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

305 hedge funds and large institutions have $3.37B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 151 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+10
Holders Change %
+3.39%
% of All Funds
4.88%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
45
Increased
151
Reduced
90
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWA
176
GGM Wealth Advisors
Maryland
$1.2M
TCA
177
Transcend Capital Advisors
New Jersey
$1.18M +$88.7K +1,969 +8%
LFA
178
Laraway Financial Advisors
Minnesota
$1.09M -$47.2K -1,047 -4%
ACP
179
Aveo Capital Partners
Colorado
$1.05M +$116K +2,574 +12%
SFS
180
Security Financial Services
Indiana
$1.04M +$245K +5,438 +31%
AWE
181
Avidian Wealth Enterprises
Texas
$1.01M +$1.01M +22,339 New
TI
182
tru Independence
Oregon
$959K -$434K -9,638 -31%
ECA
183
Elevated Capital Advisors
Utah
$943K +$23.3K +518 +3%
IWM
184
IHT Wealth Management
Illinois
$937K +$58.3K +1,293 +7%
KIA
185
Kraematon Investment Advisors
Massachusetts
$931K +$4.82K +107 +0.5%
WP
186
WealthSource Partners
California
$924K
EH
187
Equitable Holdings
New York
$917K +$79.6K +1,766 +10%
BCA
188
Bay Colony Advisors
Massachusetts
$915K +$915K +20,382 New
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$876K -$295K -6,543 -25%
CA
190
Cambridge Advisors
Nebraska
$827K -$24.6K -547 -3%
Creative Planning
191
Creative Planning
Kansas
$810K -$1.08M -23,991 -57%
AWA
192
Acorn Wealth Advisors
Michigan
$803K -$83.7K -1,858 -9%
W
193
WealthOne
New York
$801K -$115K -2,562 -13%
MI
194
Moneywise Inc
Virginia
$790K +$21.9K +487 +3%
SWMG
195
Signature Wealth Management Group
Georgia
$760K +$308K +6,842 +68%
AA
196
Advisory Alpha
Michigan
$753K +$753K +16,707 New
GFG
197
Goldstone Financial Group
Illinois
$751K +$751K +16,656 New
DWM
198
Defined Wealth Management
Oregon
$736K -$114K -2,530 -13%
TLFA
199
True Link Financial Advisors
California
$736K
BAM
200
Belpointe Asset Management
Nevada
$715K -$720K -15,985 -50%