FIXD icon

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

346 hedge funds and large institutions have $4.41B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 175 increasing their positions, 117 reducing their positions, and 27 closing their positions.

Holders
346
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
5.02%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.48%
New
35
Increased
175
Reduced
117
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$498M 11,428,509 -7,349,167 -39%
LPL Financial
2
LPL Financial
California
$400M 9,166,160 +1,005,225 +12%
Wells Fargo
3
Wells Fargo
California
$316M 7,257,092 +987,970 +16%
SEIA
4
Signature Estate & Investment Advisors
California
$295M 6,767,926 +733,696 +12%
UBS Group
5
UBS Group
Switzerland
$157M 3,607,477 -104,539 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$155M 3,555,975 -871,013 -20%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$142M 3,249,921 +76,853 +2%
SWM
8
Spire Wealth Management
Virginia
$122M 687,815 +9,972 +1%
RJA
9
Raymond James & Associates
Florida
$90.4M 2,073,452 +107,010 +5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$70M 1,606,270 +764,778 +91%
CASC
11
Coppell Advisory Solutions Corp
Texas
$62.3M 1,428,264 +1,428,264 New
PVI
12
Pine Valley Investments
New Jersey
$56.3M 1,290,503 +249,244 +24%
LI
13
LVZ Inc
Michigan
$55M 1,261,715 +82,418 +7%
Citadel Advisors
14
Citadel Advisors
Florida
$54.3M 1,245,168 +1,245,168 New
Bank of America
15
Bank of America
North Carolina
$54M 1,237,886 -1,989,067 -62%
ACG
16
Allen Capital Group
Nebraska
$50.3M 1,154,577 +80,665 +8%
KAS
17
Kestra Advisory Services
Texas
$49.8M 1,141,143 +168,175 +17%
Osaic Holdings
18
Osaic Holdings
Arizona
$49M 1,124,307 -984,993 -47%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$45M 1,031,134 +233,765 +29%
Stifel Financial
20
Stifel Financial
Missouri
$44.9M 1,028,754 +132,268 +15%
PAG
21
Private Advisor Group
New Jersey
$41.2M 945,279 +120,842 +15%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$38.2M 876,390 +38,192 +5%
HighTower Advisors
23
HighTower Advisors
Illinois
$38.1M 874,762 +26,325 +3%
Jane Street
24
Jane Street
New York
$37.4M 856,997 +856,997 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$37.1M 851,902 +13,182 +2%