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

295 hedge funds and large institutions have $2.56B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 98 increasing their positions, 137 reducing their positions, and 29 closing their positions.

Holders
295
Holders Change
+12
Holders Change %
+4.24%
% of All Funds
4.76%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.58%
New
44
Increased
98
Reduced
137
Closed
29
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$4K
Name Market Value Shares Shares
Change
Shares
Change %
SEIA
1
Signature Estate & Investment Advisors
California
$228M 5,184,647 +230,680 +5%
Morgan Stanley
2
Morgan Stanley
New York
$217M 4,938,652 -752,544 -13%
LPL Financial
3
LPL Financial
California
$169M 3,856,521 -571,550 -13%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$126M 2,867,886 +278,496 +11%
Wells Fargo
5
Wells Fargo
California
$104M 2,360,330 -138,536 -6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$81M 1,844,798 +98,752 +6%
HI
7
Horizon Investments
North Carolina
$70.8M 1,617,677 +60,282 +4%
ACM
8
Advance Capital Management
Michigan
$66.9M 1,522,393 -4,092,977 -73%
Osaic Holdings
9
Osaic Holdings
Arizona
$62.1M 1,413,761 +177,528 +14%
Bank of America
10
Bank of America
North Carolina
$57.7M 1,314,158 +428,128 +48%
RJA
11
Raymond James & Associates
Florida
$55.8M 1,270,407 +118,039 +10%
LI
12
LVZ Inc
Michigan
$49.1M 1,118,144 -14,855 -1%
UBS Group
13
UBS Group
Switzerland
$48.6M 1,106,951 -30,023 -3%
BWL
14
Bogart Wealth LLC
Virginia
$42.4M 964,651 -455,907 -32%
HFS
15
Hantz Financial Services
Michigan
$37.9M 864,059 +268,181 +45%
GWM
16
GDS Wealth Management
Texas
$35.4M 804,951 +646,693 +409%
KAS
17
Kestra Advisory Services
Texas
$32.8M 746,661 +437,949 +142%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$31.9M 727,095 +259,480 +55%
CASC
19
Coppell Advisory Solutions Corp
Texas
$31.5M 717,264 +717,264 New
CAS
20
Coppell Advisory Solutions
Texas
$31.5M 717,264 +717,264 New
AWM
21
AE Wealth Management
Kansas
$25.2M 574,571 +69,238 +14%
AFA
22
American Financial Advisors
Georgia
$24.6M 559,721 -820 -0.1%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$24.5M 556,390 +125,571 +29%
CAN
24
Cetera Advisor Networks
California
$23.9M 544,083 +331,608 +156%
PI
25
PFS Investments
Georgia
$21.9M 498,159 +140,198 +39%