FIXD icon

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

282 hedge funds and large institutions have $3.61B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 144 increasing their positions, 77 reducing their positions, and 22 closing their positions.

Holders
282
Holders Change
+23
Holders Change %
+8.88%
% of All Funds
4.97%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.7%
New
49
Increased
144
Reduced
77
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$350M 6,631,893 +527,454 +9%
Wells Fargo
2
Wells Fargo
California
$293M 5,548,209 -78,980 -1%
LPL Financial
3
LPL Financial
California
$289M 5,477,193 +269,872 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$153M 2,902,398 +975,176 +51%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$118M 2,234,620 +414,497 +23%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$106M 2,001,761 +147,216 +8%
Bank of America
7
Bank of America
North Carolina
$101M 1,915,695 -402,785 -17%
Citadel Advisors
8
Citadel Advisors
Florida
$88.4M 1,672,544 +1,672,544 New
RJA
9
Raymond James & Associates
Florida
$80M 1,514,592 +151,175 +11%
UBS Group
10
UBS Group
Switzerland
$77.5M 1,467,568 +19,816 +1%
Osaic Holdings
11
Osaic Holdings
Arizona
$60.9M 1,152,576 +115,034 +11%
HI
12
Horizon Investments
North Carolina
$54M 1,021,397 +1,021,397 New
LI
13
LVZ Inc
Michigan
$52.2M 987,641 +105,018 +12%
Jane Street
14
Jane Street
New York
$50.8M 961,195 +411,807 +75%
HI
15
Harbour Investments
Wisconsin
$50.2M 950,242 +950,242 New
TAM
16
Tucker Asset Management
Colorado
$46.5M 880,399 +99,365 +13%
KAS
17
Kestra Advisory Services
Texas
$45.7M 865,180 -190,342 -18%
KIG
18
Kowal Investment Group
Wisconsin
$41.6M 787,594 +163,758 +26%
AWM
19
AE Wealth Management
Kansas
$38.6M 731,404 +11,665 +2%
Truist Financial
20
Truist Financial
North Carolina
$38.3M 725,440 +430,185 +146%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$37.6M 711,713 +51,884 +8%
AI
22
Atria Investments
North Carolina
$37M 701,044 -161,467 -19%
BWL
23
Bogart Wealth LLC
Virginia
$36.4M 688,851 +171,171 +33%
PAG
24
Private Advisor Group
New Jersey
$36M 680,738 -124,506 -15%
SWM
25
Spire Wealth Management
Virginia
$35.8M 678,865 +678,865 New