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

305 hedge funds and large institutions have $2.55B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 95 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-25
Holders Change %
-7.58%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
13
Increased
95
Reduced
171
Closed
35
Calls
$1.53M
Puts
Net Calls
+$1.53M
Net Calls Change
+$975K
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
201
Advisory Services Network
Georgia
$602K +$134K +3,072 +29%
PCS
202
Private Client Services
Kentucky
$597K -$40.6K -925 -6%
AWG
203
Altus Wealth Group
Colorado
$596K -$10.2K -232 -2%
BWA
204
BlueChip Wealth Advisors
Georgia
$578K
CCA
205
Cottonwood Capital Advisors
Utah
$564K -$16.9K -384 -3%
TWM
206
TCFG Wealth Management
California
$555K -$58.6K -1,335 -10%
MWM
207
Modern Wealth Management
Kansas
$544K +$3.38K +77 +0.6%
SAI
208
Savvy Advisors Inc
New York
$530K -$53.8K -1,225 -9%
PTC
209
Private Trust Company
Ohio
$522K -$99.2K -2,261 -16%
CIAS
210
Capital Investment Advisory Services
North Carolina
$518K +$11.1K +252 +2%
VC
211
Vicus Capital
Pennsylvania
$498K -$1.2M -27,274 -71%
KLCM
212
KG&L Capital Management
Louisiana
$476K +$54.1K +1,233 +13%
QWM
213
Quadcap Wealth Management
Texas
$475K
WS
214
Wedbush Securities
California
$470K -$24K -547 -5%
US Bancorp
215
US Bancorp
Minnesota
$429K +$354K +8,057 +468%
LWM
216
Lighthouse Wealth Management
Ohio
$419K -$68.6K -1,562 -14%
NG
217
Novem Group
New York
$418K +$30.1K +685 +8%
MMA
218
Miracle Mile Advisors
California
$415K -$2.51M -57,240 -86%
FFN
219
Focus Financial Network
Minnesota
$413K +$66.5K +1,515 +19%
AWM
220
Apollon Wealth Management
South Carolina
$405K -$123K -2,805 -23%
FHC
221
First Heartland Consultants
Missouri
$395K -$87.2K -1,987 -18%
HF
222
HRT Financial
New York
$393K +$171K +3,901 +77%
GRP
223
Global Retirement Partners
California
$386K +$386K +8,788 New
PS
224
Principal Securities
Iowa
$384K +$31.8K +725 +9%
Citigroup
225
Citigroup
New York
$382K -$4.92K -112 -1%