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

Overview Fund Activity

75 hedge funds and large institutions have $347M invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+10
Holders Change %
+15.38%
% of All Funds
1.63%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
18
Increased
28
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$19.8M
2
AFA
2
American Financial Advisors
Georgia
$17.2M
3
Bank of America
3
Bank of America
North Carolina
$23.3M
4
LI
4
LVZ Inc
Michigan
$35.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$38.8M

Top Sellers

1
W
1
WealthOne
New York
$1.23M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$13M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
RCG
5
Ruggie Capital Group
Florida
$194K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cornerstone Wealth Management
Missouri
$1.46M -$65.7K -873 -4%
FAIM
27
Financial Advocates Investment Management
Washington
$1.43M +$57.1K +1,129 +4%
AG
28
Advisor Group
Arizona
$1.37M -$235K -4,654 -15%
ACM
29
Aviance Capital Management
Florida
$1.36M -$225K -4,459 -14%
W
30
WealthOne
New York
$1.23M -$12.2M -24,219 -91%
LA
31
LexAurum Advisors
Kansas
$1.2M +$1.2M +23,719 New
FTUS
32
Flow Traders U.S.
New York
$1.16M +$749K +14,804 +183%
CAM
33
Concorde Asset Management
Michigan
$918K -$38.8K -768 -4%
GWM
34
Geneos Wealth Management
Colorado
$849K +$75.8K +1,500 +10%
AIM
35
Advantage Investment Management
Iowa
$800K +$800K +15,817 New
IA
36
IFP Advisors
Florida
$785K +$551K +10,847 +235%
First Trust Advisors
37
First Trust Advisors
Illinois
$743K +$743K +14,705 New
WIA
38
Wealthstreet Investment Advisors
Texas
$734K +$15.2K +300 +2%
NA
39
NewEdge Advisors
Louisiana
$667K +$89.8K +1,776 +16%
GCA
40
Genesee Capital Advisors
New York
$589K -$362K -7,150 -38%
PAG
41
Private Advisor Group
New Jersey
$555K +$1.01K +20 +0.2%
CA
42
Cetera Advisors
Colorado
$456K +$456K +9,047 New
QCIG
43
Quad-Cities Investment Group
Iowa
$434K -$7.26K -143 -2%
RFN
44
RDA Financial Network
Iowa
$429K +$429K +8,518 New
AIP
45
Ahrens Investment Partners
Louisiana
$336K +$336K +6,654 New
BRWA
46
B. Riley Wealth Advisors
Florida
$324K +$6.08K +120 +2%
DADC
47
D.A. Davidson & Co
Montana
$310K +$23.2K +460 +8%
TSS
48
Two Sigma Securities
New York
$296K +$33.6K +666 +13%
Wells Fargo
49
Wells Fargo
California
$273K – – –
HighTower Advisors
50
HighTower Advisors
Illinois
$272K +$272K +5,334 New
1
2
3 4