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

305 hedge funds and large institutions have $3.37B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 151 increasing their positions, 90 reducing their positions, and 29 closing their positions.

Holders
305
Holders Change
+10
Holders Change %
+3.39%
% of All Funds
4.88%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
45
Increased
151
Reduced
90
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$308M 6,833,815 +1,895,163 +38%
SEIA
2
Signature Estate & Investment Advisors
California
$245M 5,445,646 +260,999 +5%
M1FG
3
Mach-1 Financial Group
Arkansas
$230M 114,578 +17,673 +18%
LPL Financial
4
LPL Financial
California
$215M 4,764,236 +907,715 +24%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$162M 3,602,640 +734,754 +26%
Wells Fargo
6
Wells Fargo
California
$142M 3,140,678 +780,348 +33%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$115M 2,547,033 +702,235 +38%
Osaic Holdings
8
Osaic Holdings
Arizona
$79.8M 1,768,634 +354,873 +25%
RJA
9
Raymond James & Associates
Florida
$75.4M 1,673,254 +402,847 +32%
UBS Group
10
UBS Group
Switzerland
$73M 1,619,939 +512,988 +46%
Bank of America
11
Bank of America
North Carolina
$72.7M 1,612,974 +298,816 +23%
HI
12
Horizon Investments
North Carolina
$69.5M 1,546,832 -70,845 -4%
LI
13
LVZ Inc
Michigan
$55.2M 1,224,415 +106,271 +10%
HFS
14
Hantz Financial Services
Michigan
$46M 1,021,063 +157,004 +18%
BWL
15
Bogart Wealth LLC
Virginia
$41.7M 926,307 -38,344 -4%
GWM
16
GDS Wealth Management
Texas
$39.6M 878,902 +73,951 +9%
ACG
17
Allen Capital Group
Nebraska
$39M 866,433 +866,433 New
PI
18
PFS Investments
Georgia
$38.3M 841,141 +342,982 +69%
PAG
19
Private Advisor Group
New Jersey
$37.2M 825,105 +171,792 +26%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$35.6M 789,168 +62,073 +9%
TCWA
21
Ten Capital Wealth Advisors
Washington
$32M 710,285 +710,285 New
Stifel Financial
22
Stifel Financial
Missouri
$31M 687,350 +591,937 +620%
IA
23
IFP Advisors
Florida
$30.9M 625,325 +288,592 +86%
AWM
24
AE Wealth Management
Kansas
$28.9M 641,587 +67,016 +12%
ACM
25
Advance Capital Management
Michigan
$28.5M 631,628 -890,765 -59%