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

300 hedge funds and large institutions have $2.8B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 172 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
-15
Holders Change %
-4.76%
% of All Funds
5.07%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.61%
New
28
Increased
83
Reduced
172
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GM
176
GeoWealth Management
Illinois
$1.07M -$10.4M -224,021 -91%
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$1.06M +$764K +16,491 +261%
PPWM
178
Paragon Private Wealth Management
Kentucky
$1.05M -$373K -8,038 -26%
MCC
179
Money Concepts Capital
Florida
$1.05M +$931K +19,928 +792%
WWM
180
Western Wealth Management
Colorado
$1.01M -$299K -6,456 -23%
WAS
181
Wealth Advisory Solutions
Indiana
$1M -$2.72M -58,739 -73%
TFA
182
Tranquilli Financial Advisor
New Jersey
$993K -$749K -16,139 -43%
KIA
183
Kraematon Investment Advisors
Massachusetts
$991K -$9.6K -207 -1%
HA
184
HFG Advisors
Ohio
$952K +$12.7K +275 +1%
WP
185
WealthSource Partners
California
$951K -$44K -949 -4%
IWM
186
IHT Wealth Management
Illinois
$904K -$27.6K -595 -3%
TCA
187
Transcend Capital Advisors
New Jersey
$902K +$52.1K +1,124 +6%
MI
188
Moneywise Inc
Virginia
$886K +$18.4K +396 +2%
TWM
189
TMD Wealth Management
Arizona
$862K -$2.73M -58,914 -76%
SG
190
StoneX Group
New York
$846K -$97.6K -2,105 -10%
CFCI
191
Comprehensive Financial Consultants Institutional
Indiana
$846K -$13.6K -293 -2%
HS
192
Horan Securities
United States
$842K +$833K +17,921 +9,143%
DADC
193
D.A. Davidson & Co
Montana
$840K -$2.78M -60,012 -77%
IAN
194
Integrated Advisors Network
Texas
$827K -$780K -16,810 -49%
TLFA
195
True Link Financial Advisors
California
$757K -$1.39K -30 -0.2%
TPWA
196
TRUE Private Wealth Advisors
Oregon
$756K -$39.1K -844 -5%
RW
197
Rede Wealth
Virginia
$726K -$464K -9,996 -39%
P
198
&Partners
Tennessee
$713K -$55.9K -1,204 -7%
ASN
199
Advisory Services Network
Georgia
$703K -$54.8K -1,182 -7%
BFG
200
Barber Financial Group
Kansas
$658K -$844K -18,198 -56%