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

330 hedge funds and large institutions have $3.72B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 173 increasing their positions, 90 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+25
Holders Change %
+8.2%
% of All Funds
5.2%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.66%
New
46
Increased
173
Reduced
90
Closed
15
Calls
Puts
$19.5M
Net Calls
-$19.5M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
201
Avidian Wealth Enterprises
Texas
$974K -$13.1K -297 -1%
TA
202
TrueWealth Advisors
Alabama
$973K +$360K +8,151 +59%
DI
203
DFPG Investments
Utah
$972K +$657K +14,762 +208%
RWPA
204
Richard W. Paul & Associates
Michigan
$972K -$594K -13,452 -38%
Creative Planning
205
Creative Planning
Kansas
$933K +$139K +3,143 +17%
TI
206
tru Independence
Oregon
$924K -$16.7K -377 -2%
WP
207
WealthSource Partners
California
$906K
IWM
208
IHT Wealth Management
Illinois
$902K -$16.7K -379 -2%
OFS
209
OneAscent Financial Services
Alabama
$902K +$248K +5,612 +38%
KIA
210
Kraematon Investment Advisors
Massachusetts
$879K -$33.5K -759 -4%
VC
211
Vicus Capital
Pennsylvania
$846K +$298K +6,743 +54%
Wealth Enhancement Advisory Services
212
Wealth Enhancement Advisory Services
Minnesota
$794K -$620K -14,033 -44%
VAS
213
Vestmark Advisory Solutions
Massachusetts
$787K +$787K +17,823 New
QCIG
214
Quad-Cities Investment Group
Iowa
$783K +$585K +13,241 +295%
NC
215
NewSquare Capital
Pennsylvania
$760K +$84.6K +1,915 +13%
W
216
WealthOne
New York
$746K -$39.3K -890 -5%
AAS
217
Ameritas Advisory Services
Nebraska
$742K -$2.97M -68,276 -80%
MI
218
Moneywise Inc
Virginia
$734K -$39.8K -900 -5%
TLFA
219
True Link Financial Advisors
California
$721K
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$715K -$144K -3,254 -17%
US Bancorp
221
US Bancorp
Minnesota
$706K -$838K -18,982 -54%
AWM
222
Apollon Wealth Management
South Carolina
$680K +$87K +1,970 +15%
LFAS
223
Level Four Advisory Services
Texas
$670K +$200K +4,537 +43%
EL
224
EQ LLC
Washington
$656K -$22.3K -505 -3%
TC
225
TownSquare Capital
Utah
$647K -$37.3K -845 -5%