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

Overview Fund Activity

304 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, 170 reducing their positions, and 35 closing their positions.

Holders
304
Holders Change
-26
Holders Change %
-7.88%
% of All Funds
4.08%
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
170
Closed
35
Calls
$1.53M
Puts
–
Net Calls
+$1.53M
Net Calls Change
+$975K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$124M
2
P
2
&Partners
Tennessee
$36.9M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$6.25M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$94.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$52.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$37.2M
2
Wells Fargo
2
Wells Fargo
California
$229M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.25M
4
LPL Financial
4
LPL Financial
California
$281M
5
LRWA
5
Long Run Wealth Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GSEP
101
Golden State Equity Partners
California
$2.81M 64,039 -4,089 -6%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$2.81M 64,007 +2,436 +4%
CIA
103
Concurrent Investment Advisors
Florida
$2.8M 63,748 +711 +1%
CFS
104
Cannon Financial Strategists
Georgia
$2.73M 62,129 -12,427 -17%
FFA
105
Farther Finance Advisors
California
$2.7M 61,514 -14,142 -19%
FFG
106
First Financial Group
North Carolina
$2.57M 58,531 -2,550 -4%
GVCM
107
Global View Capital Management
Wisconsin
$2.55M 58,055 -547 -0.9%
Comerica Bank
108
Comerica Bank
Texas
$2.51M 57,135 -17,559 -24%
SPC
109
Sigma Planning Corp
Michigan
$2.5M 56,906 -18,352 -24%
RA
110
RFG Advisory
Alabama
$2.49M 56,634 +3,986 +8%
LSIA
111
LaSalle St. Investment Advisors
Illinois
$2.48M 56,448 -2,854 -5%
RPGK
112
Retirement Planning Group (Kansas)
Kansas
$2.45M 55,799 +8,334 +18%
BCI
113
Brinker Capital Investments
Pennsylvania
$2.39M 54,442 -6,767 -11%
AAS
114
Ameritas Advisory Services
Nebraska
$2.37M 53,910 -137,979 -72%
CAG
115
Csenge Advisory Group
Florida
$2.36M 54,336 -792 -1%
PA
116
PFG Advisors
Arizona
$2.32M 52,829 -14,126 -21%
SPIA
117
Steward Partners Investment Advisory
New York
$2.31M 52,553 -365,214 -87%
CWP
118
Core Wealth Partners
California
$2.28M 51,893 +30,992 +148%
RFN
119
RDA Financial Network
Iowa
$2.28M 51,864 +2,092 +4%
GSWM
120
Golden State Wealth Management
California
$2.27M 51,751 -2,072 -4%
WIP
121
WealthCare Investment Partners
Rhode Island
$2.27M 51,795 +3,962 +8%
AWM
122
AE Wealth Management
Kansas
$2.2M 50,228 -10,932 -18%
DADC
123
D.A. Davidson & Co
Montana
$2.09M 47,611 -11,039 -19%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$2.06M 46,894 -213,406 -82%
MOS
125
MGO One Seven
Ohio
$2.03M 46,263 -1,862 -4%
3 4
5
6 7