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

333 hedge funds and large institutions have $4.4B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 163 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-6
Holders Change %
-1.77%
% of All Funds
4.82%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.43%
New
26
Increased
163
Reduced
121
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
201
Condor Capital Management
New Jersey
$1.02M
NC
202
NewSquare Capital
Pennsylvania
$1,000K +$12.8K +282 +1%
CCFM
203
Clear Creek Financial Management
Washington
$966K -$53.4K -1,179 -5%
LFA
204
Laraway Financial Advisors
Minnesota
$955K +$56.4K +1,246 +6%
RJT
205
Raymond James Trust
Florida
$947K +$219K +4,836 +30%
FAM
206
Frontier Asset Management
Wyoming
$934K -$9.64K -213 -1%
SAW
207
Signal Advisors Wealth
Michigan
$932K +$684K +15,125 +276%
CAM
208
Cozad Asset Management
Illinois
$895K -$17.4K -385 -2%
EFG
209
Ethos Financial Group
Pennsylvania
$893K +$399K +8,806 +81%
PWM
210
Perigon Wealth Management
California
$864K +$209K +4,615 +32%
MWM
211
Maripau Wealth Management
Indiana
$834K -$34.7K -768 -4%
LMKC
212
L.M. Kohn & Company
Ohio
$834K +$144K +3,174 +21%
CFCI
213
Comprehensive Financial Consultants Institutional
Indiana
$822K +$139K +3,071 +20%
KIG
214
Kowal Investment Group
Wisconsin
$818K -$53.1K -1,173 -6%
WFA
215
WMG Financial Advisors
Tennessee
$807K +$32.8K +725 +4%
FPB
216
First PREMIER Bank
South Dakota
$801K
GA
217
GSG Advisors
New Jersey
$800K -$48.1K -1,061 -6%
EL
218
EQ LLC
Washington
$799K +$71.1K +1,572 +10%
IAN
219
Integrated Advisors Network
Texas
$769K +$107K +2,368 +16%
RPGK
220
Retirement Planning Group (Kansas)
Kansas
$733K +$26.3K +582 +4%
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$722K -$321K -7,106 -31%
CCA
222
Cottonwood Capital Advisors
Utah
$706K -$65.6K -1,449 -8%
SAI
223
Savvy Advisors Inc
New York
$703K +$76.2K +1,684 +12%
FFS
224
Founders Financial Securities
Maryland
$668K -$82.4K -1,822 -11%
PCS
225
Private Client Services
Kentucky
$658K +$658K +14,542 New