FIXD icon

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

339 hedge funds and large institutions have $4.03B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 137 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-7
Holders Change %
-2.02%
% of All Funds
4.93%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.38%
New
30
Increased
137
Reduced
155
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
201
Diversify Advisory Services
Utah
$1.11M -$260K -5,986 -19%
PA
202
PFG Advisors
Arizona
$1.09M -$15.8K -368 -1%
ECA
203
Elevated Capital Advisors
Utah
$1.08M -$60.9K -1,414 -5%
OFS
204
OneAscent Financial Services
Alabama
$1.02M -$79.4K -1,844 -7%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$993K +$2.58K +60 +0.3%
AWM
206
Apollon Wealth Management
South Carolina
$979K -$328K -7,627 -25%
CCFM
207
Clear Creek Financial Management
Washington
$969K +$60.4K +1,402 +7%
CCM
208
Condor Capital Management
New Jersey
$967K +$49.6K +1,152 +5%
SB
209
Strategic Blueprint
Georgia
$953K +$46.5K +1,079 +5%
NC
210
NewSquare Capital
Pennsylvania
$939K +$128K +2,975 +16%
MOS
211
MGO One Seven
Ohio
$908K -$4.04M -93,877 -82%
FAM
212
Frontier Asset Management
Wyoming
$898K -$26.9K -625 -3%
CAM
213
Cozad Asset Management
Illinois
$869K -$73.1K -1,698 -8%
LFA
214
Laraway Financial Advisors
Minnesota
$855K -$30K -696 -3%
KIG
215
Kowal Investment Group
Wisconsin
$829K -$37.5K -870 -4%
MWM
216
Maripau Wealth Management
Indiana
$827K -$516K -11,988 -38%
GA
217
GSG Advisors
New Jersey
$801K +$4.03K +94 +0.5%
EFG
218
Ethos Financial Group
Pennsylvania
$796K +$796K +10,927 New
FPB
219
First PREMIER Bank
South Dakota
$762K
CCA
220
Cottonwood Capital Advisors
Utah
$741K -$327K -7,533 -31%
WFA
221
WMG Financial Advisors
Tennessee
$737K +$454K +10,551 +161%
FFS
222
Founders Financial Securities
Maryland
$714K +$249K +5,777 +53%
CWP
223
Core Wealth Partners
California
$698K -$326K -7,567 -32%
RJT
224
Raymond James Trust
Florida
$693K -$111K -2,569 -14%
EL
225
EQ LLC
Washington
$693K +$5.86K +136 +0.9%