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

305 hedge funds and large institutions have $2.55B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 95 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-25
Holders Change %
-7.58%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
13
Increased
95
Reduced
171
Closed
35
Calls
$1.53M
Puts
Net Calls
+$1.53M
Net Calls Change
+$975K
Name Holding Trade Value Shares
Change
Shares
Change %
ACG
151
Allen Capital Group
Nebraska
$1.32M -$58.2K -1,327 -4%
GWP
152
Gateway Wealth Partners
Wisconsin
$1.28M -$906K -20,647 -42%
AFP
153
Ausdal Financial Partners
Iowa
$1.25M +$233K +5,307 +23%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$1.25M -$44.1M -1,004,343 -97%
BCM
155
Brookstone Capital Management
Illinois
$1.24M +$69.2K +1,577 +6%
IWM
156
IHT Wealth Management
Illinois
$1.19M -$86.1K -1,961 -7%
CF
157
Claris Financial
Virginia
$1.18M -$217K -4,950 -16%
RIS
158
Richmond Investment Services
Wisconsin
$1.17M +$594K +13,540 +102%
FIA
159
Foundations Investment Advisors
Arizona
$1.16M -$3.29K -75 -0.3%
Envestnet Portfolio Solutions
160
Envestnet Portfolio Solutions
Illinois
$1.16M -$2.65M -60,431 -70%
KPWS
161
Kestra Private Wealth Services
Texas
$1.12M -$31.4K -715 -3%
CWP
162
Cyndeo Wealth Partners
Florida
$1.09M -$43K -980 -4%
UAG
163
United Advisor Group
Ohio
$1.07M -$57.8K -1,316 -5%
Creative Planning
164
Creative Planning
Kansas
$1.06M -$625K -14,239 -37%
WWA
165
WCG Wealth Advisors
Nevada
$1.05M +$8.78K +200 +0.8%
CL
166
CLG LLC
California
$1.04M -$281K -6,409 -21%
WA
167
Waverly Advisors
Alabama
$1.03M
CA
168
Cambridge Advisors
Nebraska
$993K -$327K -7,453 -25%
CCFM
169
Clear Creek Financial Management
Washington
$985K +$42.3K +964 +4%
CCM
170
Condor Capital Management
New Jersey
$969K
MWM
171
Maridea Wealth Management
New York
$956K +$956K +21,793 New
FAIM
172
Financial Advocates Investment Management
Washington
$920K -$4.99M -113,697 -84%
EL
173
EQ LLC
Washington
$912K -$39K -888 -4%
LFA
174
Laraway Financial Advisors
Minnesota
$910K -$24.7K -562 -3%
HIW
175
Holos Integrated Wealth
Pennsylvania
$902K -$288K -6,571 -24%