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

344 hedge funds and large institutions have $4.57B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 142 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+26
Holders Change %
+8.18%
% of All Funds
5.04%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.65%
New
53
Increased
136
Reduced
142
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Betterment LLC
151
Betterment LLC
New York
$2.9M +$145K +3,247 +5%
LCM
152
Lunt Capital Management
Utah
$2.9M -$181K -4,052 -6%
NW
153
NewEdge Wealth
Pennsylvania
$2.83M -$277K -6,213 -9%
FIA
154
Foundations Investment Advisors
Arizona
$2.8M +$615K +13,781 +28%
JPMorgan Chase & Co
155
JPMorgan Chase & Co
New York
$2.79M +$2.69M +60,291 +2,713%
BWM
156
BCGM Wealth Management
Indiana
$2.78M +$8.65K +194 +0.3%
CWA
157
Centennial Wealth Advisory
Michigan
$2.65M -$800K -17,941 -23%
OC
158
Oppenheimer & Co
New York
$2.64M +$419K +9,394 +19%
BFG
159
Beacon Financial Group
Texas
$2.62M -$1.28M -28,802 -33%
HWA
160
HCR Wealth Advisors
California
$2.61M +$674K +15,112 +35%
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$2.58M +$2.14M +47,893 +481%
CFGS
162
Concourse Financial Group Securities
Alabama
$2.57M +$684K +15,335 +36%
BRWA
163
B. Riley Wealth Advisors
Florida
$2.5M -$1.57M -35,215 -39%
CA
164
Cambridge Advisors
Nebraska
$2.49M -$114K -2,547 -4%
CCP
165
Clarity Capital Partners
California
$2.39M +$2.39M +53,641 New
KWM
166
Kingsview Wealth Management
Oregon
$2.35M +$13.5K +302 +0.6%
BW
167
Bison Wealth
Georgia
$2.27M +$2.27M +50,905 New
WIM
168
Westside Investment Management
California
$2.23M -$21K -470 -0.9%
BPA
169
Beacon Pointe Advisors
California
$2.2M -$772K -17,314 -26%
EH
170
Equitable Holdings
New York
$2.17M +$528K +11,842 +32%
GLA
171
Good Life Advisors
Pennsylvania
$2.16M -$442K -9,912 -17%
MW
172
Maia Wealth
Colorado
$2.04M +$2.04M +45,639 New
DADC
173
D.A. Davidson & Co
Montana
$2M -$1.81M -40,636 -48%
IWA
174
Inspirion Wealth Advisors
Illinois
$1.97M -$199K -4,478 -9%
RFN
175
RDA Financial Network
Iowa
$1.93M -$312 -7 -0%