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

132 hedge funds and large institutions have $843M invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
132
Holders Change
+26
Holders Change %
+24.53%
% of All Funds
2.61%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
35
Increased
73
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$121M 2,343,698 +531,940 +29%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$52.8M 1,019,599 +279,569 +38%
PI
3
PHH Investments
Texas
$51.9M 1,000,972 +16,519 +2%
LI
4
LVZ Inc
Michigan
$40.3M 778,645 +38,428 +5%
LPL Financial
5
LPL Financial
California
$39.4M 760,464 +229,373 +43%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$33.9M 653,378 +55,401 +9%
Wells Fargo
7
Wells Fargo
California
$32.7M 630,214 +408,151 +184%
UBS Group
8
UBS Group
Switzerland
$32.4M 625,209 +233,400 +60%
Bank of America
9
Bank of America
North Carolina
$28.3M 546,628 -99,421 -15%
AFA
10
American Financial Advisors
Georgia
$23.4M 444,169 +12,072 +3%
HI
11
Horizon Investments
North Carolina
$20.7M 399,848 -18,396 -4%
BWL
12
Bogart Wealth LLC
Virginia
$20.6M 396,699 +394,608 +18,872%
BCI
13
Brinker Capital Investments
Pennsylvania
$19.7M 380,000
EIA
14
Eldridge Investment Advisors
New Hampshire
$15.4M 296,784 +12,957 +5%
PI
15
PFS Investments
Georgia
$14.3M 276,889 +2,157 +0.8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$13.6M 262,678 +53,100 +25%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$13.4M 263,779 +158,896 +151%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$13M 242,642
SCM
19
Seascape Capital Management
New Hampshire
$12.9M 249,050 +249,050 New
First Trust Advisors
20
First Trust Advisors
Illinois
$12.8M 246,645 +139,962 +131%
AG
21
Advisor Group
Arizona
$12.6M 242,738 +73,664 +44%
RJA
22
Raymond James & Associates
Florida
$12M 232,101 +147,840 +175%
SPIA
23
Steward Partners Investment Advisory
New York
$9.77M 188,486 +186,911 +11,867%
AI
24
Atria Investments
North Carolina
$9.34M 180,179 +156,990 +677%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$9.26M 178,631 +67,958 +61%