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

283 hedge funds and large institutions have $2.67B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-17
Holders Change %
-5.67%
% of All Funds
4.89%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.61%
New
19
Increased
97
Reduced
142
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MI
176
Moneywise Inc
Virginia
$817K -$15.2K -349 -2%
TWM
177
TMD Wealth Management
Arizona
$809K
DADC
178
D.A. Davidson & Co
Montana
$769K -$19K -437 -2%
TFA
179
Tranquilli Financial Advisor
New Jersey
$764K -$167K -3,847 -18%
BRWA
180
B. Riley Wealth Advisors
Florida
$755K +$471K +10,799 +166%
OPS
181
Orion Portfolio Solutions
Nebraska
$730K +$154K +3,528 +27%
CFCI
182
Comprehensive Financial Consultants Institutional
Indiana
$728K -$49.2K -1,151 -6%
TLFA
183
True Link Financial Advisors
California
$711K
HS
184
Horan Securities
United States
$698K -$90.3K -2,075 -11%
TPWA
185
TRUE Private Wealth Advisors
Oregon
$673K -$36.6K -841 -5%
PFS
186
Prospera Financial Services
Texas
$660K -$2.7M -61,971 -80%
AWG
187
Altus Wealth Group
Colorado
$635K
BFG
188
Barber Financial Group
Kansas
$619K +$1K +23 +0.2%
P
189
&Partners
Tennessee
$609K -$60.1K -1,380 -9%
CA
190
CoreCap Advisors
Michigan
$608K +$15K +345 +3%
EL
191
EQ LLC
Washington
$605K +$124K +2,850 +26%
RW
192
Rede Wealth
Virginia
$595K -$85.8K -1,972 -13%
SFWC
193
Strategic Family Wealth Counselors
New Jersey
$568K
TA
194
TrueWealth Advisors
Alabama
$541K +$59.9K +1,376 +12%
AA
195
Altman Advisors
Illinois
$522K +$5.75K +132 +1%
AWM
196
Apollon Wealth Management
South Carolina
$509K -$9.27K -213 -2%
ASN
197
Advisory Services Network
Georgia
$505K -$155K -3,560 -23%
SG
198
StoneX Group
New York
$501K -$293K -6,736 -37%
TNBTD
199
Trustmark National Bank Trust Department
Mississippi
$492K
DWM
200
Defined Wealth Management
Oregon
$484K -$77.3K -1,776 -14%