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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 %
DWP
351
Daymark Wealth Partners
Ohio
– -$219K -5,091 Closed
BFG
352
Berger Financial Group
Minnesota
– -$206K -4,792 Closed
OPWM
353
Oregon Pacific Wealth Management
Oregon
– -$201K -4,671 Closed
KIM
354
Kestra Investment Management
Texas
– -$51.4K -1,196 Closed
AWM
355
Avior Wealth Management
Nebraska
– -$38.7K -900 Closed
FWM
356
FLP Wealth Management
Arkansas
– -$27.8K -646 Closed
NWWA
357
New Wave Wealth Advisors
Arkansas
– -$21.1K -490 Closed
PA
358
PSI Advisors
Florida
– -$12.2K -283 Closed
FIA
359
FPC Investment Advisory
California
– -$9.01K -209 Closed
PMFA
360
Plante Moran Financial Advisors
Michigan
– -$3.22K -75 Closed
TRCT
361
Tower Research Capital (TRC)
New York
– -$2.97K -69 Closed
WSFS
362
Wilmington Savings Fund Society
Delaware
– -$1.89K -44 Closed
OC
363
Oarsman Capital
Wisconsin
– -$1.81K -42 Closed
SSB
364
Sandy Spring Bank
Maryland
– -$1.25K -29 Closed
CAWM
365
Capital A Wealth Management
Pennsylvania
– -$645 -15 Closed
RFG
366
REAP Financial Group
Texas
– -$255 -6 Closed
CBT
367
Crews Bank & Trust
Florida
– -$129 -3 Closed
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