Q2 2017 13F Holders as of 30 Jun 2017
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Type / Class
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Equity / First Trust Smith Opportunistic Fixed Income ETF
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Shares outstanding
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75.8M
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Number of holders
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17
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Total 13F shares, excl. options
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574K
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Shares change
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+182K
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Total reported value, excl. options
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$29.1M
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Value change
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+$9.27M
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Number of buys
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14
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Number of sells
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-3
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Price
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$50.72
Significant Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q2 2017
19 filings reported holding FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF as of Q2 2017.
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 574K shares
of 75.8M outstanding shares and own 0.76% of the company stock.
Largest 10 shareholders include GOLDMAN SACHS GROUP INC (157K shares), LPL Financial LLC (122K shares), CLS Investments, LLC (75K shares), First Allied Advisory Services, Inc. (44K shares), JPMORGAN CHASE & CO (37.4K shares), HL FINANCIAL SERVICES LLC (33.6K shares), RAYMOND JAMES & ASSOCIATES (30.2K shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (20.1K shares), BANK OF AMERICA CORP /DE/ (19.9K shares), and Private Advisor Group, LLC (11.3K shares).
This table shows the top 17 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.