FIXD icon

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

330 hedge funds and large institutions have $3.72B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 173 increasing their positions, 90 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+25
Holders Change %
+8.2%
% of All Funds
5.2%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.66%
New
46
Increased
173
Reduced
90
Closed
15
Calls
Puts
$19.5M
Net Calls
-$19.5M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Shares
Change %
HIS
176
Harvest Investment Services
Illinois
$1.5M -$17.1K -386 -1%
CFS
177
Cannon Financial Strategists
Georgia
$1.5M -$370K -8,374 -20%
CWM
178
Collaborative Wealth Management
Florida
$1.49M -$129K -2,924 -8%
KIG
179
Kowal Investment Group
Wisconsin
$1.44M -$1.25M -28,200 -46%
WWM
180
Western Wealth Management
Colorado
$1.44M +$26.9K +608 +2%
DWM
181
Defined Wealth Management
Oregon
$1.37M +$650K +14,707 +90%
Citadel Advisors
182
Citadel Advisors
Florida
$1.37M +$1.37M +30,963 New
PA
183
PFG Advisors
Arizona
$1.36M +$21K +475 +2%
TCA
184
Transcend Capital Advisors
New Jersey
$1.33M +$180K +4,076 +16%
CCA
185
Cottonwood Capital Advisors
Utah
$1.32M -$20.4K -461 -2%
WIP
186
WealthCare Investment Partners
Rhode Island
$1.31M -$92.3K -2,103 -7%
AWG
187
Altus Wealth Group
Colorado
$1.29M -$49K -1,110 -4%
CAM
188
Cozad Asset Management
Illinois
$1.2M
SWMG
189
Signature Wealth Management Group
Georgia
$1.2M +$452K +10,222 +61%
TCM
190
TD Capital Management
Tennessee
$1.17M -$767K -17,373 -40%
GWA
191
GGM Wealth Advisors
Maryland
$1.17M
GFG
192
Goldstone Financial Group
Illinois
$1.14M +$404K +9,146 +55%
ACP
193
Aveo Capital Partners
Colorado
$1.08M +$51.5K +1,167 +5%
ECA
194
Elevated Capital Advisors
Utah
$1.07M +$141K +3,195 +15%
SFS
195
Security Financial Services
Indiana
$1.06M +$43.8K +991 +4%
LFA
196
Laraway Financial Advisors
Minnesota
$1.06M -$12.9K -292 -1%
SB
197
Strategic Blueprint
Georgia
$1.05M -$150K -3,407 -13%
BCA
198
Bay Colony Advisors
Massachusetts
$1.01M +$109K +2,476 +12%
PCA
199
Prosperity Capital Advisors
Ohio
$1.01M +$1.01M +22,849 New
IWC
200
Integrated Wealth Concepts
Massachusetts
$976K +$499K +11,296 +104%