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

357 hedge funds and large institutions have $3.7B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 132 increasing their positions, 146 reducing their positions, and 25 closing their positions.

Holders
357
Holders Change
+24
Holders Change %
+7.21%
% of All Funds
4.75%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.36%
New
57
Increased
132
Reduced
146
Closed
25
Calls
$365K
Puts
Net Calls
+$365K
Net Calls Change
+$365K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$442M 10,279,658 -2,154,201 -17%
LPL Financial
2
LPL Financial
California
$363M 8,449,335 -981,030 -10%
Wells Fargo
3
Wells Fargo
California
$271M 6,313,439 -734,439 -10%
Raymond James Financial
4
Raymond James Financial
Florida
$158M 3,683,621 +3,683,621 New
UBS Group
5
UBS Group
Switzerland
$142M 3,298,134 -621,846 -16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$111M 2,577,675 -661,148 -20%
CAS
7
Coppell Advisory Solutions
Texas
$85.9M 1,992,193 +954,342 +92%
Ameriprise
8
Ameriprise
Minnesota
$73.8M 1,716,682 +419,858 +32%
Goldman Sachs
9
Goldman Sachs
New York
$66.6M 1,550,935 +1,550,935 New
ACG
10
Allen Capital Group
Nebraska
$57.5M 1,338,620 +84,052 +7%
Truist Financial
11
Truist Financial
North Carolina
$57M 1,326,162 +358,868 +37%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$51.5M 1,199,421 -340,461 -22%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$50.1M 1,166,248 -25,598 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$49.2M 1,145,272 +254,304 +29%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$45.1M 1,032,722 +39,106 +4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$45.1M 1,048,899 +22,347 +2%
PVI
17
Pine Valley Investments
New Jersey
$42.9M 997,448 -231,079 -19%
Citadel Advisors
18
Citadel Advisors
Florida
$41.1M 956,274 +775,079 +428%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$40.7M 946,596 +15,236 +2%
Stifel Financial
20
Stifel Financial
Missouri
$40.1M 933,829 -17,460 -2%
Bank of America
21
Bank of America
North Carolina
$39.7M 924,941 +45,305 +5%
LRWA
22
Long Run Wealth Advisors
New York
$38.9M 904,759 +47,345 +6%
P
23
&Partners
Tennessee
$36.7M 862,470 +320,754 +59%
HighTower Advisors
24
HighTower Advisors
Illinois
$35.2M 819,119 -30,834 -4%
NA
25
NewEdge Advisors
Louisiana
$34.1M 792,984 +24,679 +3%