Q1 2018 13F Holders as of 31 Mar 2018
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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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47
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Total 13F shares, excl. options
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3.53M
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Shares change
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+167K
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Total reported value, excl. options
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$175M
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Value change
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+$8.38M
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Number of buys
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33
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Number of sells
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-13
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Price
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$49.66
Significant Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q1 2018
51 filings reported holding FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF as of Q1 2018.
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) has 47 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.53M shares
of 75.8M outstanding shares and own 4.65% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (1.01M shares), LVZ Advisors, Inc. (553K shares), LPL Financial LLC (267K shares), BANK OF AMERICA CORP /DE/ (227K shares), CLS Investments, LLC (214K shares), Raymond James Financial Services Advisors, Inc. (172K shares), ACG Wealth (150K shares), RAYMOND JAMES & ASSOCIATES (138K shares), ROYAL BANK OF CANADA (125K shares), and AVIANCE CAPITAL MANAGEMENT, LLC (99.4K shares).
This table shows the top 47 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.