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

330 hedge funds and large institutions have $3.08B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 192 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-27
Holders Change %
-7.56%
% of All Funds
4.48%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
21
Increased
91
Reduced
192
Closed
37
Calls
$1.48M
Puts
$925K
Net Calls
+$552K
Net Calls Change
+$187K
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
101
AssetMark Inc
California
$3.53M -$2.02M -46,163 -36%
WIA
102
World Investment Advisors
California
$3.5M -$1.81M -41,323 -34%
SCA
103
Snowden Capital Advisors
New York
$3.49M -$3.18M -72,507 -48%
DWM
104
Darwin Wealth Management
Florida
$3.49M
ACA
105
Aptus Capital Advisors
Alabama
$3.4M -$92K -2,098 -3%
GWANC
106
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.4M +$28.4K +647 +0.8%
FFA
107
Farther Finance Advisors
California
$3.33M +$19.4K +441 +0.6%
SPC
108
Sigma Planning Corp
Michigan
$3.3M -$6.79M -154,952 -67%
Comerica Bank
109
Comerica Bank
Texas
$3.27M -$225K -5,123 -6%
CFS
110
Cannon Financial Strategists
Georgia
$3.27M +$150K +3,411 +5%
BWM
111
BCGM Wealth Management
Indiana
$3.24M +$117K +2,665 +4%
EH
112
Equitable Holdings
New York
$3.2M +$120K +2,741 +4%
Betterment LLC
113
Betterment LLC
New York
$3.16M -$813K -18,535 -20%
OC
114
Oppenheimer & Co
New York
$3.09M -$150K -3,421 -5%
GSEP
115
Golden State Equity Partners
California
$2.99M -$286K -6,527 -9%
BCP
116
Blackhawk Capital Partners
Wisconsin
$2.98M -$26K -593 -0.9%
SWM
117
Spire Wealth Management
Virginia
$2.96M -$25.1M -573,242 -89%
PA
118
PFG Advisors
Arizona
$2.94M -$842K -19,198 -22%
MMA
119
Miracle Mile Advisors
California
$2.92M
IF
120
Intrua Financial
Texas
$2.88M +$1.18M +26,830 +69%
WIM
121
Westside Investment Management
California
$2.77M +$174K +3,965 +7%
CIA
122
Concurrent Investment Advisors
Florida
$2.76M -$436K -9,956 -14%
Bank of New York Mellon
123
Bank of New York Mellon
New York
$2.7M -$19.6M -446,783 -88%
BCI
124
Brinker Capital Investments
Pennsylvania
$2.68M -$1.46M -33,350 -35%
OPS
125
Orion Portfolio Solutions
Nebraska
$2.68M -$1.46M -33,350 -35%