Q4 2021 13F Holders as of 31 Dec 2021
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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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318
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Total 13F shares, excl. options
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75.7M
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Shares change
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-96.5K
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Total reported value, excl. options
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$4.03B
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Value change
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-$5.76M
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Number of buys
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146
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Number of sells
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-137
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Price
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$53.21
Significant Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q4 2021
344 filings reported holding FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF as of Q4 2021.
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) has 318 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 75.7M shares
of 75.8M outstanding shares and own 99.84% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (7.25M shares), Advance Capital Management, Inc. (6.11M shares), LPL Financial LLC (5.5M shares), WELLS FARGO & COMPANY/MN (5.45M shares), ENVESTNET ASSET MANAGEMENT INC (3.45M shares), BANK OF AMERICA CORP /DE/ (2.08M shares), Raymond James Financial Services Advisors, Inc. (1.86M shares), ADVISOR GROUP HOLDINGS, INC. (1.84M shares), UBS Group AG (1.76M shares), and ROYAL BANK OF CANADA (1.75M shares).
This table shows the top 318 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.