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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 %
HFS
151
Howard Financial Services
Texas
$638K +$20.8K +378 +3%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$600K -$35.5K -644 -6%
SWP
153
Summit Wealth Partners
Florida
$579K +$109K +1,977 +23%
RJT
154
Raymond James Trust
Florida
$566K +$252K +4,580 +80%
Bank of New York Mellon
155
Bank of New York Mellon
New York
$564K +$106K +1,921 +23%
AFM
156
Andesa Financial Management
Pennsylvania
$553K +$553K +10,040 New
QCIG
157
Quad-Cities Investment Group
Iowa
$548K +$26.2K +476 +5%
TNBTD
158
Trustmark National Bank Trust Department
Mississippi
$539K +$99K +1,800 +23%
BRWA
159
B. Riley Wealth Advisors
Florida
$508K -$276K -5,012 -35%
OC
160
Oppenheimer & Co
New York
$479K +$223K +4,047 +87%
CF
161
Centaurus Financial
California
$464K -$1.7M -30,973 -79%
TLP
162
Trinity Legacy Partners
Texas
$459K +$171K +3,101 +59%
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$430K +$193K +3,505 +81%
KFGK
164
Keystone Financial Group (Kentucky)
Kentucky
$426K +$146K +2,646 +52%
PTC
165
Private Trust Company
Ohio
$423K +$125K +2,273 +42%
Deutsche Bank
166
Deutsche Bank
Germany
$415K +$415K +7,535 New
EWM
167
EPG Wealth Management
Georgia
$395K +$395K +7,181 New
CIAS
168
Capital Investment Advisory Services
North Carolina
$390K +$340K +6,168 +674%
SAM
169
Secure Asset Management
Michigan
$366K +$366K +6,643 New
GCA
170
Genesee Capital Advisors
New York
$355K -$72.4K -1,317 -17%
WP
171
WealthShield Partners
North Carolina
$330K +$330K +5,993 New
AIP
172
Ahrens Investment Partners
Louisiana
$329K -$11K -200 -3%
OIA
173
OneDigital Investment Advisors
Kansas
$314K +$314K +5,700 New
TCWM
174
Total Clarity Wealth Management
Illinois
$294K +$294K +5,335 New
WS
175
Wedbush Securities
California
$288K +$288K +5,225 New