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

287 hedge funds and large institutions have $3.63B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 144 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+7
Holders Change %
+2.5%
% of All Funds
5.04%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.67%
New
31
Increased
144
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TNBTD
201
Trustmark National Bank Trust Department
Mississippi
$685K
SWP
202
Summit Wealth Partners
Florida
$680K -$53.1K -992 -7%
DWM
203
Defined Wealth Management
Oregon
$678K +$197K +3,686 +41%
PTC
204
Private Trust Company
Ohio
$659K +$16.4K +307 +3%
EL
205
EQ LLC
Washington
$646K +$2.09K +39 +0.3%
CIAS
206
Capital Investment Advisory Services
North Carolina
$636K -$503K -9,400 -44%
AWG
207
Altus Wealth Group
Colorado
$635K -$81.9K -1,529 -11%
Citadel Advisors
208
Citadel Advisors
Florida
$632K -$5.47M -102,141 -90%
Koshinski Asset Management
209
Koshinski Asset Management
Illinois
$595K +$51K +952 +9%
TC
210
Trilogy Capital
California
$555K +$8.9K +166 +2%
MWM
211
Meridian Wealth Management
Kentucky
$535K -$268 -5 -0.1%
UCFA
212
United Capital Financial Advisors
Texas
$503K -$82.4K -1,538 -14%
AC
213
Avestar Capital
New York
$500K +$19.6K +366 +4%
PFA
214
Plotkin Financial Advisors
Maryland
$493K
AAM
215
Advisors Asset Management
Colorado
$483K +$48.5K +906 +11%
NDSI
216
Newman Dignan & Sheerar Inc
Rhode Island
$482K +$133K +2,476 +38%
SIM
217
Stratos Investment Management
Ohio
$466K +$466K +8,703 New
PWP
218
Principle Wealth Partners
Connecticut
$463K
AWMS
219
Advocacy Wealth Management Services
Georgia
$446K
OC
220
Oppenheimer & Co
New York
$438K +$161 +3 +0%
VAS
221
Vestmark Advisory Solutions
Massachusetts
$433K +$69.2K +1,294 +19%
FHA
222
Flagship Harbor Advisors
Massachusetts
$409K
PA
223
Pinnacle Associates
New York
$390K +$390K +7,280 New
AWA
224
Acorn Wealth Advisors
Michigan
$375K +$375K +7,011 New
WP
225
WealthShield Partners
North Carolina
$374K -$56.5K -1,054 -13%