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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 %
QFW
151
QTR Family Wealth
Florida
$1.88M +$1.88M +42,893 New
CW
152
CreativeOne Wealth
Kansas
$1.82M +$420K +9,571 +30%
CCP
153
Clarity Capital Partners
California
$1.75M -$731K -16,675 -29%
IA
154
IFG Advisory
Georgia
$1.74M +$196K +4,471 +13%
CFD
155
Creative Financial Designs
Indiana
$1.71M -$44.1K -1,006 -3%
VC
156
Vicus Capital
Pennsylvania
$1.69M -$228K -5,191 -12%
Creative Planning
157
Creative Planning
Kansas
$1.68M +$1.41M +32,219 +531%
AWA
158
Acorn Wealth Advisors
Michigan
$1.66M -$122K -2,781 -7%
BFG
159
Beacon Financial Group
Texas
$1.66M -$73.2K -1,670 -4%
WWM
160
Western Wealth Management
Colorado
$1.59M +$163K +3,724 +11%
CAP
161
Columbia Advisory Partners
Washington
$1.57M -$19.1K -435 -1%
HWA
162
HCR Wealth Advisors
California
$1.55M +$77.3K +1,763 +5%
BPA
163
Beacon Pointe Advisors
California
$1.47M +$526 +12 +0%
ACM
164
Advance Capital Management
Michigan
$1.44M -$256K -5,846 -15%
WMA
165
West Michigan Advisors
Michigan
$1.4M -$49K -1,118 -3%
ACG
166
Allen Capital Group
Nebraska
$1.37M -$57.3M -1,307,272 -98%
BBL
167
Beck Bode LLC
Massachusetts
$1.37M -$179K -4,084 -12%
CF
168
Claris Financial
Virginia
$1.36M – – –
NC
169
NewSquare Capital
Pennsylvania
$1.33M +$309K +7,048 +30%
CL
170
CLG LLC
California
$1.32M +$45K +1,026 +4%
SCM
171
Seascape Capital Management
New Hampshire
$1.32M -$19.7M -448,387 -94%
CA
172
Cambridge Advisors
Nebraska
$1.32M -$8.37K -191 -0.6%
IWM
173
IHT Wealth Management
Illinois
$1.28M -$4.47M -102,072 -78%
HIW
174
Holos Integrated Wealth
Pennsylvania
$1.19M -$2.98M -67,909 -71%
BCM
175
Brookstone Capital Management
Illinois
$1.17M -$245K -5,591 -17%
5 6
7
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