First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF
US ˙ NasdaqGM ˙ US33740F8059

SecurityFIXD / First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF
InstitutionCambridge Advisors Inc.
Latest Disclosed Ownership21,729 shares
Latest Disclosed Value $ 947,154
Cambridge Advisors Inc. reports 3.47% decrease in ownership of FIXD / First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF

On April 16, 2026 - Cambridge Advisors Inc. filed a 13F-HR form disclosing ownership of 21,729 shares of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (US:FIXD) valued at $947,167 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 22,510 shares of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF. This represents a change in shares of -3.47% during the quarter. The current value of the position is $947,741 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-16 2026-03-31 13F FIRST TR EXCHNG TRADED FD VI SMITH OPPORT FXD 33740F805 21,729 -781 -3.47 947 -5.02 0.1838
2026-01-21 2025-12-31 13F FIRST TR EXCHNG TRADED FD VI SMITH OPPORT FXD 33740F805 22,510 -156 -0.69 998 -0.89 0.1899
2025-10-15 2025-09-30 13F FIRST TR EXCHNG TRADED FD VI SMITH OPPORT FXD 33740F805 22,666 34 0.15 1,007 1.31 0.1967
2025-07-16 2025-06-30 13F FIRST TR EXCHNG TRADED FD VI SMITH OPPORT FXD 33740F805 22,632 -7,453 -24.77 993 -24.66 0.2076
2025-04-24 2025-03-31 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 30,085 -191 -0.63 1,319 1.38 0.2889
2025-01-16 2024-12-31 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 30,276 -14,965 -33.08 1,301 -36.46 0.2904
2024-10-23 2024-09-30 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 45,241 -1,047 -2.26 2,047 2.71 0.4472
2024-07-11 2024-06-30 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 46,288 -4,239 -8.39 1,993 -9.54 0.4630
2024-04-16 2024-03-31 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 50,527 -5,234 -9.39 2,203 -11.46 0.5195
2024-01-17 2023-12-31 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 55,761 -2,547 -4.37 2,487 1.43 0.6249
2023-10-18 2023-09-30 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 58,308 23,328 66.69 2,452 58.71 0.6584
2023-07-13 2023-06-30 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 34,980 16,633 90.66 1,545 87.05 0.3953
2023-04-13 2023-03-31 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 18,347 -547 -2.90 827 -0.36 0.2116
2023-01-23 2022-12-31 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 18,894 -609 -3.12 830 -2.36 0.2227
2022-10-17 2022-09-30 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 19,503 -10,661 -35.34 849 -39.31 0.2433
2022-07-18 2022-06-30 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 30,164 -19,062 -38.72 1,399 -42.69 0.3823
2022-05-05 2022-03-31 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 49,226 -988 -1.97 2,441 -8.65 0.5817
2022-01-14 2021-12-31 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 50,214 -416 -0.82 2,672 -1.44 0.6036
2021-10-19 2021-09-30 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 50,630 -8,000 -13.64 2,711 -13.77 0.6605
2021-07-21 2021-06-30 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 58,630 -2,345 -3.85 3,144 -2.39 0.7603
2021-04-22 2021-03-31 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 60,975 1,413 2.37 3,221 -1.20 0.8231
2021-01-25 2020-12-31 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 59,562 3,101 5.49 3,260 4.92 0.8776
2020-10-15 2020-09-30 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 56,461 37,867 203.65 3,107 204.91 0.9151
2020-07-17 2020-06-30 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 18,594 11,516 162.70 1,019 173.19 0.3191
2020-04-21 2020-03-31 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 7,078 -498 -6.57 373 -5.09 0.1359
2020-01-28 2019-12-31 13F FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 7,576 7,576 393 0.1199
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.