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

318 hedge funds and large institutions have $3.77B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 151 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
-12
Holders Change %
-3.64%
% of All Funds
5.07%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.67%
New
24
Increased
151
Reduced
120
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ECA
201
Elevated Capital Advisors
Utah
$1.02M +$9.21K +219 +0.9%
TCM
202
TD Capital Management
Tennessee
$1.01M -$101K -2,406 -9%
PPP
203
Private Portfolio Partners
New Jersey
$1.01M +$718K +17,080 +247%
OPA
204
Old Port Advisors
Maine
$1M +$1M +23,779 New
LFA
205
Laraway Financial Advisors
Minnesota
$976K -$29.3K -697 -3%
SB
206
Strategic Blueprint
Georgia
$942K -$56.9K -1,354 -6%
CAP
207
Columbia Advisory Partners
Washington
$936K +$484K +11,503 +107%
IWC
208
Integrated Wealth Concepts
Massachusetts
$925K -$4.63K -110 -0.5%
AWE
209
Avidian Wealth Enterprises
Texas
$897K -$30.2K -718 -3%
TI
210
tru Independence
Oregon
$869K -$10.1K -241 -1%
WP
211
WealthSource Partners
California
$832K -$31.1K -740 -4%
KIA
212
Kraematon Investment Advisors
Massachusetts
$794K -$43.2K -1,027 -5%
NC
213
NewSquare Capital
Pennsylvania
$772K +$48.8K +1,160 +7%
SI
214
Stephens Inc
Arkansas
$765K -$47.4M -1,127,818 -98%
TLFA
215
True Link Financial Advisors
California
$761K +$74.7K +1,777 +11%
EL
216
EQ LLC
Washington
$751K +$126K +3,003 +20%
WFAG
217
Worth Financial Advisory Group
North Carolina
$726K +$140K +3,329 +24%
QCIG
218
Quad-Cities Investment Group
Iowa
$721K -$24.7K -588 -3%
MI
219
Moneywise Inc
Virginia
$710K +$11.2K +266 +2%
WEG
220
World Equity Group
Illinois
$701K +$98.8K +2,350 +16%
CPRC
221
Consolidated Portfolio Review Corp
New York
$676K +$347K +8,247 +105%
AWM
222
Apollon Wealth Management
South Carolina
$641K -$6.48K -154 -1%
HA
223
Herold Advisors
New York
$628K +$31.8K +756 +5%
CFCI
224
Comprehensive Financial Consultants Institutional
Indiana
$623K +$41.2K +980 +7%
W
225
WealthOne
New York
$616K -$95K -2,259 -13%