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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 %
GA
201
GSG Advisors
New Jersey
$773K +$3.43K +79 +0.4%
LMKC
202
L.M. Kohn & Company
Ohio
$756K +$4.34K +99 +0.6%
CAM
203
Cozad Asset Management
Illinois
$738K -$110K -2,515 -13%
FFS
204
Founders Financial Securities
Maryland
$719K -$53.3K -1,221 -7%
DAS
205
Diversify Advisory Services
Utah
$715K -$123K -2,814 -15%
WFA
206
WMG Financial Advisors
Tennessee
$714K -$38.2K -872 -5%
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$713K +$3.9K +89 +0.6%
GWSG
208
GPS Wealth Strategies Group
Colorado
$708K +$667K +15,208 +1,601%
IAN
209
Integrated Advisors Network
Texas
$679K -$116K -2,655 -15%
PB
210
Pinnacle Bancorp
Nebraska
$673K -$614 -14 -0.1%
CA
211
CoreCap Advisors
Michigan
$655K -$6.86M -156,424 -91%
PWM
212
Perigon Wealth Management
California
$655K -$203K -4,629 -24%
LCM
213
Lunt Capital Management
Utah
$645K -$946K -21,569 -59%
PCS
214
Private Client Services
Kentucky
$637K -$141K -3,212 -18%
NS
215
NBC Securities
Alabama
$626K +$625K +14,257 +50,918%
PTC
216
Private Trust Company
Ohio
$621K -$15.9K -362 -2%
TWM
217
TCFG Wealth Management
California
$613K -$481K -10,968 -44%
AWG
218
Altus Wealth Group
Colorado
$606K -$10.1K -231 -2%
EW
219
Entruity Wealth
California
$602K +$53K +1,209 +10%
SAI
220
Savvy Advisors Inc
New York
$583K -$30.3K -692 -5%
CCA
221
Cottonwood Capital Advisors
Utah
$580K +$3.77K +86 +0.7%
RIS
222
Richmond Investment Services
Wisconsin
$579K +$88 +2 +0%
BWA
223
BlueChip Wealth Advisors
Georgia
$577K -$92.9K -2,119 -14%
MWM
224
Modern Wealth Management
Kansas
$540K -$6.44K -147 -1%
AWM
225
Apollon Wealth Management
South Carolina
$527K -$423K -9,642 -45%
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