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

287 hedge funds and large institutions have $3.63B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 144 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+7
Holders Change %
+2.5%
% of All Funds
5.04%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.67%
New
31
Increased
144
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
126
Icon Wealth Partners
Texas
$2.96M -$76.9K -1,436 -3%
RFN
127
RDA Financial Network
Iowa
$2.94M +$253K +4,733 +9%
HWA
128
HCR Wealth Advisors
California
$2.92M +$675K +12,605 +30%
SA
129
Shilanski & Associates
Alaska
$2.8M +$194K +3,623 +7%
CA
130
Cambridge Advisors
Nebraska
$2.71M -$428K -8,000 -14%
HWM
131
Holloway Wealth Management
Florida
$2.69M -$1.81M
IA
132
IFG Advisory
Georgia
$2.67M +$371K +6,928 +16%
OC
133
Oarsman Capital
Wisconsin
$2.55M +$107K +2,000 +4%
VCM
134
Virtue Capital Management
Tennessee
$2.55M +$2.55M +47,558 New
MA
135
Mutual Advisors
Nebraska
$2.5M +$1.04M +19,472 +71%
LIG
136
Lokken Investment Group
Delaware
$2.5M +$270K +5,048 +12%
W
137
WealthOne
New York
$2.46M -$1.66K -31 -0.1%
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$2.45M +$756K +14,130 +45%
OPA
139
Old Port Advisors
Maine
$2.44M +$238K +4,451 +11%
TCM
140
TD Capital Management
Tennessee
$2.36M +$2.26M +42,180 +2,175%
ACP
141
Aveo Capital Partners
Colorado
$2.33M -$17.9K -334 -0.8%
CRWM
142
Castle Rock Wealth Management
California
$2.32M +$206K +3,845 +10%
PGWM
143
Parisi Gray Wealth Management
New Jersey
$2.27M -$913K -17,023 -29%
IWC
144
Integrated Wealth Concepts
Massachusetts
$2.23M +$713K +13,309 +47%
SB
145
Strategic Blueprint
Georgia
$2.22M +$171K +3,190 +8%
CWM
146
Cornerstone Wealth Management
Missouri
$2.14M -$1.58M -29,429 -42%
GVAG
147
Great Valley Advisor Group
Delaware
$2.03M -$511K -9,551 -20%
QAM
148
Q3 Asset Management
Michigan
$2.02M +$2.02M +37,707 New
VWA
149
V Wealth Advisors
Kansas
$2.01M +$1.44M +26,880 +253%
HIS
150
Harvest Investment Services
Illinois
$2.01M +$49K +915 +3%