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

137 hedge funds and large institutions have $1.06B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 29 reducing their positions, and 16 closing their positions.

Holders
137
Holders Change
+5
Holders Change %
+3.79%
% of All Funds
3.03%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.27%
New
25
Increased
77
Reduced
29
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$159M 3,020,502 +676,804 +29%
Wells Fargo
2
Wells Fargo
California
$78.3M 1,486,112 +855,898 +136%
LPL Financial
3
LPL Financial
California
$62.7M 1,188,825 +428,361 +56%
AF
4
Allworth Financial
California
$53.6M 1,017,656 +1,017,656 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$50.8M 963,933 -55,666 -5%
LI
6
LVZ Inc
Michigan
$41M 778,475 -170 -0%
UBS Group
7
UBS Group
Switzerland
$35M 664,780 +39,571 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$34.9M 662,870 +9,492 +1%
First Trust Advisors
9
First Trust Advisors
Illinois
$32.6M 619,103 +372,458 +151%
HI
10
Horizon Investments
North Carolina
$29.9M 567,179 +167,331 +42%
Bank of America
11
Bank of America
North Carolina
$29.9M 566,393 +19,765 +4%
Osaic Holdings
12
Osaic Holdings
Arizona
$26.5M 501,700 +501,700 New
AI
13
Atria Investments
North Carolina
$25.4M 481,188 +301,009 +167%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$24.4M 463,335 +200,657 +76%
BWL
15
Bogart Wealth LLC
Virginia
$21.6M 409,750 +13,051 +3%
BCI
16
Brinker Capital Investments
Pennsylvania
$20.1M 380,828 +828 +0.2%
AFA
17
American Financial Advisors
Georgia
$19.5M 363,166 -81,003 -18%
RJA
18
Raymond James & Associates
Florida
$15.9M 300,913 +68,812 +30%
EIA
19
Eldridge Investment Advisors
New Hampshire
$15.5M 293,288 -3,496 -1%
AWM
20
AE Wealth Management
Kansas
$14M 266,439 +94,961 +55%
SCM
21
Seascape Capital Management
New Hampshire
$13.7M 259,038 +9,988 +4%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$13M 242,642
SS
23
Simplicity Solutions
Minnesota
$12.5M 236,611 +68,264 +41%
SPIA
24
Steward Partners Investment Advisory
New York
$9.91M 187,997 -489 -0.3%
Truist Financial
25
Truist Financial
North Carolina
$9.79M 185,764 +65,960 +55%