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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.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+25
Holders Change %
+8.2%
% of All Funds
5.2%
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
Morgan Stanley
New York
$396M
2
LPL Financial
LPL Financial
California
$261M
3
SI
Stephens Inc
Arkansas
$50.6M
4
UBS Group
UBS Group
Switzerland
$110M
5
Wells Fargo
Wells Fargo
California
$177M

Top Sellers

1
IA
IFP Advisors
Florida
$9.97M
2
HI
Horizon Investments
North Carolina
$57M
3
Mariner
Mariner
Kansas
$14.4M
4
AAS
Ameritas Advisory Services
Nebraska
$742K
5
LCWP
Legacy Capital Wealth Partners
Arkansas
$3.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCWP
126
Legacy Capital Wealth Partners
Arkansas
$3.28M -$2.63M -59,524 -44%
AWM
127
Axxcess Wealth Management
California
$3.23M +$1.47M +33,274 +83%
LCM
128
Lunt Capital Management
Utah
$3.2M +$3.2M +72,397 New
GSEP
129
Golden State Equity Partners
California
$3.19M +$1.6M +36,260 +101%
SEA
130
Stegent Equity Advisors
Texas
$3.18M +$3.18M +71,916 New
C
131
CEDRUS
Colorado
$3.1M +$372K +8,422 +14%
NW
132
NewEdge Wealth
Pennsylvania
$3.01M +$803K +18,183 +36%
WEPOG
133
Wealth Enhancement & Preservation of GA
Georgia
$2.99M +$53K +1,201 +2%
FTS
134
Fifth Third Securities
Ohio
$2.97M +$1.37M +30,972 +85%
BPA
135
Beacon Pointe Advisors
California
$2.97M +$329K +7,444 +12%
FPB
136
First PREMIER Bank
South Dakota
$2.97M – – –
IA
137
IFG Advisory
Georgia
$2.87M +$228K +5,152 +9%
NFG
138
Nations Financial Group
Iowa
$2.83M +$1.44M +32,513 +103%
CGFA
139
Colton Groome Financial Advisors
North Carolina
$2.8M -$947K -21,434 -25%
BCP
140
Blackhawk Capital Partners
Wisconsin
$2.78M +$7.91K +179 +0.3%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$2.77M +$1.08M +24,481 +64%
OWM
142
OneAscent Wealth Management
Alabama
$2.68M +$48K +1,086 +2%
BRWA
143
B. Riley Wealth Advisors
Florida
$2.61M +$672K +15,203 +35%
KA
144
Kovack Advisors
Florida
$2.6M -$157K -3,547 -6%
HighTower Advisors
145
HighTower Advisors
Illinois
$2.5M -$788K -17,849 -24%
BWM
146
BlackDiamond Wealth Management
New York
$2.45M -$755K -17,157 -24%
BWM
147
BCGM Wealth Management
Indiana
$2.39M +$79.3K +1,795 +3%
GLA
148
Good Life Advisors
Pennsylvania
$2.36M +$400K +9,055 +20%
CF
149
Centaurus Financial
California
$2.33M -$79.7K -1,805 -3%
Betterment LLC
150
Betterment LLC
New York
$2.31M +$197K +4,450 +9%
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