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

259 hedge funds and large institutions have $3.21B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 134 increasing their positions, 41 reducing their positions, and 15 closing their positions.

Holders
259
Holders Change
+53
Holders Change %
+25.73%
% of All Funds
4.6%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.64%
New
71
Increased
134
Reduced
41
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$334M 6,104,439 +922,299 +18%
Wells Fargo
2
Wells Fargo
California
$308M 5,627,189 +972,451 +21%
LPL Financial
3
LPL Financial
California
$285M 5,207,321 +1,039,274 +25%
Bank of America
4
Bank of America
North Carolina
$127M 2,318,480 +364,727 +19%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$105M 1,927,222 +218,642 +13%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$102M 1,854,545 +263,994 +17%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$99.6M 1,820,123 +13,343 +0.7%
UBS Group
8
UBS Group
Switzerland
$79.2M 1,447,752 +221,881 +18%
RJA
9
Raymond James & Associates
Florida
$74.6M 1,363,417 +366,186 +37%
AWMS
10
Advocacy Wealth Management Services
Georgia
$57.9M 1,057,397 +89,542 +9%
KAS
11
Kestra Advisory Services
Texas
$57.7M 1,055,522 +92,735 +10%
Osaic Holdings
12
Osaic Holdings
Arizona
$56.8M 1,037,542 +130,798 +14%
LI
13
LVZ Inc
Michigan
$48.3M 882,623 +65,112 +8%
AI
14
Atria Investments
North Carolina
$47.2M 862,511 -37,305 -4%
PAG
15
Private Advisor Group
New Jersey
$44.1M 805,244 +279,311 +53%
TAM
16
Tucker Asset Management
Colorado
$42.7M 781,034 +781,034 New
AWM
17
AE Wealth Management
Kansas
$39.4M 719,739 +194,808 +37%
DWM
18
Darwin Wealth Management
Florida
$37.3M 682,084 -46,088 -6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$36.1M 659,829 +128,776 +24%
SS
20
Simplicity Solutions
Minnesota
$35M 638,838 +171,948 +37%
KIG
21
Kowal Investment Group
Wisconsin
$33.8M 623,836 +623,836 New
Jane Street
22
Jane Street
New York
$30.1M 549,388 +202,483 +58%
SPIA
23
Steward Partners Investment Advisory
New York
$29.6M 541,071 +162,295 +43%
PI
24
PFS Investments
Georgia
$29.3M 539,298 +153,842 +40%
BWL
25
Bogart Wealth LLC
Virginia
$28.3M 517,680 +47,110 +10%