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

283 hedge funds and large institutions have $2.67B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-17
Holders Change %
-5.67%
% of All Funds
4.89%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.61%
New
19
Increased
97
Reduced
142
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCIA
201
Prime Capital Investment Advisors
Kansas
$480K -$25.3K -581 -5%
IAN
202
Integrated Advisors Network
Texas
$472K -$304K -6,981 -39%
JIP
203
Jaffetilchin Investment Partners
Florida
$469K -$4.44M -101,918 -90%
PA
204
Pinnacle Associates
New York
$456K -$68.6K -1,575 -13%
CCFM
205
Clear Creek Financial Management
Washington
$455K -$1.09M -25,116 -71%
KFSC
206
Keystone Financial Services (Colorado)
Colorado
$424K -$27.9K -650 -6%
IWC
207
Integrated Wealth Concepts
Massachusetts
$424K -$27.6K -633 -6%
MWM
208
Meridian Wealth Management
Kentucky
$421K -$15.1K -346 -3%
TC
209
TownSquare Capital
Utah
$408K -$305 -7 -0.1%
FHA
210
Flagship Harbor Advisors
Massachusetts
$403K -$53.9K -1,238 -12%
TAM
211
Tucker Asset Management
Colorado
$400K -$135K -3,164 -25%
ACP
212
Aveo Capital Partners
Colorado
$392K -$90.1K -2,070 -19%
PGWM
213
Parisi Gray Wealth Management
New Jersey
$392K -$79.5K -1,828 -17%
DBT
214
Dubuque Bank & Trust
Iowa
$378K +$378K +8,673 New
SWP
215
ShoreHaven Wealth Partners
New Jersey
$359K -$8.73K -201 -2%
RJT
216
Raymond James Trust
Florida
$359K
JWCA
217
J.W. Cole Advisors
Florida
$359K +$77.8K +1,789 +28%
PTC
218
Private Trust Company
Ohio
$357K +$163K +3,741 +84%
GWM
219
Geneos Wealth Management
Colorado
$349K -$966K -22,219 -73%
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$332K -$659K -15,167 -66%
RIA
221
Realta Investment Advisors
Delaware
$328K +$20.7K +475 +7%
SB
222
Sunflower Bank
Texas
$322K -$890K -20,429 -73%
KAM
223
Knightsbridge Asset Management
California
$308K +$308K +7,080 New
GWSG
224
GPS Wealth Strategies Group
Colorado
$306K -$18.1K -415 -6%
DI
225
DFPG Investments
Utah
$298K