FIXD icon

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

305 hedge funds and large institutions have $3.37B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 151 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+10
Holders Change %
+3.39%
% of All Funds
4.88%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
45
Increased
151
Reduced
90
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
151
First Heartland Consultants
Missouri
$1.67M -$195K -4,335 -10%
CWM
152
Collaborative Wealth Management
Florida
$1.65M -$1.86M -41,207 -53%
FTS
153
Fifth Third Securities
Ohio
$1.64M +$1.64M +36,373 New
SS
154
Simplicity Solutions
Minnesota
$1.64M +$96.7K +2,146 +6%
GSEP
155
Golden State Equity Partners
California
$1.62M +$1.62M +36,042 New
CFD
156
Creative Financial Designs
Indiana
$1.6M +$935K +20,746 +140%
RWPA
157
Richard W. Paul & Associates
Michigan
$1.6M -$124K -2,762 -7%
US Bancorp
158
US Bancorp
Minnesota
$1.58M -$1.62M -35,993 -51%
WWM
159
Wagner Wealth Management
South Carolina
$1.57M -$14.9K -330 -0.9%
HIS
160
Harvest Investment Services
Illinois
$1.55M +$41.5K +921 +3%
WIM
161
Westside Investment Management
California
$1.49M +$407K +9,040 +38%
WIP
162
WealthCare Investment Partners
Rhode Island
$1.44M +$22.6K +501 +2%
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$1.44M +$296K +6,569 +26%
WWM
164
Western Wealth Management
Colorado
$1.44M +$485K +10,762 +51%
TFA
165
Tranquilli Financial Advisor
New Jersey
$1.43M +$419K +9,297 +41%
NFG
166
Nations Financial Group
Iowa
$1.42M +$1.42M +31,454 New
PA
167
PFG Advisors
Arizona
$1.37M +$83.1K +1,845 +6%
AWG
168
Altus Wealth Group
Colorado
$1.37M +$556K +12,329 +68%
CCA
169
Cottonwood Capital Advisors
Utah
$1.37M -$32.9K -731 -2%
IAIM
170
International Assets Investment Management
Florida
$1.33M -$348 -13 -0%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$1.31M -$72.2K -1,603 -5%
GVAG
172
Great Valley Advisor Group
Delaware
$1.25M -$413K -9,164 -25%
SB
173
Strategic Blueprint
Georgia
$1.22M -$86.7K -1,924 -7%
CAM
174
Cozad Asset Management
Illinois
$1.22M -$20.4K -453 -2%
OPA
175
Old Port Advisors
Maine
$1.21M -$122K -2,701 -9%