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

330 hedge funds and large institutions have $3.08B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 192 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-27
Holders Change %
-7.56%
% of All Funds
4.48%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
21
Increased
91
Reduced
192
Closed
37
Calls
$1.48M
Puts
$925K
Net Calls
+$552K
Net Calls Change
+$187K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$410M -$41.1M -938,337 -9%
LPL Financial
2
LPL Financial
California
$322M -$48.1M -1,096,927 -13%
Wells Fargo
3
Wells Fargo
California
$277M -$25.9K -591 -0%
UBS Group
4
UBS Group
Switzerland
$149M +$4.35M +99,289 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$144M -$17.4M -396,943 -11%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$89.8M -$23.2M -529,588 -21%
Osaic Holdings
7
Osaic Holdings
Arizona
$60.9M +$10.7M +243,289 +21%
Ameriprise
8
Ameriprise
Minnesota
$60.2M -$15M -342,950 -20%
Truist Financial
9
Truist Financial
North Carolina
$54.1M -$3.99M -91,028 -7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$48.1M -$2.99M -68,268 -6%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$45.1M
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$41.8M +$290K +6,608 +0.7%
Bank of America
13
Bank of America
North Carolina
$41.5M +$925K +21,105 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$41.2M -$4.79M -109,267 -10%
LRWA
15
Long Run Wealth Advisors
New York
$41M +$1.29M +29,324 +3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$39.1M -$13.5M -307,925 -26%
HighTower Advisors
17
HighTower Advisors
Illinois
$37M +$1.06M +24,180 +3%
CFS
18
Commonwealth Financial Services
West Virginia
$31.9M -$269K -6,126 -0.8%
GWM
19
Geneos Wealth Management
Colorado
$31.7M +$23.6M +538,911 +294%
NA
20
NewEdge Advisors
Louisiana
$30.4M -$4.35M -99,219 -13%
P
21
&Partners
Tennessee
$29.8M -$7.75M -177,771 -21%
Stifel Financial
22
Stifel Financial
Missouri
$29.1M -$11.8M -270,168 -29%
GLR
23
Great Lakes Retirement
Ohio
$25.9M +$729K +16,635 +3%
AI
24
Atria Investments
North Carolina
$25.7M +$96.8K +2,209 +0.4%
LFG
25
Larson Financial Group
Missouri
$25.7M -$717K -16,360 -3%