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

Overview Fund Activity

357 hedge funds and large institutions have $3.7B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 132 increasing their positions, 146 reducing their positions, and 25 closing their positions.

Holders
357
Holders Change
+24
Holders Change %
+7.21%
% of All Funds
4.75%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.36%
New
57
Increased
132
Reduced
146
Closed
25
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
+$365K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$158M
2
Goldman Sachs
2
Goldman Sachs
New York
$66.6M
3
CAS
3
Coppell Advisory Solutions
Texas
$85.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$41.1M
5
AAP
5
Arax Advisory Partners
Colorado
$18.4M

Top Sellers

1
SEIA
1
Signature Estate & Investment Advisors
California
$12.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$442M
3
LI
3
LVZ Inc
Michigan
$468K
4
LPL Financial
4
LPL Financial
California
$363M
5
Wells Fargo
5
Wells Fargo
California
$271M
Name Market Value Shares Shares
Change 		Shares
Change %
CFS
26
Commonwealth Financial Services
West Virginia
$31.5M 733,486 -801 -0.1%
SWM
27
Spire Wealth Management
Virginia
$27.5M 640,737 -5,153 -0.8%
AWM
28
Axxcess Wealth Management
California
$26M 604,876 +9,448 +2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$25.9M 603,672 -73,185 -11%
LFG
30
Larson Financial Group
Missouri
$25.9M 601,905 +74,467 +14%
AI
31
Atria Investments
North Carolina
$25.1M 584,222 +256,775 +78%
GLR
32
Great Lakes Retirement
Ohio
$24.7M 573,818 +855 +0.1%
DA
33
Drake & Associates
Wisconsin
$24.1M 556,890 +63,670 +13%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$21.8M 508,354 -124,437 -20%
KAS
35
Kestra Advisory Services
Texas
$21.4M 498,755 -40,074 -7%
CAAS
36
Capital Asset Advisory Services
Michigan
$21.2M 494,526 +728 +0.1%
EFG
37
Elios Financial Group
Ohio
$21.1M 492,104 +95,654 +24%
PFS
38
Prospera Financial Services
Texas
$21.1M 490,908 -143,129 -23%
SCM
39
Seascape Capital Management
New Hampshire
$20.6M 478,525 -598 -0.1%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$20.6M 478,510 +164,046 +52%
AAS
41
Avantax Advisory Services
Texas
$19.3M 450,122 -71,157 -14%
OCFG
42
O'Connor Financial Group
Illinois
$18.5M 429,719 +13,921 +3%
SFG
43
SNS Financial Group
Minnesota
$18.4M 428,204 +66,587 +18%
AAP
44
Arax Advisory Partners
Colorado
$18.4M 428,021 +427,877 +297,137%
SPIA
45
Steward Partners Investment Advisory
New York
$18.4M 427,901 -173,567 -29%
LWP
46
LeClair Wealth Partners
Ohio
$18.3M 424,773 +424,773 New
GWM
47
GDS Wealth Management
Texas
$16.6M 386,356 +43,441 +13%
PSCM
48
Per Stirling Capital Management
Texas
$16.5M 383,401 +24,095 +7%
AFA
49
Alpha Financial Advisors
North Carolina
$16.4M 381,630 -16,875 -4%
PAG
50
Private Advisor Group
New Jersey
$16M 372,543 -50,924 -12%
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