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

339 hedge funds and large institutions have $4.03B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 137 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-7
Holders Change %
-2.02%
% of All Funds
4.93%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.38%
New
30
Increased
137
Reduced
155
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC
126
Park National Corp
Ohio
$3.63M +$3.63M +84,400 New
PFA
127
Pinnacle Family Advisors
Missouri
$3.63M -$1.96M -45,532 -35%
GWP
128
Gateway Wealth Partners
Wisconsin
$3.49M -$2.08M -48,428 -37%
CAG
129
Csenge Advisory Group
Florida
$3.42M -$16.1K -373 -0.5%
GSEP
130
Golden State Equity Partners
California
$3.4M +$3.4M +79,035 New
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$3.36M +$45.2K +1,051 +1%
Mariner
132
Mariner
Kansas
$3.35M -$1.88M -43,749 -36%
CFS
133
Cannon Financial Strategists
Georgia
$3.3M -$123K -2,865 -4%
OMC
134
Old Mission Capital
Illinois
$3.29M -$15.8M -367,862 -83%
Betterment LLC
135
Betterment LLC
New York
$3.24M +$152K +3,529 +5%
PAS
136
Park Avenue Securities
New York
$3.13M -$27.6K -640 -0.9%
CA
137
CoreCap Advisors
Michigan
$3.06M +$2.48M +57,619 +431%
PSCM
138
Per Stirling Capital Management
Texas
$2.96M +$2.96M +68,818 New
BBL
139
Beck Bode LLC
Massachusetts
$2.88M -$572K -13,284 -17%
BWM
140
BCGM Wealth Management
Indiana
$2.87M +$160K +3,717 +6%
KWM
141
Kingsview Wealth Management
Oregon
$2.86M +$753K +17,490 +36%
CIA
142
Concurrent Investment Advisors
Florida
$2.81M -$5.6M -129,983 -67%
RA
143
RFG Advisory
Alabama
$2.8M -$300K -6,978 -10%
CCP
144
Clarity Capital Partners
California
$2.59M -$58.1K -1,349 -2%
CWA
145
Centennial Wealth Advisory
Michigan
$2.56M -$41.3K -959 -2%
LCM
146
Lunt Capital Management
Utah
$2.55M -$20.9K -486 -0.8%
GLA
147
Good Life Advisors
Pennsylvania
$2.49M -$78K -1,811 -3%
CA
148
Clearstead Advisors
Ohio
$2.48M +$2.48M +57,592 New
ACM
149
Advance Capital Management
Michigan
$2.43M -$475K -11,040 -16%
WIM
150
Westside Investment Management
California
$2.4M +$176K +4,080 +8%