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

330 hedge funds and large institutions have $3.72B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 173 increasing their positions, 90 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+25
Holders Change %
+8.2%
% of All Funds
5.2%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.66%
New
46
Increased
173
Reduced
90
Closed
15
Calls
Puts
$19.5M
Net Calls
-$19.5M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
151
Inspirion Wealth Advisors
Illinois
$2.18M +$27.4K +620 +1%
KWM
152
Kingsview Wealth Management
Oregon
$2.18M +$278K +6,287 +15%
VCM
153
Virtue Capital Management
Tennessee
$2.16M +$251K +5,724 +13%
CPIG
154
Chicago Partners Investment Group
Illinois
$2.13M +$2.13M +48,712 New
WIM
155
Westside Investment Management
California
$2.07M +$614K +13,910 +42%
QAM
156
Q3 Asset Management
Michigan
$2.02M +$2.02M +45,683 New
RFN
157
RDA Financial Network
Iowa
$2.01M +$83.7K +1,894 +4%
RA
158
RFG Advisory
Alabama
$1.95M -$1.19K -27 -0.1%
HP
159
Hilltop Partners
Indiana
$1.92M +$138K +3,128 +8%
HWA
160
HCR Wealth Advisors
California
$1.92M -$152K -3,444 -7%
CFGS
161
Concourse Financial Group Securities
Alabama
$1.91M -$144K -3,267 -7%
SS
162
Simplicity Solutions
Minnesota
$1.9M +$297K +6,730 +19%
OC
163
Oppenheimer & Co
New York
$1.9M +$1.37M +30,972 +257%
AssetMark Inc
164
AssetMark Inc
California
$1.82M +$1.82M +41,269 New
EH
165
Equitable Holdings
New York
$1.8M +$899K +20,346 +100%
AWM
166
Avior Wealth Management
Nebraska
$1.76M -$265K -5,994 -13%
CAM
167
Concorde Asset Management
Michigan
$1.7M +$1.7M +38,526 New
TFA
168
Tranquilli Financial Advisor
New Jersey
$1.63M +$231K +5,219 +16%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$1.6M +$320K +7,250 +25%
JPMorgan Chase & Co
170
JPMorgan Chase & Co
New York
$1.57M +$1.49M +33,685 +1,824%
CA
171
Cambridge Advisors
Nebraska
$1.55M +$735K +16,633 +91%
FHC
172
First Heartland Consultants
Missouri
$1.53M -$108K -2,445 -7%
CFD
173
Creative Financial Designs
Indiana
$1.53M -$46.3K -1,048 -3%
WWM
174
Wagner Wealth Management
South Carolina
$1.51M -$23.5K -531 -2%
IF
175
Integrity Financial
Wyoming
$1.51M -$329K -7,447 -18%