Q4 2018 13F Holders as of 31 Dec 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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62
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Total 13F shares, excl. options
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4.94M
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Shares change
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+92.4K
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Total reported value, excl. options
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$243M
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Value change
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+$4.58M
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Number of buys
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34
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Number of sells
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-22
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Price
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$49.34
Significant Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q4 2018
69 filings reported holding FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF as of Q4 2018.
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) has 62 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.94M shares
of 75.8M outstanding shares and own 6.51% of the company stock.
Largest 10 shareholders include PHH Investments, Ltd. (935K shares), MORGAN STANLEY (547K shares), CWM, LLC (436K shares), LVZ Advisors, Inc. (411K shares), ENVESTNET ASSET MANAGEMENT INC (392K shares), Raymond James Financial Services Advisors, Inc. (391K shares), CLS Investments, LLC (380K shares), LPL Financial LLC (192K shares), ROYAL BANK OF CANADA (177K shares), and BANK OF AMERICA CORP /DE/ (153K shares).
This table shows the top 62 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.