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

206 hedge funds and large institutions have $2.65B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 27 reducing their positions, and 3 closing their positions.

Holders
206
Holders Change
+38
Holders Change %
+22.62%
% of All Funds
4.17%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.51%
New
41
Increased
129
Reduced
27
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$285M 5,182,140 +631,987 +14%
Wells Fargo
2
Wells Fargo
California
$256M 4,654,738 +1,568,442 +51%
LPL Financial
3
LPL Financial
California
$229M 4,168,047 +1,122,524 +37%
Bank of America
4
Bank of America
North Carolina
$108M 1,953,753 +959,338 +96%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$99.4M 1,806,780 +556,997 +45%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$94M 1,708,580 +162,077 +10%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$87.5M 1,590,551 +295,780 +23%
UBS Group
8
UBS Group
Switzerland
$67.5M 1,225,871 +298,491 +32%
HI
9
Horizon Investments
North Carolina
$62.2M 1,132,233 -475,277 -30%
RJA
10
Raymond James & Associates
Florida
$54.9M 997,231 +316,470 +46%
KAS
11
Kestra Advisory Services
Texas
$53.4M 962,787 +962,787 New
AWMS
12
Advocacy Wealth Management Services
Georgia
$53.4M 967,855 +567,947 +142%
Osaic Holdings
13
Osaic Holdings
Arizona
$49.8M 906,744 +329,093 +57%
AI
14
Atria Investments
North Carolina
$49.5M 899,816 +10,485 +1%
LI
15
LVZ Inc
Michigan
$45M 817,511 +23,121 +3%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$41.4M 753,102 +484,798 +181%
DWM
17
Darwin Wealth Management
Florida
$40.1M 728,172 +473,516 +186%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$29.2M 531,053 +324,814 +157%
SWA
19
SFMG Wealth Advisors
Texas
$29.1M 528,041 +92,667 +21%
PAG
20
Private Advisor Group
New Jersey
$28.9M 525,933 +122,137 +30%
AWM
21
AE Wealth Management
Kansas
$28.9M 524,931 +33,407 +7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$26M 471,944 +147,809 +46%
BWL
23
Bogart Wealth LLC
Virginia
$25.9M 470,570 +164,519 +54%
SS
24
Simplicity Solutions
Minnesota
$25.7M 466,890 +38,634 +9%
CAS
25
Cascadia Advisory Services
Oregon
$25.3M 458,884 +16,890 +4%