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

300 hedge funds and large institutions have $2.8B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 172 reducing their positions, and 39 closing their positions.

Holders
300
Holders Change
-15
Holders Change %
-4.76%
% of All Funds
5.07%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.61%
New
28
Increased
83
Reduced
172
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$292M 6,288,615 +122,392 +2%
ACM
2
Advance Capital Management
Michigan
$265M 5,713,236 -283,707 -5%
LPL Financial
3
LPL Financial
California
$213M 4,603,223 -456,046 -9%
Wells Fargo
4
Wells Fargo
California
$142M 3,055,702 -1,656,796 -35%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$119M 2,561,135 -869,854 -25%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$85.1M 1,834,539 -543,457 -23%
HI
7
Horizon Investments
North Carolina
$66.5M 1,435,827 -50,770 -3%
BWL
8
Bogart Wealth LLC
Virginia
$60.3M 1,301,162 +33,303 +3%
Bank of America
9
Bank of America
North Carolina
$58.8M 1,268,553 -477,327 -27%
RJA
10
Raymond James & Associates
Florida
$57.6M 1,241,758 -394,676 -24%
Osaic Holdings
11
Osaic Holdings
Arizona
$56.9M 1,225,345 -236,524 -16%
LI
12
LVZ Inc
Michigan
$52.8M 1,138,433 -31,764 -3%
UBS Group
13
UBS Group
Switzerland
$49.7M 1,072,108 -286,153 -21%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$46.9M 1,012,199 -456,193 -31%
KIG
15
Kowal Investment Group
Wisconsin
$45.8M 987,695 -12,874 -1%
PAG
16
Private Advisor Group
New Jersey
$41.2M 889,396 +148,845 +20%
AF
17
Allworth Financial
California
$32.6M 703,478 +19,773 +3%
Jane Street
18
Jane Street
New York
$31.3M 676,002 +532,153 +370%
ACG
19
Allen Capital Group
Nebraska
$28.5M 613,752 +66,139 +12%
AWM
20
AE Wealth Management
Kansas
$27.3M 589,406 -38,075 -6%
LFG
21
Larson Financial Group
Missouri
$26.2M 564,296 +32,791 +6%
SFG
22
SNS Financial Group
Minnesota
$25.8M 555,557 +876 +0.2%
AWM
23
Affinity Wealth Management
Delaware
$25.7M 552,084 +552,084 New
Truist Financial
24
Truist Financial
North Carolina
$23.5M 507,449 -555,474 -52%
SWM
25
Spire Wealth Management
Virginia
$23.5M 507,319 -253,772 -33%