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

65 hedge funds and large institutions have $243M invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
65
Holders Change
+13
Holders Change %
+25%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
26
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PI
1
PHH Investments
Texas
$46.1M 935,151 +4,747 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$27M 546,844 -93,790 -15%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$21.5M 435,706 +129,541 +42%
LI
4
LVZ Inc
Michigan
$20.3M 411,412 -5,258 -1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.3M 391,579 +45,131 +13%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$19.3M 391,456 -66,238 -14%
BCI
7
Brinker Capital Investments
Pennsylvania
$18.7M 380,000 -15,912 -4%
LPL Financial
8
LPL Financial
California
$9.48M 192,196 -22,757 -11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.74M 177,031 +54,936 +45%
Bank of America
10
Bank of America
North Carolina
$7.53M 152,705 -72,526 -32%
QA
11
Quantitative Advantage
Minnesota
$5.57M 112,826 +112,826 New
EIA
12
Eldridge Investment Advisors
New Hampshire
$4.91M 99,586 +58,261 +141%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$3.5M 70,745 +14,374 +25%
Goldman Sachs
14
Goldman Sachs
New York
$3.29M 66,651 +66,651 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.61M 52,814 +20,899 +65%
RJA
16
Raymond James & Associates
Florida
$2.49M 50,466 +2,869 +6%
FAAS
17
First Allied Advisory Services
California
$2.3M 46,636 -2,220 -5%
RCG
18
Ruggie Capital Group
Florida
$1.74M 35,230 +29,142 +479%
AG
19
Advisor Group
Arizona
$1.57M 31,827 +675 +2%
ACM
20
Aviance Capital Management
Florida
$1.54M 31,259 -46,105 -60%
Stifel Financial
21
Stifel Financial
Missouri
$1.5M 30,817 +14,578 +90%
FAIM
22
Financial Advocates Investment Management
Washington
$1.34M 27,084 +2,406 +10%
W
23
WealthOne
New York
$1.32M 26,652 +26,652 New
HFS
24
HL Financial Services
Kentucky
$1.03M 20,914 -3,874 -16%
CWM
25
Cornerstone Wealth Management
Missouri
$997K 20,228 -49,538 -71%