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

106 hedge funds and large institutions have $599M invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 48 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
106
Holders Change
+25
Holders Change %
+30.86%
% of All Funds
2.33%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
33
Increased
48
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$95.4M 1,811,758 +752,786 +71%
PI
2
PHH Investments
Texas
$51.8M 984,453 +19,176 +2%
LI
3
LVZ Inc
Michigan
$39M 740,217 +38,876 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$39M 740,030 +288,244 +64%
Bank of America
5
Bank of America
North Carolina
$34M 646,049 +180,192 +39%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$31.5M 597,977 +80,710 +16%
LPL Financial
7
LPL Financial
California
$28M 531,091 +175,650 +49%
AFA
8
American Financial Advisors
Georgia
$22.8M 432,097 +50,462 +13%
HI
9
Horizon Investments
North Carolina
$22M 418,244 +418,244 New
UBS Group
10
UBS Group
Switzerland
$20.6M 391,809 +100,745 +35%
BCI
11
Brinker Capital Investments
Pennsylvania
$20M 380,000
EIA
12
Eldridge Investment Advisors
New Hampshire
$14.9M 283,827 +94,508 +50%
PI
13
PFS Investments
Georgia
$14.5M 274,732 +274,732 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$13M 242,642
Wells Fargo
15
Wells Fargo
California
$11.7M 222,063 +219,995 +10,638%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$11M 209,578 +9,637 +5%
AG
17
Advisor Group
Arizona
$8.9M 169,074 +131,813 +354%
BCP
18
Blackhawk Capital Partners
Wisconsin
$8.08M 153,455 -6,298 -4%
QA
19
Quantitative Advantage
Minnesota
$6.92M 131,343 +4,518 +4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$5.83M 110,673 +24,723 +29%
First Trust Advisors
21
First Trust Advisors
Illinois
$5.62M 106,683 +79,984 +300%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$5.52M 104,883 +34,156 +48%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$5.16M 97,919 +23,581 +32%
BFG
24
Barber Financial Group
Kansas
$4.64M 88,101 +195 +0.2%
FAIM
25
Financial Advocates Investment Management
Washington
$4.47M 84,906 +15,284 +22%