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

344 hedge funds and large institutions have $4.57B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 142 reducing their positions, and 23 closing their positions.

Holders
344
Holders Change
+26
Holders Change %
+8.18%
% of All Funds
5.04%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.65%
New
53
Increased
136
Reduced
142
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$838M 18,777,676 +9,130,592 +95%
LPL Financial
2
LPL Financial
California
$364M 8,160,935 +856,338 +12%
Wells Fargo
3
Wells Fargo
California
$280M 6,269,122 +1,314,185 +27%
SEIA
4
Signature Estate & Investment Advisors
California
$269M 6,034,230 +176,913 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$197M 4,426,988 +90,739 +2%
UBS Group
6
UBS Group
Switzerland
$166M 3,712,016 +61,475 +2%
Bank of America
7
Bank of America
North Carolina
$144M 3,226,953 +1,987,952 +160%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$142M 3,173,068 -9,506 -0.3%
Osaic Holdings
9
Osaic Holdings
Arizona
$94.1M 2,109,300 -523,069 -20%
RJA
10
Raymond James & Associates
Florida
$87.7M 1,966,442 -150,808 -7%
LI
11
LVZ Inc
Michigan
$52.6M 1,179,297 +10,789 +0.9%
ACG
12
Allen Capital Group
Nebraska
$47.9M 1,073,912 +140,714 +15%
PVI
13
Pine Valley Investments
New Jersey
$46.4M 1,041,259 +101,658 +11%
KAS
14
Kestra Advisory Services
Texas
$43.4M 972,968 +138,985 +17%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$42.3M 948,324 -467,131 -33%
Stifel Financial
16
Stifel Financial
Missouri
$40M 896,486 +42,343 +5%
AWM
17
AE Wealth Management
Kansas
$38.1M 868,866 +223,145 +35%
HighTower Advisors
18
HighTower Advisors
Illinois
$37.8M 848,437 +798,353 +1,594%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$37.5M 841,492 -56,271 -6%
Truist Financial
20
Truist Financial
North Carolina
$37.4M 838,765 -1,541 -0.2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$37.4M 838,720 +133,995 +19%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$37.4M 838,198 +107,502 +15%
PAG
23
Private Advisor Group
New Jersey
$36.8M 824,437 -202,873 -20%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$35.6M 797,369 -131,323 -14%
AFA
25
American Financial Advisors
Georgia
$31.5M 707,127 -14,026 -2%