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

346 hedge funds and large institutions have $4.41B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 175 increasing their positions, 117 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
5.02%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.48%
New
35
Increased
175
Reduced
117
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWS
176
Keystone Wealth Services
California
$1.82M +$233K +5,354 +15%
OC
177
Oppenheimer & Co
New York
$1.82M -$759K -17,414 -29%
BFG
178
Beacon Financial Group
Texas
$1.81M -$754K -17,299 -29%
HP
179
Hilltop Partners
Indiana
$1.79M +$204K +4,674 +13%
CFD
180
Creative Financial Designs
Indiana
$1.77M +$345K +7,923 +24%
SAW
181
Signal Advisors Wealth
Michigan
$1.72M +$519K +11,909 +43%
GRP
182
Global Retirement Partners
California
$1.66M -$59K -1,354 -3%
WCFA
183
Walkner Condon Financial Advisors
Wisconsin
$1.51M -$1.37M -31,374 -48%
WIP
184
WealthCare Investment Partners
Rhode Island
$1.5M +$92K +2,110 +7%
WWM
185
Western Wealth Management
Colorado
$1.42M +$390K +8,946 +38%
HIS
186
Harvest Investment Services
Illinois
$1.42M -$3.4K -78 -0.2%
DAS
187
Diversify Advisory Services
Utah
$1.36M +$1.36M +31,541 New
AWA
188
Acorn Wealth Advisors
Michigan
$1.36M +$561K +12,871 +70%
MWM
189
Maripau Wealth Management
Indiana
$1.36M +$433K +9,928 +47%
ASN
190
Advisory Services Network
Georgia
$1.35M +$806K +18,481 +147%
AIFAIM
191
American Institute for Advanced Investment Management
Arizona
$1.34M +$769K +17,635 +134%
SWMG
192
Signature Wealth Management Group
Georgia
$1.33M -$2.03K -48 -0.2%
AWM
193
Apollon Wealth Management
South Carolina
$1.32M +$654K +15,005 +98%
TA
194
TrueWealth Advisors
Alabama
$1.32M +$165K +3,787 +14%
VC
195
Vicus Capital
Pennsylvania
$1.31M +$353K +8,094 +37%
NS
196
NBC Securities
Alabama
$1.27M -$120K -2,759 -9%
UAG
197
United Advisor Group
Ohio
$1.27M +$1.27M +29,171 New
CAP
198
Columbia Advisory Partners
Washington
$1.21M +$234K +5,367 +24%
CWM
199
Collaborative Wealth Management
Florida
$1.18M -$57.6K -1,321 -5%
WS
200
Wedbush Securities
California
$1.18M +$1.18M +27,127 New