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

318 hedge funds and large institutions have $3.77B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 151 increasing their positions, 120 reducing their positions, and 30 closing their positions.

Holders
318
Holders Change
-12
Holders Change %
-3.64%
% of All Funds
5.07%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.67%
New
24
Increased
151
Reduced
120
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$406M 9,647,084 +682,697 +8%
LPL Financial
2
LPL Financial
California
$307M 7,304,597 +1,393,129 +24%
SEIA
3
Signature Estate & Investment Advisors
California
$246M 5,857,317 +189,528 +3%
Wells Fargo
4
Wells Fargo
California
$208M 4,954,937 +951,438 +24%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$182M 4,336,249 -108,808 -2%
UBS Group
6
UBS Group
Switzerland
$154M 3,650,541 +1,157,727 +46%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$134M 3,182,574 +426,833 +15%
Osaic Holdings
8
Osaic Holdings
Arizona
$111M 2,632,369 +394,999 +18%
RJA
9
Raymond James & Associates
Florida
$89M 2,117,250 +204,091 +11%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$59.5M 1,415,455 +946,759 +202%
Bank of America
11
Bank of America
North Carolina
$52.1M 1,239,001 -592,529 -32%
LI
12
LVZ Inc
Michigan
$49.1M 1,168,508 -85,165 -7%
HI
13
Horizon Investments
North Carolina
$45.7M 1,090,980 -203,569 -16%
PAG
14
Private Advisor Group
New Jersey
$43.2M 1,027,310 +53,477 +5%
GWM
15
GDS Wealth Management
Texas
$42.3M 1,006,951 +76,007 +8%
BWL
16
Bogart Wealth LLC
Virginia
$40.5M 964,032 +19,325 +2%
PVI
17
Pine Valley Investments
New Jersey
$39.5M 939,601 +124,552 +15%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$39.1M 928,692 -46,450 -5%
ACG
19
Allen Capital Group
Nebraska
$38.9M 933,198 +22,130 +2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$37.8M 897,763 +31,695 +4%
Stifel Financial
21
Stifel Financial
Missouri
$35.9M 854,143 +206,907 +32%
Truist Financial
22
Truist Financial
North Carolina
$35.3M 840,306 +77,483 +10%
KAS
23
Kestra Advisory Services
Texas
$35.1M 833,983 +78,366 +10%
CAS
24
Coppell Advisory Solutions
Texas
$31.5M 717,264 +119,956 +20%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$30.7M 730,696 -141,643 -16%