FIXD icon

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

305 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, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-25
Holders Change %
-7.58%
% of All Funds
4.09%
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
171
Closed
35
Calls
$1.53M
Puts
Net Calls
+$1.53M
Net Calls Change
+$975K
Name Holding Trade Value Shares
Change
Shares
Change %
SG
176
StoneX Group
New York
$887K -$155K -3,527 -15%
AA
177
Advisory Alpha
Michigan
$880K -$170K -3,884 -16%
CCP
178
Clarity Capital Partners
California
$847K -$910K -20,729 -52%
WCFA
179
Walkner Condon Financial Advisors
Wisconsin
$809K -$53.4K -1,216 -6%
IAN
180
Integrated Advisors Network
Texas
$804K +$124K +2,831 +18%
CFCI
181
Comprehensive Financial Consultants Institutional
Indiana
$788K -$19.7K -449 -2%
GA
182
GSG Advisors
New Jersey
$784K +$3.16K +72 +0.4%
LMKC
183
L.M. Kohn & Company
Ohio
$766K +$8.87K +202 +1%
AWS
184
Atria Wealth Solutions
New York
$765K -$5.18M -118,092 -87%
FPB
185
First PREMIER Bank
South Dakota
$754K -$23.7K -540 -3%
CWA
186
Crux Wealth Advisors
California
$753K -$1.5M -34,151 -67%
BAM
187
Bellevue Asset Management
Washington
$729K -$9.44M -215,140 -93%
FFS
188
Founders Financial Securities
Maryland
$701K -$22K -502 -3%
DAS
189
Diversify Advisory Services
Utah
$698K -$18.9K -431 -3%
CWM
190
Collaborative Wealth Management
Florida
$689K -$215K -4,890 -24%
PB
191
Pinnacle Bancorp
Nebraska
$674K
M1FG
192
Mach-1 Financial Group
Arkansas
$663K +$355K +8,096 +116%
PWM
193
Perigon Wealth Management
California
$655K -$439 -10 -0.1%
BBL
194
Beck Bode LLC
Massachusetts
$653K -$722K -16,445 -52%
EW
195
Entruity Wealth
California
$641K +$38.5K +878 +6%
NS
196
NBC Securities
Alabama
$632K +$5.57K +127 +0.9%
SWM
197
Spire Wealth Management
Virginia
$619K -$2.34M -53,381 -79%
NW
198
NewEdge Wealth
Pennsylvania
$617K -$480K -10,930 -44%
CA
199
CoreCap Advisors
Michigan
$612K -$44.2K -1,006 -7%
WFA
200
WMG Financial Advisors
Tennessee
$606K -$109K -2,477 -15%