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

Overview Fund Activity

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

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
+$23.6M
2
Osaic Holdings
Osaic Holdings
Arizona
+$10.7M
3
VCM
Virtue Capital Management
Tennessee
+$5.54M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.42M
5
OMC
Old Mission Capital
Illinois
+$4.64M

Top Sellers

1
CAS
Coppell Advisory Solutions
Texas
-$73.2M
2
Goldman Sachs
Goldman Sachs
New York
-$65.4M
3
ACG
Allen Capital Group
Nebraska
-$57.3M
4
LPL Financial
LPL Financial
California
-$48.1M
5
Morgan Stanley
Morgan Stanley
New York
-$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
251
Regal Investment Advisors
Michigan
$317K +$317K +7,230 New
SWIA
252
Solano Wealth Investment Advisors
California
$312K -$25.6K -583 -8%
JWCA
253
J.W. Cole Advisors
Florida
$311K +$82.8K +1,888 +36%
KFGK
254
Keystone Financial Group (Kentucky)
Kentucky
$310K -$50.5K -1,152 -14%
M1FG
255
Mach-1 Financial Group
Arkansas
$307K -$845K -19,270 -73%
QCIG
256
Quad-Cities Investment Group
Iowa
$302K -$21.2K -484 -7%
SB
257
Sunflower Bank
Texas
$300K – – –
EC
258
EdgeRock Capital
Colorado
$289K -$50.2K -1,146 -15%
PA
259
Pinnacle Associates
New York
$287K -$29.6K -675 -9%
AA
260
Armis Advisers
Georgia
$281K -$15.8K -361 -5%
LBC
261
Leigh Baldwin & Co
New York
$280K -$39.2K -893 -12%
CFG
262
Cooper Financial Group
California
$277K +$2.89K +66 +1%
GM
263
GeoWealth Management
Illinois
$274K -$148K -3,374 -35%
AF
264
Allworth Financial
California
$273K +$607 +14 +0.2%
SFC
265
Strategic Financial Concepts
Texas
$271K +$9.65K +220 +4%
DC
266
Davenport & Co
Virginia
$262K +$20.1K +458 +8%
CCM
267
Chiron Capital Management
Florida
$253K – – –
BFA
268
Beacon Financial Advisory
Ohio
$250K -$58K -1,322 -19%
SWP
269
ShoreHaven Wealth Partners
New Jersey
$241K -$62.1K -1,417 -21%
TCA
270
Transcend Capital Advisors
New Jersey
$240K -$266K -6,061 -53%
BWM
271
BlackDiamond Wealth Management
New York
$239K -$4.12K -95 -2%
EGM
272
Engineers Gate Manager
New York
$235K -$240K -5,473 -51%
IAIM
273
International Assets Investment Management
Florida
$234K -$48.2K -1,100 -17%
KWA
274
Kingswood Wealth Advisors
California
$231K -$187K -4,275 -45%
WWA
275
Wealth Watch Advisors
Colorado
$228K -$187K -4,258 -45%
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