FIXD icon

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

137 hedge funds and large institutions have $1.06B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+5
Holders Change %
+3.79%
% of All Funds
3.03%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.27%
New
25
Increased
77
Reduced
29
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
126
Penserra Capital Management
California
$47K +$47K +891 New
TFS
127
TrustCore Financial Services
Tennessee
$43K +$734 +14 +2%
EP
128
Eudaimonia Partners
Tennessee
$40K
MWM
129
MBE Wealth Management
Wisconsin
$20K +$20K +396 New
EWM
130
EPG Wealth Management
Georgia
$14K -$7.16K -138 -34%
RFA
131
Reilly Financial Advisors
California
$6K +$6K +109 New
CIAS
132
Capital Investment Advisory Services
North Carolina
$4K
FHA
133
Flagship Harbor Advisors
Massachusetts
$4K
Citigroup
134
Citigroup
New York
$3K +$3K +61 New
SL
135
Savior LLC
Massachusetts
$1K +$1K +20 New
IAA
136
Independent Advisor Alliance
North Carolina
-$5.62M -108,361 Closed
Qube Research & Technologies (QRT)
137
Qube Research & Technologies (QRT)
United Kingdom
-$4.51M -86,988 Closed
LA
138
LexAurum Advisors
Kansas
-$2.92M -56,269 Closed
CS
139
Credit Suisse
Switzerland
-$2.66M -51,386 Closed
BAM
140
Belpointe Asset Management
Nevada
-$2.48M -47,803 Closed
FTUS
141
Flow Traders U.S.
New York
-$1.55M -29,828 Closed
PFA
142
Pinnacle Family Advisors
Missouri
-$793K -15,295 Closed
QAM
143
Q3 Asset Management
Michigan
-$561K -10,829 Closed
SS
144
Sunbelt Securities
Texas
-$551K -10,623 Closed
HAS
145
HBW Advisory Services
California
-$313K -6,029 Closed
SWP
146
Stratos Wealth Partners
Ohio
-$289K -5,580 Closed
SFPG
147
Stonebridge Financial Planning Group
Florida
-$16K -300 Closed
LC
148
Lindbrook Capital
California
-$2K -43 Closed
VCP
149
Verus Capital Partners
Arizona
-$2K -40 Closed
TI
150
tru Independence
Oregon
-$1K -19 Closed