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

287 hedge funds and large institutions have $3.63B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 144 increasing their positions, 90 reducing their positions, and 19 closing their positions.

Holders
287
Holders Change
+7
Holders Change %
+2.5%
% of All Funds
5.04%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.67%
New
31
Increased
144
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$384M 7,161,789 +643,631 +10%
Wells Fargo
2
Wells Fargo
California
$309M 5,774,916 -199,245 -3%
LPL Financial
3
LPL Financial
California
$285M 5,329,713 +320,030 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$172M 3,219,569 +108,497 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$126M 2,356,818 -151,681 -6%
Bank of America
6
Bank of America
North Carolina
$112M 2,091,998 +18,422 +0.9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$105M 1,953,486 -88,871 -4%
Osaic Holdings
8
Osaic Holdings
Arizona
$99.7M 1,861,557 +386,532 +26%
UBS Group
9
UBS Group
Switzerland
$91.7M 1,712,231 +12,584 +0.7%
RJA
10
Raymond James & Associates
Florida
$81.9M 1,530,202 +66,865 +5%
TAM
11
Tucker Asset Management
Colorado
$70.2M 1,313,932 +284,993 +28%
BWL
12
Bogart Wealth LLC
Virginia
$63.4M 1,184,158 +81,901 +7%
LI
13
LVZ Inc
Michigan
$59.2M 1,106,389 +34,245 +3%
HI
14
Horizon Investments
North Carolina
$59M 1,103,894 -82,053 -7%
HI
15
Harbour Investments
Wisconsin
$54.5M 1,016,883 +21,757 +2%
KAS
16
Kestra Advisory Services
Texas
$53.9M 1,007,409 +82,280 +9%
KIG
17
Kowal Investment Group
Wisconsin
$51.1M 953,416 +66,334 +7%
Truist Financial
18
Truist Financial
North Carolina
$43.2M 805,808 +10,532 +1%
SWM
19
Spire Wealth Management
Virginia
$41.6M 774,468 +111,084 +17%
AWM
20
AE Wealth Management
Kansas
$38.2M 713,012 -68,672 -9%
AF
21
Allworth Financial
California
$36.8M 686,790 +8,796 +1%
PAG
22
Private Advisor Group
New Jersey
$35.6M 663,963 +75,422 +13%
PI
23
PFS Investments
Georgia
$35.4M 660,328 +36,256 +6%
SB
24
Sunflower Bank
Texas
$31M 579,651 +19,794 +4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$30.4M 567,001 +32,051 +6%