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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 %
EPW
301
Evergreen Private Wealth
Colorado
$35.4K – – –
Q1WB
302
Quest 10 Wealth Builders
Virginia
$27.6K -$17.4K -397 -39%
BCMLT
303
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.7K -$4.25K -97 -15%
Qube Research & Technologies (QRT)
304
Qube Research & Technologies (QRT)
United Kingdom
$23.7K +$23.7K +541 New
TLA
305
Tanglewood Legacy Advisors
Texas
$21K – – –
AF
306
Advisornet Financial
Minnesota
$20.1K +$13K +296 +183%
AG
307
AmeriFlex Group
Nevada
$19.3K – – –
Jones Financial Companies
308
Jones Financial Companies
Missouri
$17.6K +$17.6K +403 New
AW
309
Avion Wealth
Texas
$17K – – –
MIM
310
Marshall Investment Management
Colorado
$16.7K +$16.7K +381 New
TSMHT
311
Thurston Springer Miller Herd & Titak
Indiana
$14.2K – – –
T
312
Tidemark
California
$13.2K – – –
PNC Financial Services Group
313
PNC Financial Services Group
Pennsylvania
$12.6K -$88 -2 -0.7%
HI
314
Horizon Investments
North Carolina
$11.1K -$9.12M -208,709 -100%
ANBT
315
American National Bank & Trust
Texas
$8.68K +$8.68K +198 New
PSFG
316
Park Square Financial Group
Georgia
$8.46K – – –
T
317
Transce3nd
Texas
$7.19K +$3.03K +69 +73%
IWM
318
IMG Wealth Management
Florida
$6.28K -$7.9K -180 -56%
FFA
319
Founders Financial Alliance
North Carolina
$6.09K +$6.09K +139 New
HFS
320
Hantz Financial Services
Michigan
$5K – – –
GCM
321
GKV Capital Management
California
$3.2K +$3.2K +73 New
BWM
322
Bernard Wealth Management
Michigan
$1.43K +$43 +1 +3%
NWM
323
Nova Wealth Management
Florida
$1.32K – – –
KWM
324
Kiker Wealth Management
Georgia
$877 +$877 +20 New
SAS
325
Spurstone Advisory Services
Connecticut
$526 +$526 +12 New
11 12
13
14 15