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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 $3.08B 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 %
AWM
126
AE Wealth Management
Kansas
$2.68M -$1.19M -27,055 -31%
FFG
127
First Financial Group
North Carolina
$2.67M +$363K +8,306 +16%
LSIA
128
LaSalle St. Investment Advisors
Illinois
$2.6M -$96.4K -2,200 -4%
Goldman Sachs
129
Goldman Sachs
New York
$2.59M -$65.4M -1,491,747 -96%
DADC
130
D.A. Davidson & Co
Montana
$2.57M +$218K +4,967 +9%
GVCM
131
Global View Capital Management
Wisconsin
$2.57M -$300K -6,835 -10%
HIS
132
Harvest Investment Services
Illinois
$2.5M +$1.17M +26,587 +87%
CAG
133
Csenge Advisory Group
Florida
$2.39M -$43.3K -999 -2%
CCB
134
Cutter & Co Brokerage
Missouri
$2.39M +$226K +5,154 +10%
GSWM
135
Golden State Wealth Management
California
$2.36M -$489K -11,163 -17%
RA
136
RFG Advisory
Alabama
$2.31M -$234K -5,337 -9%
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$2.26M +$192K +4,370 +9%
CWA
138
Crux Wealth Advisors
California
$2.25M -$1.63M -37,129 -42%
RFN
139
RDA Financial Network
Iowa
$2.18M +$50.9K +1,160 +2%
GWP
140
Gateway Wealth Partners
Wisconsin
$2.18M -$1.34M -30,620 -38%
MOS
141
MGO One Seven
Ohio
$2.11M +$517K +11,792 +32%
GIA
142
Gladstone Institutional Advisory
Florida
$2.09M -$715K -16,320 -25%
RPGK
143
Retirement Planning Group (Kansas)
Kansas
$2.08M +$969K +22,096 +87%
WIP
144
WealthCare Investment Partners
Rhode Island
$2.06M +$369K +8,561 +22%
IWM
145
Iams Wealth Management
Nebraska
$2.02M -$5.64M -128,603 -74%
MW
146
Maia Wealth
Colorado
$2.02M -$220K -5,086 -10%
PFA
147
Pinnacle Family Advisors
Missouri
$2M -$1.51M -34,518 -43%
IWA
148
Inspirion Wealth Advisors
Illinois
$1.99M -$282K -6,428 -12%
USCWA
149
U.S. Capital Wealth Advisors
Texas
$1.95M -$5.35K -122 -0.3%
SWMG
150
Signature Wealth Management Group
Georgia
$1.89M +$10.4K +237 +0.6%
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