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

339 hedge funds and large institutions have $4.03B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 137 increasing their positions, 155 reducing their positions, and 32 closing their positions.

Holders
339
Holders Change
-7
Holders Change %
-2.02%
% of All Funds
4.93%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.38%
New
30
Increased
137
Reduced
155
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$491M 11,409,986 -18,523 -0.2%
LPL Financial
2
LPL Financial
California
$379M 8,814,589 -351,571 -4%
SEIA
3
Signature Estate & Investment Advisors
California
$324M 7,530,581 +762,655 +11%
Wells Fargo
4
Wells Fargo
California
$302M 7,016,294 -240,798 -3%
UBS Group
5
UBS Group
Switzerland
$156M 3,628,230 +20,753 +0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$132M 3,071,803 -484,172 -14%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$110M 2,560,037 -689,884 -21%
RJA
8
Raymond James & Associates
Florida
$96.6M 2,244,969 +171,517 +8%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$68.8M 1,598,567 -7,703 -0.5%
PVI
10
Pine Valley Investments
New Jersey
$57.8M 1,343,025 +52,522 +4%
LI
11
LVZ Inc
Michigan
$55.4M 1,286,666 +24,951 +2%
ACG
12
Allen Capital Group
Nebraska
$51.6M 1,199,188 +44,611 +4%
KAS
13
Kestra Advisory Services
Texas
$48M 1,114,780 -26,363 -2%
Bank of America
14
Bank of America
North Carolina
$43.3M 1,004,759 -233,127 -19%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$43.1M 1,001,296 -29,838 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$42.3M 982,074 +130,172 +15%
PAG
17
Private Advisor Group
New Jersey
$41.4M 962,662 +17,383 +2%
Ameriprise
18
Ameriprise
Minnesota
$40M 929,992 +929,992 New
Osaic Holdings
19
Osaic Holdings
Arizona
$39M 904,862 -219,445 -20%
HighTower Advisors
20
HighTower Advisors
Illinois
$37.5M 870,239 -4,523 -0.5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$37.3M 865,973 -10,417 -1%
PFS
22
Prospera Financial Services
Texas
$36.9M 856,655 +261,794 +44%
LRWA
23
Long Run Wealth Advisors
New York
$35.6M 826,551 +96,923 +13%
Truist Financial
24
Truist Financial
North Carolina
$32.4M 753,187 +23,239 +3%
Citadel Advisors
25
Citadel Advisors
Florida
$32.3M 750,799 -494,369 -40%