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

357 hedge funds and large institutions have $3.7B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 132 increasing their positions, 146 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+24
Holders Change %
+7.21%
% of All Funds
4.75%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.36%
New
57
Increased
132
Reduced
146
Closed
25
Calls
$365K
Puts
Net Calls
+$365K
Net Calls Change
+$365K
Name Holding Trade Value Shares
Change
Shares
Change %
SW
151
Simplicity Wealth
New Jersey
$2.35M +$70.6K +1,644 +3%
Cerity Partners
152
Cerity Partners
New York
$2.34M +$2.34M +54,446 New
DADC
153
D.A. Davidson & Co
Montana
$2.31M -$60.2K -1,401 -3%
FFG
154
First Financial Group
North Carolina
$2.27M +$2.27M +52,775 New
MW
155
Maia Wealth
Colorado
$2.23M +$52.2K +1,212 +2%
IWA
156
Inspirion Wealth Advisors
Illinois
$2.21M -$14.2K -332 -0.6%
NW
157
NewEdge Wealth
Pennsylvania
$2.16M +$3.31K +77 +0.2%
CCB
158
Cutter & Co Brokerage
Missouri
$2.12M +$170K +3,955 +9%
RFN
159
RDA Financial Network
Iowa
$2.09M +$177K +4,111 +9%
AFP
160
Ausdal Financial Partners
Iowa
$2.08M +$585K +13,616 +39%
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$2.03M +$736K +17,129 +57%
LWM
162
Laidlaw Wealth Management
New York
$2.01M -$6.49K -151 -0.3%
BW
163
Bison Wealth
Georgia
$2M -$77.5K -1,803 -4%
CFGS
164
Concourse Financial Group Securities
Alabama
$1.94M -$503K -11,685 -21%
USCWA
165
U.S. Capital Wealth Advisors
Texas
$1.91M +$1.91M +44,540 New
VC
166
Vicus Capital
Pennsylvania
$1.88M +$401K +9,323 +27%
PAS
167
Park Avenue Securities
New York
$1.87M -$1.22M -28,330 -39%
SWMG
168
Signature Wealth Management Group
Georgia
$1.84M +$234K +5,451 +15%
FHC
169
First Heartland Consultants
Missouri
$1.82M -$15.1M -351,441 -89%
AWA
170
Acorn Wealth Advisors
Michigan
$1.75M -$21.6K -503 -1%
CFD
171
Creative Financial Designs
Indiana
$1.72M +$38.5K +896 +2%
BFG
172
Beacon Financial Group
Texas
$1.7M -$12.7K -295 -0.7%
WIP
173
WealthCare Investment Partners
Rhode Island
$1.69M +$47.6K +1,106 +3%
IF
174
Intrua Financial
Texas
$1.67M -$3.03M -70,564 -65%
ACM
175
Advance Capital Management
Michigan
$1.66M -$98.1K -2,282 -6%