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

305 hedge funds and large institutions have $3.37B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 151 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+10
Holders Change %
+3.39%
% of All Funds
4.88%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
45
Increased
151
Reduced
90
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TC
201
TownSquare Capital
Utah
$698K +$225K +4,991 +48%
EL
202
EQ LLC
Washington
$692K +$24.9K +553 +4%
NC
203
NewSquare Capital
Pennsylvania
$689K +$21.4K +475 +3%
OFS
204
OneAscent Financial Services
Alabama
$668K +$410K +9,093 +159%
CFCI
205
Comprehensive Financial Consultants Institutional
Indiana
$658K -$84.4K -1,872 -11%
HFG
206
Heron Financial Group
New York
$642K +$416K +9,225 +184%
CCG
207
Cypress Capital Group
Florida
$634K -$169K -3,749 -21%
BFG
208
Barber Financial Group
Kansas
$628K +$3.02K +67 +0.5%
WFAG
209
Worth Financial Advisory Group
North Carolina
$627K +$421K +9,352 +205%
TA
210
TrueWealth Advisors
Alabama
$625K +$86.2K +1,914 +16%
PWA
211
Peterson Wealth Advisors
Utah
$613K
AWM
212
Apollon Wealth Management
South Carolina
$605K +$46.7K +1,036 +8%
Ameriprise
213
Ameriprise
Minnesota
$603K +$603K +13,383 New
P
214
&Partners
Tennessee
$574K -$9.91K -220 -2%
VC
215
Vicus Capital
Pennsylvania
$559K +$130K +2,895 +30%
TCM
216
Triumph Capital Management
Colorado
$549K -$255K -5,655 -32%
OC
217
Oppenheimer & Co
New York
$543K +$543K +12,043 New
TPWA
218
TRUE Private Wealth Advisors
Oregon
$508K -$17K -377 -3%
SMF
219
Sterling Manor Financial
New York
$493K +$493K +10,945 New
IWC
220
Integrated Wealth Concepts
Massachusetts
$487K +$8.2K +182 +2%
LFAS
221
Level Four Advisory Services
Texas
$479K +$479K +10,636 New
GCM
222
Gallacher Capital Management
Colorado
$461K -$145K -3,211 -24%
WI
223
Wintrust Investments
Illinois
$451K +$451K +10,017 New
CCFM
224
Clear Creek Financial Management
Washington
$449K +$3.15K +70 +0.7%
CWA
225
Clarus Wealth Advisors
Arizona
$447K +$447K +9,839 New