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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 %
FIA
176
Foundations Investment Advisors
Arizona
$1.16M -$513K -11,710 -31%
KPWS
177
Kestra Private Wealth Services
Texas
$1.15M -$224K -5,101 -16%
SHGA
178
Sand Hill Global Advisors
California
$1.15M +$1.15M +26,169 New
CWP
179
Cyndeo Wealth Partners
Florida
$1.13M -$245K -5,595 -18%
UAG
180
United Advisor Group
Ohio
$1.12M +$29.8K +680 +3%
NW
181
NewEdge Wealth
Pennsylvania
$1.09M -$1.11M -25,359 -50%
EC
182
Elequin Capital
New York
$1.08M -$131K -2,982 -11%
FTUS
183
Flow Traders U.S.
New York
$1.08M -$198K -4,519 -16%
AA
184
Advisory Alpha
Michigan
$1.05M -$125K -2,842 -11%
SG
185
StoneX Group
New York
$1.04M -$2.57M -58,554 -71%
WWA
186
WCG Wealth Advisors
Nevada
$1.04M -$74.2K -1,693 -7%
WA
187
Waverly Advisors
Alabama
$1.03M +$1.03M +23,486 New
GWA
188
GGM Wealth Advisors
Maryland
$1.03M – – –
AFP
189
Ausdal Financial Partners
Iowa
$1.02M -$1.1M -25,140 -52%
CCM
190
Condor Capital Management
New Jersey
$968K -$16.5K -376 -2%
EL
191
EQ LLC
Washington
$950K +$62.7K +1,430 +7%
CCFM
192
Clear Creek Financial Management
Washington
$942K +$614 +14 +0.1%
LFA
193
Laraway Financial Advisors
Minnesota
$934K -$28.5K -651 -3%
GS
194
GTS Securities
New York
$928K +$928K +21,164 New
CWP
195
Core Wealth Partners
California
$916K +$497K +11,341 +119%
CWM
196
Collaborative Wealth Management
Florida
$902K -$183K -4,179 -17%
WCFA
197
Walkner Condon Financial Advisors
Wisconsin
$862K -$302K -6,888 -26%
CFCI
198
Comprehensive Financial Consultants Institutional
Indiana
$807K +$5.79K +132 +0.7%
JPMorgan Chase & Co
199
JPMorgan Chase & Co
New York
$807K +$536K +12,233 +198%
FPB
200
First PREMIER Bank
South Dakota
$777K – – –
6 7
8
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