FIXD icon

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

305 hedge funds and large institutions have $2.55B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 95 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-25
Holders Change %
-7.58%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
13
Increased
95
Reduced
171
Closed
35
Calls
$1.53M
Puts
Net Calls
+$1.53M
Net Calls Change
+$975K
Name Holding Trade Value Shares
Change
Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$21M -$9.42M -214,537 -31%
EFG
27
Elios Financial Group
Ohio
$20.7M -$841K -19,155 -4%
GWM
28
GDS Wealth Management
Texas
$20.3M +$1.13M +25,847 +6%
Mariner
29
Mariner
Kansas
$17.5M +$192K +4,373 +1%
TAM
30
TCP Asset Management
Ohio
$15.5M +$488K +11,117 +3%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$15.4M -$6.79M -154,600 -31%
AFA
32
Alpha Financial Advisors
North Carolina
$14.9M +$20.5K +466 +0.1%
PSCM
33
Per Stirling Capital Management
Texas
$14.1M +$777K +17,694 +6%
DWMS
34
Dominguez Wealth Management Solutions
Virginia
$13.9M +$240K +5,459 +2%
Citadel Advisors
35
Citadel Advisors
Florida
$13.5M -$2.46M -56,033 -15%
AAS
36
Avantax Advisory Services
Texas
$13.1M -$2.87M -65,437 -18%
LFG
37
Larson Financial Group
Missouri
$13.1M -$12.6M -287,654 -49%
HI
38
Harbour Investments
Wisconsin
$11.1M -$1.18M -26,886 -10%
TCM
39
Triumph Capital Management
Colorado
$10.6M +$83.4K +1,900 +0.8%
MML Investors Services
40
MML Investors Services
Massachusetts
$9.96M +$1.53M +34,775 +18%
KAS
41
Kestra Advisory Services
Texas
$9.63M -$556K -12,669 -5%
LA
42
LexAurum Advisors
Kansas
$9.46M -$485K -11,049 -5%
IA
43
IFP Advisors
Florida
$9.41M +$225K +5,126 +2%
OWM
44
Opes Wealth Management
California
$9.21M -$280K -6,386 -3%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$8.96M -$4.02M -91,658 -31%
TPWA
46
Twin Peaks Wealth Advisors
California
$8.57M -$633K -14,428 -7%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$7.23M -$55.7K -1,269 -0.8%
PNC
48
Park National Corp
Ohio
$7.17M -$660K -15,042 -8%
Jane Street
49
Jane Street
New York
$7.14M +$318K +7,256 +5%
DAS
50
Dynamic Advisor Solutions
Arizona
$6.72M +$395K +9,002 +6%