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

330 hedge funds and large institutions have $3.72B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 173 increasing their positions, 90 reducing their positions, and 15 closing their positions.

Holders
330
Holders Change
+25
Holders Change %
+8.2%
% of All Funds
5.21%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.66%
New
46
Increased
173
Reduced
90
Closed
15
Calls
Puts
$19.5M
Net Calls
-$19.5M
Net Calls Change
-$19.5M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$396M 8,964,387 +2,130,572 +31%
LPL Financial
2
LPL Financial
California
$261M 5,911,468 +1,147,232 +24%
SEIA
3
Signature Estate & Investment Advisors
California
$250M 5,667,789 +222,143 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$196M 4,445,057 +842,417 +23%
Wells Fargo
5
Wells Fargo
California
$177M 4,003,499 +862,821 +27%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$122M 2,755,741 +208,708 +8%
UBS Group
7
UBS Group
Switzerland
$110M 2,492,814 +872,875 +54%
Osaic Holdings
8
Osaic Holdings
Arizona
$98.6M 2,237,370 +468,736 +27%
RJA
9
Raymond James & Associates
Florida
$84.5M 1,913,159 +239,905 +14%
Bank of America
10
Bank of America
North Carolina
$80.9M 1,831,530 +218,556 +14%
HI
11
Horizon Investments
North Carolina
$57M 1,294,549 -252,283 -16%
LI
12
LVZ Inc
Michigan
$55.4M 1,253,673 +29,258 +2%
HFS
13
Hantz Financial Services
Michigan
$51.5M 1,166,860 +145,797 +14%
SI
14
Stephens Inc
Arkansas
$50.6M 1,145,999 +1,145,999 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$43.1M 975,142 +242,964 +33%
PAG
16
Private Advisor Group
New Jersey
$43M 973,833 +148,728 +18%
BWL
17
Bogart Wealth LLC
Virginia
$41.7M 944,707 +18,400 +2%
GWM
18
GDS Wealth Management
Texas
$41.1M 930,944 +52,042 +6%
ACG
19
Allen Capital Group
Nebraska
$40.2M 911,068 +44,635 +5%
PI
20
PFS Investments
Georgia
$39.5M 894,569 +53,428 +6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$38.5M 872,339 +419,141 +92%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$38.3M 866,068 +76,900 +10%
PVI
23
Pine Valley Investments
New Jersey
$36M 815,049 +741,555 +1,009%
Truist Financial
24
Truist Financial
North Carolina
$33.7M 762,823 +228,243 +43%
KAS
25
Kestra Advisory Services
Texas
$33.4M 755,617 +218,646 +41%