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

344 hedge funds and large institutions have $4.57B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 142 reducing their positions, and 23 closing their positions.

Holders
344
Holders Change
+26
Holders Change %
+8.18%
% of All Funds
5.04%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.65%
New
53
Increased
136
Reduced
142
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TA
201
TrueWealth Advisors
Alabama
$1.18M -$110K -2,475 -9%
DWM
202
Defined Wealth Management
Oregon
$1.17M +$35.9K +804 +3%
GWA
203
GGM Wealth Advisors
Maryland
$1.17M
CCA
204
Cottonwood Capital Advisors
Utah
$1.16M -$59.6K -1,337 -5%
ECA
205
Elevated Capital Advisors
Utah
$1.13M +$47.7K +1,069 +4%
SWM
206
SilverOak Wealth Management
Minnesota
$1.13M +$1.13M +25,365 New
WWM
207
Western Wealth Management
Colorado
$1.05M -$133K -2,974 -11%
PPP
208
Private Portfolio Partners
New Jersey
$1.05M -$19.8K -444 -2%
TCM
209
TD Capital Management
Tennessee
$1.05M -$22.5K -505 -2%
SFS
210
Security Financial Services
Indiana
$1.04M -$137K -3,068 -12%
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$1.03M +$1.03M +23,197 New
CAM
212
Cozad Asset Management
Illinois
$1.02M -$155K -3,475 -13%
CAP
213
Columbia Advisory Partners
Washington
$1M +$9.46K +212 +1%
WFAG
214
Worth Financial Advisory Group
North Carolina
$992K +$223K +4,989 +29%
FZCM
215
Flynn Zito Capital Management
New York
$978K -$9.49M -212,809 -91%
VC
216
Vicus Capital
Pennsylvania
$978K -$156K -3,490 -14%
LFA
217
Laraway Financial Advisors
Minnesota
$956K -$79.4K -1,781 -8%
MI
218
Moneywise Inc
Virginia
$951K +$198K +4,436 +26%
MWM
219
Maripau Wealth Management
Indiana
$949K +$949K +21,269 New
KIG
220
Kowal Investment Group
Wisconsin
$946K -$261K -5,859 -22%
OPA
221
Old Port Advisors
Maine
$943K -$118K -2,647 -11%
CCM
222
Condor Capital Management
New Jersey
$941K +$941K +21,089 New
IWC
223
Integrated Wealth Concepts
Massachusetts
$918K -$63.5K -1,424 -6%
CCFM
224
Clear Creek Financial Management
Washington
$904K +$348K +7,792 +63%
WP
225
WealthSource Partners
California
$872K -$10.5K -235 -1%