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

318 hedge funds and large institutions have $3.77B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 151 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
-12
Holders Change %
-3.64%
% of All Funds
5.07%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.67%
New
24
Increased
151
Reduced
120
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
151
Kingsview Wealth Management
Oregon
$2.21M +$132K +3,149 +6%
VCM
152
Virtue Capital Management
Tennessee
$2.16M
RA
153
RFG Advisory
Alabama
$2.13M +$275K +6,531 +15%
WIM
154
Westside Investment Management
California
$2.12M +$147K +3,500 +7%
HighTower Advisors
155
HighTower Advisors
Illinois
$2.11M -$274K -6,531 -12%
OC
156
Oppenheimer & Co
New York
$2.09M +$281K +6,690 +16%
FIA
157
Foundations Investment Advisors
Arizona
$2.06M -$1.58M -37,598 -43%
IWA
158
Inspirion Wealth Advisors
Illinois
$2.05M -$22.8K -541 -1%
FPB
159
First PREMIER Bank
South Dakota
$2.04M -$782K -18,600 -28%
CFS
160
Cannon Financial Strategists
Georgia
$1.86M +$434K +10,307 +30%
HWA
161
HCR Wealth Advisors
California
$1.82M -$5.47K -130 -0.3%
RFN
162
RDA Financial Network
Iowa
$1.82M -$92.1K -2,190 -5%
AA
163
AlphaMark Advisors
Kentucky
$1.79M +$1.79M +42,437 New
CFGS
164
Concourse Financial Group Securities
Alabama
$1.78M -$46.3K -1,101 -3%
BCP
165
Blackhawk Capital Partners
Wisconsin
$1.76M -$886K -21,070 -34%
CGFA
166
Colton Groome Financial Advisors
North Carolina
$1.74M -$932K -22,154 -35%
LWM
167
Laidlaw Wealth Management
New York
$1.67M +$1.67M +39,617 New
TFA
168
Tranquilli Financial Advisor
New Jersey
$1.65M +$93.1K +2,213 +6%
Wealth Enhancement Advisory Services
169
Wealth Enhancement Advisory Services
Minnesota
$1.62M +$861K +20,473 +114%
CAM
170
Concorde Asset Management
Michigan
$1.61M -$10.6K -252 -0.7%
SS
171
Simplicity Solutions
Minnesota
$1.59M -$223K -5,310 -12%
EH
172
Equitable Holdings
New York
$1.55M -$162K -3,842 -9%
AWM
173
Avior Wealth Management
Nebraska
$1.54M -$129K -3,061 -8%
GRP
174
Global Retirement Partners
California
$1.48M +$1.2M +28,806 +428%
HP
175
Hilltop Partners
Indiana
$1.47M -$362K -8,604 -20%