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

357 hedge funds and large institutions have $3.7B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 132 increasing their positions, 146 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+24
Holders Change %
+7.21%
% of All Funds
4.75%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.36%
New
57
Increased
132
Reduced
146
Closed
25
Calls
$365K
Puts
Net Calls
+$365K
Net Calls Change
+$365K
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
201
Global Retirement Partners
California
$1.08M -$87.5K -2,037 -8%
TWM
202
TCFG Wealth Management
California
$1.07M +$69.8K +1,625 +7%
UAG
203
United Advisor Group
Ohio
$1.07M -$201K -4,679 -16%
CWM
204
Collaborative Wealth Management
Florida
$1.06M -$3.27K -76 -0.3%
PPP
205
Private Portfolio Partners
New Jersey
$1.06M -$47.7K -1,109 -4%
GWA
206
GGM Wealth Advisors
Maryland
$1.01M
NC
207
NewSquare Capital
Pennsylvania
$996K +$46.5K +1,082 +5%
SB
208
Strategic Blueprint
Georgia
$984K -$56.2K -1,308 -5%
AIFAIM
209
American Institute for Advanced Investment Management
Arizona
$973K -$594K -13,820 -38%
CCM
210
Condor Capital Management
New Jersey
$965K
LFA
211
Laraway Financial Advisors
Minnesota
$943K +$36K +837 +4%
AWM
212
Apollon Wealth Management
South Carolina
$931K -$67.5K -1,572 -7%
CCFM
213
Clear Creek Financial Management
Washington
$923K +$5.76K +134 +0.6%
SAW
214
Signal Advisors Wealth
Michigan
$889K +$3.82K +89 +0.4%
EL
215
EQ LLC
Washington
$870K +$111K +2,587 +15%
TA
216
TrueWealth Advisors
Alabama
$857K -$295K -6,861 -26%
PWM
217
Perigon Wealth Management
California
$841K +$20.2K +470 +2%
CAM
218
Cozad Asset Management
Illinois
$831K -$19K -443 -2%
DAS
219
Diversify Advisory Services
Utah
$813K -$272K -6,413 -25%
MWM
220
Maripau Wealth Management
Indiana
$806K +$13.2K +308 +2%
CFCI
221
Comprehensive Financial Consultants Institutional
Indiana
$785K +$4.56K +106 +0.6%
IAN
222
Integrated Advisors Network
Texas
$780K +$49.8K +1,159 +7%
PCS
223
Private Client Services
Kentucky
$763K +$138K +3,206 +22%
GA
224
GSG Advisors
New Jersey
$762K +$3.78K +88 +0.5%
FPB
225
First PREMIER Bank
South Dakota
$761K