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

357 hedge funds and large institutions have $3.7B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 132 increasing their positions, 146 reducing their positions, and 25 closing their positions.

Holders
357
Holders Change
+24
Holders Change %
+7.21%
% of All Funds
4.75%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.36%
New
57
Increased
132
Reduced
146
Closed
25
Calls
$365K
Puts
Net Calls
+$365K
Net Calls Change
+$365K
Name Market Value Shares Shares
Change
Shares
Change %
BAWM
101
Bennett Associates Wealth Management
Pennsylvania
$5.27M 122,742 +18,604 +18%
WIA
102
World Investment Advisors
California
$5.2M 121,125 +34,160 +39%
EFL
103
ERn Financial LLC
Wisconsin
$5.19M 120,735 -5,837 -5%
CG
104
CFO4Life Group
Texas
$4.88M 113,624 -77,382 -41%
IWC
105
Integrated Wealth Concepts
Massachusetts
$4.79M 111,555 -2,247 -2%
UWM
106
USAdvisors Wealth Management
Minnesota
$4.77M 110,938 +4,161 +4%
SP
107
Sequent Planning
Nebraska
$4.55M 105,928 +1,160 +1%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$4.18M 97,341 +2,180 +2%
HIW
109
Holos Integrated Wealth
Pennsylvania
$4.08M 95,048 +95,048 New
BCI
110
Brinker Capital Investments
Pennsylvania
$4.06M 94,559 -74,219 -44%
OPS
111
Orion Portfolio Solutions
Nebraska
$4.06M 94,559 -74,219 -44%
MA
112
Mutual Advisors
Nebraska
$4.04M 94,097 -63,858 -40%
Betterment LLC
113
Betterment LLC
New York
$3.89M 90,499 +14,848 +20%
AIC
114
Archer Investment Corporation
Indiana
$3.85M 89,555 +3,568 +4%
CP
115
Capital Planning
Washington
$3.84M 89,323 -52,491 -37%
CWA
116
Crux Wealth Advisors
California
$3.8M 88,426 +88,426 New
AWM
117
AE Wealth Management
Kansas
$3.79M 88,215 -78,689 -47%
ATPW
118
Ashton Thomas Private Wealth
Arizona
$3.77M 87,812 +15,731 +22%
PA
119
PFG Advisors
Arizona
$3.7M 86,153 +52,982 +160%
FA
120
Fagan Associates
New York
$3.69M 85,872 -165 -0.2%
FCM
121
Family Capital Management
Michigan
$3.67M 85,344 -6,688 -7%
KWS
122
Keystone Wealth Services
California
$3.54M 82,418 +39,278 +91%
SG
123
StoneX Group
New York
$3.54M 82,282 +82,282 New
DWM
124
Darwin Wealth Management
Florida
$3.49M 81,131 -17,585 -18%
MFS
125
Madrona Financial Services
Washington
$3.45M 80,370 -112,100 -58%