Q1 2020 13F Holders as of 31 Mar 2020
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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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135
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Total 13F shares, excl. options
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20M
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Shares change
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+4.88M
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Total reported value, excl. options
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$1.06B
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Value change
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+$258M
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Number of buys
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95
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Number of sells
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-43
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Price
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$52.71
Significant Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q1 2020
149 filings reported holding FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF as of Q1 2020.
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) has 135 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 20M shares
of 75.8M outstanding shares and own 26.4% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (3.02M shares), WELLS FARGO & COMPANY/MN (1.49M shares), LPL Financial LLC (1.19M shares), Allworth Financial LP (1.02M shares), ENVESTNET ASSET MANAGEMENT INC (964K shares), LVZ Advisors, Inc. (778K shares), UBS Group AG (665K shares), Raymond James Financial Services Advisors, Inc. (663K shares), FIRST TRUST ADVISORS LP (619K shares), and Horizon Investments, LLC (567K shares).
This table shows the top 135 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.