Q3 2022 13F Holders as of 30 Sep 2022
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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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279
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Total 13F shares, excl. options
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61M
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Shares change
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+798K
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Total reported value, excl. options
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$2.66B
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Value change
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+$33.5M
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Number of buys
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107
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Number of sells
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-171
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Price
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$43.54
Significant Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q3 2022
313 filings reported holding FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF as of Q3 2022.
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) has 279 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 61M shares
of 75.8M outstanding shares and own 80.38% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (5.69M shares), Advance Capital Management, Inc. (5.62M shares), SIGNATURE ESTATE & INVESTMENT ADVISORS LLC (4.95M shares), LPL Financial LLC (4.43M shares), ENVESTNET ASSET MANAGEMENT INC (2.59M shares), WELLS FARGO & COMPANY/MN (2.5M shares), Raymond James Financial Services Advisors, Inc. (1.75M shares), Horizon Investments, LLC (1.56M shares), Bogart Wealth, LLC (1.42M shares), and ADVISOR GROUP HOLDINGS, INC. (1.24M shares).
This table shows the top 279 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.