FIXD icon

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 %
DA
26
Drake & Associates
Wisconsin
$24.7M +$328K +7,481 +1%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$22.2M +$1.2M +27,268 +6%
EFG
28
Elios Financial Group
Ohio
$21.5M -$47K -1,072 -0.2%
PFS
29
Prospera Financial Services
Texas
$20.8M -$679K -15,488 -3%
AAP
30
Arax Advisory Partners
Colorado
$19.9M +$1.17M +26,596 +6%
LWP
31
LeClair Wealth Partners
Ohio
$19.9M +$1.25M +28,614 +7%
AWM
32
Axxcess Wealth Management
California
$19.8M -$6.72M -153,177 -25%
SFG
33
SNS Financial Group
Minnesota
$19.7M +$949K +21,641 +5%
GWM
34
GDS Wealth Management
Texas
$19.1M +$2.18M +49,655 +13%
OCFG
35
O'Connor Financial Group
Illinois
$18.5M -$371K -8,453 -2%
SPIA
36
Steward Partners Investment Advisory
New York
$18.3M -$444K -10,134 -2%
Mariner
37
Mariner
Kansas
$17.3M +$1.95M +44,462 +13%
AAS
38
Avantax Advisory Services
Texas
$16M -$3.77M -85,990 -19%
Citadel Advisors
39
Citadel Advisors
Florida
$15.9M -$26M -593,201 -62%
TAM
40
TCP Asset Management
Ohio
$15M +$245K +5,586 +2%
AFA
41
Alpha Financial Advisors
North Carolina
$14.9M -$1.83M -41,854 -11%
CAAS
42
Capital Asset Advisory Services
Michigan
$14.7M -$6.97M -158,778 -32%
CAS
43
Coppell Advisory Solutions
Texas
$14M -$73.2M -1,671,503 -84%
DWMS
44
Dominguez Wealth Management Solutions
Virginia
$13.6M +$215K +4,910 +2%
PSCM
45
Per Stirling Capital Management
Texas
$13.3M -$3.5M -79,915 -21%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$13M -$13.5M -307,840 -51%
HI
47
Harbour Investments
Wisconsin
$12.3M -$888K -20,247 -7%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$11.4M +$5.42M +123,647 +90%
CWM
49
Cornerstone Wealth Management
Missouri
$10.6M +$659K +15,034 +7%
TCM
50
Triumph Capital Management
Colorado
$10.5M +$131K +2,978 +1%
1
2
3 4 5