Q1 2019 13F Holders as of 31 Mar 2019
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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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70
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Total 13F shares, excl. options
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6.78M
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Shares change
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+2.07M
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Total reported value, excl. options
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$343M
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Value change
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+$105M
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Number of buys
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44
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Number of sells
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-20
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Price
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$50.56
Significant Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q1 2019
77 filings reported holding FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF as of Q1 2019.
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) has 70 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.78M shares
of 75.8M outstanding shares and own 8.94% of the company stock.
Largest 10 shareholders include PHH Investments, Ltd. (944K shares), MORGAN STANLEY (767K shares), LVZ Advisors, Inc. (700K shares), Raymond James Financial Services Advisors, Inc. (465K shares), BANK OF AMERICA CORP /DE/ (460K shares), CITADEL ADVISORS LLC (392K shares), CLS Investments, LLC (380K shares), American Financial Advisors, LLC (341K shares), ENVESTNET ASSET MANAGEMENT INC (314K shares), and CWM, LLC (243K shares).
This table shows the top 70 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.