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

357 hedge funds and large institutions have $3.7B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 132 increasing their positions, 146 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+24
Holders Change %
+7.21%
% of All Funds
4.75%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.36%
New
57
Increased
132
Reduced
146
Closed
25
Calls
$365K
Puts
Net Calls
+$365K
Net Calls Change
+$365K
Name Holding Trade Value Shares
Change
Shares
Change %
FIA
176
Foundations Investment Advisors
Arizona
$1.64M -$703K -16,370 -30%
MOS
177
MGO One Seven
Ohio
$1.56M +$980K +22,796 +168%
LCM
178
Lunt Capital Management
Utah
$1.56M -$907K -21,104 -37%
CAP
179
Columbia Advisory Partners
Washington
$1.56M +$92.7K +2,158 +6%
BBL
180
Beck Bode LLC
Massachusetts
$1.52M -$496K -11,554 -25%
IA
181
IFG Advisory
Georgia
$1.52M -$626K -14,570 -29%
HWA
182
HCR Wealth Advisors
California
$1.44M -$155K -3,601 -10%
BPA
183
Beacon Pointe Advisors
California
$1.44M -$16.7K -389 -1%
WMA
184
West Michigan Advisors
Michigan
$1.42M -$86.5K -2,013 -6%
WWM
185
Western Wealth Management
Colorado
$1.4M -$58K -1,349 -4%
BCM
186
Brookstone Capital Management
Illinois
$1.39M +$820K +19,093 +144%
CW
187
CreativeOne Wealth
Kansas
$1.37M -$522K -12,139 -28%
CF
188
Claris Financial
Virginia
$1.36M +$1.36M +31,763 New
CWP
189
Cyndeo Wealth Partners
Florida
$1.35M -$17.8M -414,955 -93%
KPWS
190
Kestra Private Wealth Services
Texas
$1.35M -$824K -19,165 -38%
HIS
191
Harvest Investment Services
Illinois
$1.31M +$123K +2,870 +10%
CA
192
Cambridge Advisors
Nebraska
$1.3M -$643K -14,965 -33%
CL
193
CLG LLC
California
$1.25M +$1.25M +29,175 New
FTUS
194
Flow Traders U.S.
New York
$1.25M +$1.25M +29,050 New
EC
195
Elequin Capital
New York
$1.19M +$1.19M +27,646 New
AA
196
Advisory Alpha
Michigan
$1.15M -$372K -8,661 -24%
WCFA
197
Walkner Condon Financial Advisors
Wisconsin
$1.14M -$188K -4,367 -14%
M1FG
198
Mach-1 Financial Group
Arkansas
$1.13M -$19.7M -458,011 -95%
WWA
199
WCG Wealth Advisors
Nevada
$1.09M +$1.09M +25,406 New
RPGK
200
Retirement Planning Group (Kansas)
Kansas
$1.09M +$394K +9,176 +57%