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

206 hedge funds and large institutions have $2.65B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+38
Holders Change %
+22.62%
% of All Funds
4.17%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.51%
New
41
Increased
129
Reduced
27
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
126
HighTower Advisors
Illinois
$1.26M +$686K +12,450 +119%
MA
127
Mutual Advisors
Nebraska
$1.26M +$294K +5,343 +31%
HWA
128
HCR Wealth Advisors
California
$1.22M +$347K +6,300 +40%
HIS
129
Harvest Investment Services
Illinois
$1.12M +$1.12M +20,280 New
BRWM
130
B. Riley Wealth Management
Tennessee
$1.11M +$850K +15,442 +333%
PFA
131
Plotkin Financial Advisors
Maryland
$1.07M +$464K +8,431 +76%
OPS
132
Orion Portfolio Solutions
Nebraska
$1.03M -$280K -5,092 -21%
MFG
133
Merit Financial Group
Georgia
$1M -$860K -15,618 -46%
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$882K
TC
135
TownSquare Capital
Utah
$848K +$496K +9,003 +141%
MIAN
136
Mariner Independent Advisor Network
Kansas
$838K -$8.64K -157 -1%
UCFA
137
United Capital Financial Advisors
Texas
$828K +$25K +455 +3%
SG
138
StoneX Group
New York
$821K +$438K +7,956 +114%
WWM
139
Western Wealth Management
Colorado
$807K +$807K +14,666 New
CRWM
140
Castle Rock Wealth Management
California
$785K -$7.41K -135 -0.9%
QAM
141
Q3 Asset Management
Michigan
$765K -$125K -2,267 -14%
M&T Bank
142
M&T Bank
New York
$714K +$30.5K +554 +4%
OPA
143
Old Port Advisors
Maine
$705K +$48.5K +881 +7%
GRP
144
Global Retirement Partners
California
$699K +$150K +2,733 +27%
FFN
145
Focus Financial Network
Minnesota
$696K +$155K +2,817 +29%
AC
146
Avestar Capital
New York
$672K +$672K +12,224 New
EH
147
Equitable Holdings
New York
$659K +$659K +11,975 New
SFS
148
Sowell Financial Services
Arkansas
$657K +$15K +273 +2%
VWA
149
V Wealth Advisors
Kansas
$647K +$647K +11,761 New
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$642K -$11.7K -213 -2%