management
Colorado
$5.92M +$561K +12,567 +10%
CP
107
Capital Planning
Washington
$5.83M +$740K +16,597 +15%
BAWM
108
Bennett Associates Wealth Management
Pennsylvania
$5.77M +$5.77M +129,290 New
PFA
109
Pinnacle Family Advisors
Missouri
$5.69M +$201K +4,509 +4%
LWMNY
110
Landmark Wealth Management (New York)
New York
$5.4M +$225K +5,044 +4%
ACA
111
Aptus Capital Advisors
Alabama
$5.39M +$166K +3,731 +3%
GWANC
112
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.39M +$166K +3,731 +3%
FCM
113
Family Capital Management
Michigan
$5.28M -$2.64M -59,259 -33%
MML Investors Services
114
MML Investors Services
Massachusetts
$5.27M +$501K +11,222 +10%
GWP
115
Gateway Wealth Partners
Wisconsin
$5.2M +$628K +14,086 +14%
OIA
116
OneDigital Investment Advisors
Kansas
$5.13M +$346K +7,768 +7%
MA
117
Mutual Advisors
Nebraska
$5.09M -$3.69M -82,635 -42%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$5.09M -$1.52M -34,063 -23%
GWM
119
GDS Wealth Management
Texas
$5.05M -$39.9M -893,801 -89%
WMA
120
West Michigan Advisors
Michigan
$5.02M +$988K +22,153 +25%
SPC
121
Sigma Planning Corp
Michigan
$4.99M -$6.25M -140,025 -56%
PAS
122
Park Avenue Securities
New York
$4.95M +$673K +15,086 +16%
UWM
123
USAdvisors Wealth Management
Minnesota
$4.82M -$138K -3,098 -3%
SFC
124
Strategic Financial Concepts
Texas
$4.7M -$1.06M -23,757 -18%
EIA
125
Eldridge Investment Advisors
New Hampshire
$4.64M -$4.05M -90,734 -47%