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

346 hedge funds and large institutions have $4.41B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 175 increasing their positions, 117 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
5.02%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.48%
New
35
Increased
175
Reduced
117
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CW
201
CreativeOne Wealth
Kansas
$1.17M +$1.17M +26,930 New
GWA
202
GGM Wealth Advisors
Maryland
$1.15M
ECA
203
Elevated Capital Advisors
Utah
$1.15M +$43.6K +1,000 +4%
SWM
204
SilverOak Wealth Management
Minnesota
$1.15M +$40K +917 +4%
DWM
205
Defined Wealth Management
Oregon
$1.15M -$1.09K -25 -0.1%
PA
206
PFG Advisors
Arizona
$1.12M -$150K -3,430 -12%
OFS
207
OneAscent Financial Services
Alabama
$1.11M -$230K -5,266 -17%
PPP
208
Private Portfolio Partners
New Jersey
$1.11M +$80.6K +1,848 +8%
SFS
209
Security Financial Services
Indiana
$1.07M +$52.1K +1,195 +5%
CCA
210
Cottonwood Capital Advisors
Utah
$1.04M -$57.5K -1,359 -5%
CWP
211
Core Wealth Partners
California
$1.04M +$445K +10,207 +75%
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$1M -$8.11K -186 -0.8%
CAM
213
Cozad Asset Management
Illinois
$954K -$41.5K -952 -4%
FAM
214
Frontier Asset Management
Wyoming
$937K +$140K +3,214 +18%
CCM
215
Condor Capital Management
New Jersey
$929K +$9.42K +216 +1%
CCFM
216
Clear Creek Financial Management
Washington
$921K +$37.5K +859 +4%
SB
217
Strategic Blueprint
Georgia
$918K +$66.6K +1,528 +8%
LFA
218
Laraway Financial Advisors
Minnesota
$897K -$38K -871 -4%
KIG
219
Kowal Investment Group
Wisconsin
$878K -$47.6K -1,091 -5%
FZCM
220
Flynn Zito Capital Management
New York
$870K -$85.7K -1,965 -9%
TFA
221
Tranquilli Financial Advisor
New Jersey
$835K +$14.6K +334 +2%
NC
222
NewSquare Capital
Pennsylvania
$822K -$11.8K -270 -1%
LNC
223
Lincoln National Corp
Pennsylvania
$814K +$213K +4,878 +35%
RJT
224
Raymond James Trust
Florida
$814K +$98.1K +2,250 +14%
TCA
225
Transcend Capital Advisors
New Jersey
$809K +$15K +343 +2%