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 %
CAM
76
Creekmur Asset Management
Illinois
$5.37M -$9.86K -225 -0.2%
PAG
77
Private Advisor Group
New Jersey
$5.34M -$11M -250,796 -67%
ACM
78
Andina Capital Management
Utah
$5.26M -$842K -19,204 -14%
EFL
79
ERn Financial LLC
Wisconsin
$5.21M -$79.1K -1,804 -1%
IWC
80
Integrated Wealth Concepts
Massachusetts
$4.7M -$189K -4,302 -4%
OMC
81
Old Mission Capital
Illinois
$4.64M +$4.64M +105,749 New
SP
82
Sequent Planning
Nebraska
$4.62M -$22.8K -519 -0.5%
BI
83
Bramshill Investments
Florida
$4.6M +$4.6M +105,000 New
UWM
84
USAdvisors Wealth Management
Minnesota
$4.56M -$306K -6,981 -6%
SEIA
85
Signature Estate & Investment Advisors
California
$4.52M -$8.42M -192,066 -65%
BEI
86
Benjamin Edwards Inc
Missouri
$4.39M -$1.24M -28,345 -22%
VWA
87
Visionary Wealth Advisors
Illinois
$4.19M -$4.02M -91,707 -49%
ATPW
88
Ashton Thomas Private Wealth
Arizona
$4.09M +$243K +5,534 +6%
CG
89
CFO4Life Group
Texas
$4.05M -$929K -21,190 -19%
HAS
90
HBW Advisory Services
California
$3.93M -$2.87M -65,369 -42%
AIC
91
Archer Investment Corporation
Indiana
$3.91M -$13.2K -301 -0.3%
CP
92
Capital Planning
Washington
$3.88M -$36.3K -828 -0.9%
FHA
93
First Horizon Advisors
Tennessee
$3.87M -$1.86M -42,524 -33%
NFG
94
Nations Financial Group
Iowa
$3.85M -$3.49M -79,654 -48%
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$3.8M -$6.04M -137,856 -61%
FCM
96
Family Capital Management
Michigan
$3.76M +$21.4K +489 +0.6%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$3.71M -$562K -12,827 -13%
KWS
98
Keystone Wealth Services
California
$3.61M -$3.6K -82 -0.1%
MA
99
Mutual Advisors
Nebraska
$3.61M -$488K -11,219 -12%
FA
100
Fagan Associates
New York
$3.6M -$165K -3,775 -4%
2 3
4
5 6