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

333 hedge funds and large institutions have $4.4B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 163 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-6
Holders Change %
-1.77%
% of All Funds
4.82%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.43%
New
26
Increased
163
Reduced
121
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
176
Advisory Alpha
Michigan
$1.6M -$199K -4,395 -11%
WMA
177
West Michigan Advisors
Michigan
$1.59M -$36.8K -814 -2%
AFP
178
Ausdal Financial Partners
Iowa
$1.57M -$2.78M -61,372 -64%
VC
179
Vicus Capital
Pennsylvania
$1.56M +$166K +3,662 +12%
CAP
180
Columbia Advisory Partners
Washington
$1.54M -$178K -3,938 -10%
WWM
181
Western Wealth Management
Colorado
$1.53M +$123K +2,719 +9%
BPA
182
Beacon Pointe Advisors
California
$1.53M -$253K -5,584 -14%
PA
183
PFG Advisors
Arizona
$1.5M +$354K +7,833 +31%
WCFA
184
Walkner Condon Financial Advisors
Wisconsin
$1.4M +$110K +2,432 +9%
Wealth Enhancement Advisory Services
185
Wealth Enhancement Advisory Services
Minnesota
$1.36M -$5.5M -121,480 -80%
UAG
186
United Advisor Group
Ohio
$1.34M +$76.5K +1,691 +6%
NS
187
NBC Securities
Alabama
$1.31M +$20.5K +454 +2%
ASN
188
Advisory Services Network
Georgia
$1.31M
HIS
189
Harvest Investment Services
Illinois
$1.25M -$92.1K -2,036 -7%
GRP
190
Global Retirement Partners
California
$1.23M -$18.4K -406 -1%
TA
191
TrueWealth Advisors
Alabama
$1.21M -$49.6K -1,096 -4%
PPP
192
Private Portfolio Partners
New Jersey
$1.17M -$30.5K -675 -3%
CWM
193
Collaborative Wealth Management
Florida
$1.12M -$83.6K -1,849 -7%
DAS
194
Diversify Advisory Services
Utah
$1.12M
FFA
195
Farther Finance Advisors
California
$1.12M +$777K +17,164 +229%
SWM
196
SilverOak Wealth Management
Minnesota
$1.1M -$136K -3,010 -11%
SB
197
Strategic Blueprint
Georgia
$1.1M +$94.1K +2,080 +9%
GWA
198
GGM Wealth Advisors
Maryland
$1.06M -$146K -3,225 -12%
TWM
199
TCFG Wealth Management
California
$1.06M +$1.06M +23,325 New
AWM
200
Apollon Wealth Management
South Carolina
$1.05M +$22.9K +507 +2%