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

344 hedge funds and large institutions have $4.57B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 142 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+26
Holders Change %
+8.18%
% of All Funds
5.04%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.65%
New
53
Increased
136
Reduced
142
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCP
176
Blackhawk Capital Partners
Wisconsin
$1.84M -$28.2K -633 -2%
WI
177
Wintrust Investments
Illinois
$1.81M +$1.3M +29,058 +253%
SEA
178
Stegent Equity Advisors
Texas
$1.75M -$1.31M -29,371 -43%
GRP
179
Global Retirement Partners
California
$1.74M +$173K +3,915 +11%
LWM
180
Laidlaw Wealth Management
New York
$1.72M -$48.3K -1,082 -3%
CAM
181
Concorde Asset Management
Michigan
$1.7M -$5.44K -122 -0.3%
SS
182
Simplicity Solutions
Minnesota
$1.63M -$54.7K -1,227 -3%
HP
183
Hilltop Partners
Indiana
$1.63M +$71.1K +1,595 +5%
KWS
184
Keystone Wealth Services
California
$1.62M +$140K +3,149 +9%
FPB
185
First PREMIER Bank
South Dakota
$1.49M -$674K -15,125 -31%
CFD
186
Creative Financial Designs
Indiana
$1.46M +$32.3K +724 +2%
HIS
187
Harvest Investment Services
Illinois
$1.45M -$56.5K -1,267 -4%
GM
188
GeoWealth Management
Illinois
$1.45M +$1.13M +25,402 +359%
WIP
189
WealthCare Investment Partners
Rhode Island
$1.43M +$15.7K +355 +1%
NS
190
NBC Securities
Alabama
$1.42M +$108K +2,420 +8%
SWMG
191
Signature Wealth Management Group
Georgia
$1.41M +$1.41M +31,513 New
DI
192
DFPG Investments
Utah
$1.39M -$1.16K -26 -0.1%
CCB
193
Cutter & Co Brokerage
Missouri
$1.39M +$1.39M +31,180 New
OFS
194
OneAscent Financial Services
Alabama
$1.38M +$228K +5,122 +20%
WWM
195
Wagner Wealth Management
South Carolina
$1.3M -$4.64K -104 -0.4%
PA
196
PFG Advisors
Arizona
$1.3M -$56.1K -1,258 -4%
IF
197
Integrity Financial
Wyoming
$1.29M -$191K -4,293 -13%
CWM
198
Collaborative Wealth Management
Florida
$1.27M -$173K -3,868 -12%
AWG
199
Altus Wealth Group
Colorado
$1.27M -$27.8K -623 -2%
SAW
200
Signal Advisors Wealth
Michigan
$1.23M +$1.23M +27,558 New