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

81 hedge funds and large institutions have $414M invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 11 reducing their positions, and 12 closing their positions.

Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
1.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
20
Increased
43
Reduced
11
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.8M 1,058,972 +291,587 +38%
PI
2
PHH Investments
Texas
$50M 965,277 +21,454 +2%
LI
3
LVZ Inc
Michigan
$36.3M 701,341 +1,389 +0.2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$26.8M 517,267 +52,178 +11%
Bank of America
5
Bank of America
North Carolina
$24.1M 465,857 +5,716 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$23.4M 451,786 +137,625 +44%
AFA
7
American Financial Advisors
Georgia
$19.8M 381,635 +40,911 +12%
BCI
8
Brinker Capital Investments
Pennsylvania
$19.7M 380,000
LPL Financial
9
LPL Financial
California
$18.4M 355,441 +152,265 +75%
UBS Group
10
UBS Group
Switzerland
$15.1M 291,064 +260,044 +838%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$13M 242,642
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$11.7M 225,873 +221,825 +5,480%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$10.4M 199,941 +6,238 +3%
EIA
14
Eldridge Investment Advisors
New Hampshire
$9.81M 189,319 +14,718 +8%
BCP
15
Blackhawk Capital Partners
Wisconsin
$8.27M 159,753 +159,753 New
QA
16
Quantitative Advantage
Minnesota
$6.57M 126,825 +8,194 +7%
BFG
17
Barber Financial Group
Kansas
$4.55M 87,906 +87,906 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$4.45M 85,950 +3,045 +4%
Stifel Financial
19
Stifel Financial
Missouri
$4.43M 85,778 +49,096 +134%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.85M 74,338 +5,507 +8%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$3.66M 70,727 +334 +0.5%
FAIM
22
Financial Advocates Investment Management
Washington
$3.61M 69,622 +41,409 +147%
BTS
23
BB&T Securities
Virginia
$3.17M 61,131 +13,948 +30%
RJA
24
Raymond James & Associates
Florida
$2.71M 52,338 +1,751 +3%
WA
25
WESPAC Advisors
California
$2.45M 47,275 +47,275 New