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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 $3.72B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 173 increasing their positions, 90 reducing their positions, and 15 closing their positions.

Holders
330
Holders Change
+25
Holders Change %
+8.2%
% of All Funds
5.21%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.66%
New
46
Increased
173
Reduced
90
Closed
15
Calls
–
Puts
$19.5M
Net Calls
-$19.5M
Net Calls Change
-$19.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$396M
2
LPL Financial
2
LPL Financial
California
$261M
3
SI
3
Stephens Inc
Arkansas
$50.6M
4
UBS Group
4
UBS Group
Switzerland
$110M
5
Wells Fargo
5
Wells Fargo
California
$177M

Top Sellers

1
IA
1
IFP Advisors
Florida
$9.97M
2
HI
2
Horizon Investments
North Carolina
$57M
3
Mariner
3
Mariner
Kansas
$14.4M
4
AAS
4
Ameritas Advisory Services
Nebraska
$742K
5
LCWP
5
Legacy Capital Wealth Partners
Arkansas
$3.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$15.3M +$144K +3,258 +1%
IF
52
Intrua Financial
Texas
$15.2M +$702K +15,904 +5%
Mariner
53
Mariner
Kansas
$14.4M -$5.92M -133,962 -29%
SFG
54
SNS Financial Group
Minnesota
$12.8M -$916K -20,727 -7%
SPC
55
Sigma Planning Corp
Michigan
$12.7M +$553K +12,519 +5%
FAIM
56
Financial Advocates Investment Management
Washington
$12M +$3.34M +75,643 +39%
NA
57
NewEdge Advisors
Louisiana
$11.8M +$2.75M +62,174 +30%
HFS
58
Howard Financial Services
Texas
$11.7M +$192K +4,346 +2%
EIA
59
Eldridge Investment Advisors
New Hampshire
$11.6M +$816K +18,467 +8%
FZCM
60
Flynn Zito Capital Management
New York
$11.5M +$1.01M +22,818 +10%
LFG
61
Larson Financial Group
Missouri
$11.3M -$429K -9,709 -4%
VWA
62
Visionary Wealth Advisors
Illinois
$11.2M +$11.2M +253,725 New
SCA
63
Snowden Capital Advisors
New York
$10.6M +$45.3K +1,025 +0.4%
GIA
64
Gladstone Institutional Advisory
Florida
$10.5M +$706K +15,982 +7%
CAAS
65
Capital Asset Advisory Services
Michigan
$10.4M +$711K +16,050 +7%
DWM
66
Darwin Wealth Management
Florida
$10.3M -$401K -9,171 -4%
FPWM
67
FSB Premier Wealth Management
Iowa
$10.1M +$1.04M +23,546 +12%
IA
68
IFP Advisors
Florida
$9.97M -$17.6M -399,549 -64%
AI
69
Atria Investments
North Carolina
$9.93M +$1.15M +26,070 +13%
AWS
70
Atria Wealth Solutions
New York
$9.84M +$734K +16,620 +8%
AWA
71
Arkadios Wealth Advisors
Georgia
$9.73M +$452K +10,231 +5%
CG
72
CFO4Life Group
Texas
$9.47M -$56.1K -1,269 -0.6%
IGWM
73
ICA Group Wealth Management
Colorado
$9.47M -$758K -17,172 -7%
M1FG
74
Mach-1 Financial Group
Arkansas
$9.35M +$4.29M +97,159 +85%
TAM
75
TCP Asset Management
Ohio
$9.25M +$1.79M +40,504 +24%
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