FIXD icon

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

333 hedge funds and large institutions have $4.4B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 163 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-6
Holders Change %
-1.77%
% of All Funds
4.82%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.43%
New
26
Increased
163
Reduced
121
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWP
126
Gateway Wealth Partners
Wisconsin
$3.73M +$59.5K +1,316 +2%
PFGIA
127
Patriot Financial Group Insurance Agency
Massachusetts
$3.66M +$121K +2,669 +3%
CA
128
CoreCap Advisors
Michigan
$3.6M +$385K +8,517 +12%
GSEP
129
Golden State Equity Partners
California
$3.5M -$83.3K -1,839 -2%
Betterment LLC
130
Betterment LLC
New York
$3.42M +$14.2K +314 +0.4%
CFS
131
Cannon Financial Strategists
Georgia
$3.26M -$203K -4,495 -6%
ATPW
132
Ashton Thomas Private Wealth
Arizona
$3.26M +$1.54M +33,972 +89%
GLA
133
Good Life Advisors
Pennsylvania
$3.26M +$641K +14,171 +25%
PAS
134
Park Avenue Securities
New York
$3.25M -$29.5K -651 -0.9%
CAG
135
Csenge Advisory Group
Florida
$3.17M -$364K -8,182 -10%
CA
136
Clearstead Advisors
Ohio
$3.13M +$524K +11,577 +20%
BWM
137
BCGM Wealth Management
Indiana
$3.12M +$107K +2,364 +4%
KWM
138
Kingsview Wealth Management
Oregon
$3.1M +$91.8K +2,029 +3%
GM
139
GeoWealth Management
Illinois
$3.09M +$755K +16,690 +32%
RA
140
RFG Advisory
Alabama
$2.97M +$37.3K +825 +1%
EH
141
Equitable Holdings
New York
$2.95M +$525K +11,602 +22%
CCP
142
Clarity Capital Partners
California
$2.93M +$207K +4,570 +8%
JPMorgan Chase & Co
143
JPMorgan Chase & Co
New York
$2.86M -$9.38M -207,301 -77%
SAM
144
SignalPoint Asset Management
Missouri
$2.69M -$1.67M -36,817 -38%
LCM
145
Lunt Capital Management
Utah
$2.6M -$79.3K -1,753 -3%
CFGS
146
Concourse Financial Group Securities
Alabama
$2.57M +$190K +4,194 +8%
WIM
147
Westside Investment Management
California
$2.54M +$30.2K +669 +1%
DADC
148
D.A. Davidson & Co
Montana
$2.49M +$183K +4,045 +8%
FIA
149
Foundations Investment Advisors
Arizona
$2.47M +$321K +7,098 +15%
BCP
150
Blackhawk Capital Partners
Wisconsin
$2.46M +$375K +8,296 +18%