Q3 2018 13F Holders as of 30 Sep 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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51
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Total 13F shares, excl. options
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4.77M
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Shares change
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+1.47M
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Total reported value, excl. options
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$233M
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Value change
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+$72.2M
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Number of buys
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31
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Number of sells
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-21
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Price
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$48.99
Significant Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q3 2018
60 filings reported holding FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF as of Q3 2018.
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) has 51 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.77M shares
of 75.8M outstanding shares and own 6.29% of the company stock.
Largest 10 shareholders include PHH Investments, Ltd. (930K shares), MORGAN STANLEY (641K shares), Raymond James Financial Services Advisors, Inc. (458K shares), LVZ Advisors, Inc. (417K shares), CLS Investments, LLC (396K shares), ENVESTNET ASSET MANAGEMENT INC (346K shares), CWM, LLC (306K shares), BANK OF AMERICA CORP /DE/ (225K shares), LPL Financial LLC (215K shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (159K shares).
This table shows the top 51 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.