FIXD icon

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

Overview Fund Activity

305 hedge funds and large institutions have $3.37B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 151 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+10
Holders Change %
+3.39%
% of All Funds
4.88%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
45
Increased
151
Reduced
90
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$85.4M
2
LPL Financial
LPL Financial
California
+$40.9M
3
ACG
Allen Capital Group
Nebraska
+$39M
4
M1FG
Mach-1 Financial Group
Arkansas
+$35.5M
5
Wells Fargo
Wells Fargo
California
+$35.2M

Top Sellers

1
ACM
Advance Capital Management
Michigan
-$40.1M
2
CAS
Coppell Advisory Solutions
Texas
-$18.7M
3
CASC
Coppell Advisory Solutions Corp
Texas
-$18.7M
4
KIG
Kowal Investment Group
Wisconsin
-$11.4M
5
DI
DDFG Inc
California
-$9.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFG Advisory
Georgia
$2.69M +$787K +17,461 +41%
OWM
127
OneAscent Wealth Management
Alabama
$2.69M +$2.69M +59,659 New
GWP
128
Gateway Wealth Partners
Wisconsin
$2.63M +$735K +16,310 +39%
CF
129
Centaurus Financial
California
$2.46M -$140K -3,101 -5%
BWM
130
BCGM Wealth Management
Indiana
$2.36M -$19K -422 -0.8%
NDSI
131
Newman Dignan & Sheerar Inc
Rhode Island
$2.35M +$544K +12,083 +30%
NW
132
NewEdge Wealth
Pennsylvania
$2.25M +$2.25M +49,898 New
IWA
133
Inspirion Wealth Advisors
Illinois
$2.19M +$337K +7,478 +18%
Betterment LLC
134
Betterment LLC
New York
$2.16M +$55.4K +1,229 +3%
HWA
135
HCR Wealth Advisors
California
$2.11M +$18.5K +410 +0.9%
CFGS
136
Concourse Financial Group Securities
Alabama
$2.1M -$214K -4,756 -9%
AWM
137
Avior Wealth Management
Nebraska
$2.06M +$2.04M +45,265 +9,610%
GLA
138
Good Life Advisors
Pennsylvania
$2M +$272K +6,045 +16%
RA
139
RFG Advisory
Alabama
$1.99M +$26.5K +589 +1%
BRWA
140
B. Riley Wealth Advisors
Florida
$1.98M +$990K +21,971 +100%
TCM
141
TD Capital Management
Tennessee
$1.97M -$12.3K -274 -0.6%
RFN
142
RDA Financial Network
Iowa
$1.96M -$8.02K -178 -0.4%
VCM
143
Virtue Capital Management
Tennessee
$1.96M +$1.96M +43,425 New
KWM
144
Kingsview Wealth Management
Oregon
$1.94M +$68.5K +1,520 +4%
CFS
145
Cannon Financial Strategists
Georgia
$1.91M -$1.3M -28,937 -41%
IF
146
Integrity Financial
Wyoming
$1.87M -$562K -12,479 -23%
HP
147
Hilltop Partners
Indiana
$1.82M +$202K +4,487 +13%
AWM
148
Axxcess Wealth Management
California
$1.8M +$22K +488 +1%
PAS
149
Park Avenue Securities
New York
$1.78M +$1.25M +27,811 +237%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$1.73M +$711K +15,778 +70%
4 5
6
7 8