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

295 hedge funds and large institutions have $2.56B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 98 increasing their positions, 137 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+12
Holders Change %
+4.24%
% of All Funds
4.76%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.58%
New
44
Increased
98
Reduced
137
Closed
29
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Shares
Change %
OPA
151
Old Port Advisors
Maine
$1.29M -$162K -3,681 -11%
SB
152
Strategic Blueprint
Georgia
$1.28M -$308K -7,004 -19%
PA
153
PFG Advisors
Arizona
$1.26M -$99.3K -2,260 -7%
CAM
154
Cozad Asset Management
Illinois
$1.21M -$15.4K -350 -1%
GWA
155
GGM Wealth Advisors
Maryland
$1.2M
IWN
156
Independent Wealth Network
Iowa
$1.2M +$18.6K +424 +2%
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$1.15M +$182K +4,019 +19%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$1.14M -$2.51M -57,263 -69%
LFA
159
Laraway Financial Advisors
Minnesota
$1.11M +$32.6K +743 +3%
Renaissance Technologies
160
Renaissance Technologies
New York
$1.07M +$1.07M +24,257 New
TCA
161
Transcend Capital Advisors
New Jersey
$1.06M +$232K +5,291 +28%
SPA
162
Shore Point Advisors
New Jersey
$1.02M -$144K -3,282 -12%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$988K -$4.1M -93,387 -81%
TFA
164
Tranquilli Financial Advisor
New Jersey
$987K +$216K +4,923 +28%
PFS
165
Prospera Financial Services
Texas
$974K +$308K +7,023 +46%
BRWA
166
B. Riley Wealth Advisors
Florida
$965K +$205K +4,661 +27%
WWM
167
Western Wealth Management
Colorado
$929K -$18.4K -420 -2%
ACP
168
Aveo Capital Partners
Colorado
$907K +$512K +11,647 +129%
KIA
169
Kraematon Investment Advisors
Massachusetts
$903K +$3.34K +76 +0.4%
WP
170
WealthSource Partners
California
$901K
ECA
171
Elevated Capital Advisors
Utah
$897K +$27.1K +617 +3%
W
172
WealthOne
New York
$894K -$647K -14,740 -42%
OPS
173
Orion Portfolio Solutions
Nebraska
$879K +$143K +3,247 +19%
MW
174
MBL Wealth
North Carolina
$877K -$1.58M -35,895 -64%
PPWM
175
Paragon Private Wealth Management
Kentucky
$866K -$9.88K -225 -1%