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

339 hedge funds and large institutions have $4.03B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 137 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-7
Holders Change %
-2.02%
% of All Funds
4.93%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.38%
New
30
Increased
137
Reduced
155
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAP
176
Columbia Advisory Partners
Washington
$1.64M +$437K +10,161 +37%
AWA
177
Acorn Wealth Advisors
Michigan
$1.63M +$283K +6,568 +21%
WS
178
Wedbush Securities
California
$1.58M +$409K +9,500 +35%
WMA
179
West Michigan Advisors
Michigan
$1.55M -$3.93M -90,907 -72%
WIP
180
WealthCare Investment Partners
Rhode Island
$1.52M +$42.7K +992 +3%
MMA
181
Miracle Mile Advisors
California
$1.5M +$1.5M +34,829 New
AIFAIM
182
American Institute for Advanced Investment Management
Arizona
$1.44M +$113K +2,615 +8%
SWMG
183
Signature Wealth Management Group
Georgia
$1.42M +$69.2K +1,607 +5%
WWM
184
Western Wealth Management
Colorado
$1.34M -$62.3K -1,447 -4%
VC
185
Vicus Capital
Pennsylvania
$1.33M +$34.7K +807 +3%
ASN
186
Advisory Services Network
Georgia
$1.31M -$29.9K -695 -2%
HIS
187
Harvest Investment Services
Illinois
$1.27M -$127K -2,948 -9%
Renaissance Technologies
188
Renaissance Technologies
New York
$1.26M +$1.26M +29,200 New
WCFA
189
Walkner Condon Financial Advisors
Wisconsin
$1.23M -$266K -6,184 -18%
NS
190
NBC Securities
Alabama
$1.22M -$32.7K -760 -3%
OC
191
Oppenheimer & Co
New York
$1.21M -$581K -13,501 -32%
UAG
192
United Advisor Group
Ohio
$1.2M -$53.2K -1,236 -4%
TA
193
TrueWealth Advisors
Alabama
$1.2M -$101K -2,356 -8%
GRP
194
Global Retirement Partners
California
$1.19M -$455K -10,571 -28%
SWM
195
SilverOak Wealth Management
Minnesota
$1.17M +$42.5K +988 +4%
BRWA
196
B. Riley Wealth Advisors
Florida
$1.15M -$2.77M -64,365 -71%
GWA
197
GGM Wealth Advisors
Maryland
$1.15M
CWM
198
Collaborative Wealth Management
Florida
$1.15M -$20.4K -473 -2%
PPP
199
Private Portfolio Partners
New Jersey
$1.14M +$45.9K +1,066 +4%
CW
200
CreativeOne Wealth
Kansas
$1.11M -$46.1K -1,072 -4%