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

318 hedge funds and large institutions have $3.77B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 151 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
-12
Holders Change %
-3.64%
% of All Funds
5.07%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.67%
New
24
Increased
151
Reduced
120
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIS
176
Harvest Investment Services
Illinois
$1.42M -$4.25K -101 -0.3%
IF
177
Integrity Financial
Wyoming
$1.4M -$31.6K -752 -2%
KWS
178
Keystone Wealth Services
California
$1.4M +$1.4M +33,241 New
CWM
179
Collaborative Wealth Management
Florida
$1.36M -$56.6K -1,346 -4%
CFD
180
Creative Financial Designs
Indiana
$1.34M -$111K -2,639 -8%
WIP
181
WealthCare Investment Partners
Rhode Island
$1.33M +$81.7K +1,958 +7%
DI
182
DFPG Investments
Utah
$1.32M +$401K +9,559 +44%
PA
183
PFG Advisors
Arizona
$1.28M -$21.2K -503 -2%
TCA
184
Transcend Capital Advisors
New Jersey
$1.27M +$4.21K +100 +0.3%
CPIG
185
Chicago Partners Investment Group
Illinois
$1.26M -$750K -18,183 -37%
NS
186
NBC Securities
Alabama
$1.24M +$1.24M +29,513 New
WWM
187
Wagner Wealth Management
South Carolina
$1.23M -$210K -4,985 -15%
GFG
188
Goldstone Financial Group
Illinois
$1.23M +$143K +3,403 +13%
AWG
189
Altus Wealth Group
Colorado
$1.22M -$8.87K -211 -0.7%
TA
190
TrueWealth Advisors
Alabama
$1.22M +$292K +6,934 +31%
CCA
191
Cottonwood Capital Advisors
Utah
$1.15M -$110K -2,604 -9%
KIG
192
Kowal Investment Group
Wisconsin
$1.14M -$235K -5,593 -17%
GWA
193
GGM Wealth Advisors
Maryland
$1.12M
WWM
194
Western Wealth Management
Colorado
$1.12M -$249K -5,926 -18%
IWM
195
IHT Wealth Management
Illinois
$1.11M +$255K +6,055 +30%
SFS
196
Security Financial Services
Indiana
$1.11M +$103K +2,451 +10%
CAM
197
Cozad Asset Management
Illinois
$1.11M -$35.3K -840 -3%
OFS
198
OneAscent Financial Services
Alabama
$1.08M +$222K +5,277 +26%
DWM
199
Defined Wealth Management
Oregon
$1.07M -$234K -5,554 -18%
VC
200
Vicus Capital
Pennsylvania
$1.07M +$264K +6,269 +33%