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

333 hedge funds and large institutions have $4.4B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 163 increasing their positions, 121 reducing their positions, and 29 closing their positions.

Holders
333
Holders Change
-6
Holders Change %
-1.77%
% of All Funds
4.82%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.43%
New
26
Increased
163
Reduced
121
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$563M 12,433,859 +1,023,873 +9%
LPL Financial
2
LPL Financial
California
$427M 9,430,365 +615,776 +7%
SEIA
3
Signature Estate & Investment Advisors
California
$352M 7,787,804 +257,223 +3%
Wells Fargo
4
Wells Fargo
California
$319M 7,047,878 +31,584 +0.5%
UBS Group
5
UBS Group
Switzerland
$177M 3,919,980 +291,750 +8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$147M 3,238,823 +167,020 +5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$109M 2,414,340 -145,697 -6%
RJA
8
Raymond James & Associates
Florida
$83M 1,835,026 -409,943 -18%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$69.7M 1,539,882 -58,685 -4%
Ameriprise
10
Ameriprise
Minnesota
$58.6M 1,296,824 +366,832 +39%
LI
11
LVZ Inc
Michigan
$58.1M 1,283,971 -2,695 -0.2%
ACG
12
Allen Capital Group
Nebraska
$56.8M 1,254,568 +55,380 +5%
PVI
13
Pine Valley Investments
New Jersey
$55.6M 1,228,527 -114,498 -9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$53.9M 1,191,846 +209,772 +21%
CAS
15
Coppell Advisory Solutions
Texas
$47.1M 1,037,851 +800,727 +338%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$46.4M 1,026,552 +25,256 +3%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$45M 993,616 +626,542 +171%
Truist Financial
18
Truist Financial
North Carolina
$43.8M 967,294 +214,107 +28%
Stifel Financial
19
Stifel Financial
Missouri
$43M 951,289 +238,855 +34%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$42.1M 931,360 +65,387 +8%
Osaic Holdings
21
Osaic Holdings
Arizona
$40.3M 890,968 -13,894 -2%
Bank of America
22
Bank of America
North Carolina
$39.8M 879,636 -125,123 -12%
LRWA
23
Long Run Wealth Advisors
New York
$38.8M 857,414 +30,863 +4%
HighTower Advisors
24
HighTower Advisors
Illinois
$38.5M 849,953 -20,286 -2%
NA
25
NewEdge Advisors
Louisiana
$34.8M 768,305 +266,957 +53%