Q4 2022 13F Holders as of 31 Dec 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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286
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Total 13F shares, excl. options
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57.4M
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Shares change
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-6.16M
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Total reported value, excl. options
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$2.52B
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Value change
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-$270M
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Number of buys
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115
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Number of sells
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-159
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Price
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$43.92
Significant Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q4 2022
319 filings reported holding FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF as of Q4 2022.
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) has 286 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 57.4M shares
of 75.8M outstanding shares and own 75.7% of the company stock.
Largest 10 shareholders include SIGNATURE ESTATE & INVESTMENT ADVISORS LLC (5.18M shares), MORGAN STANLEY (4.94M shares), LPL Financial LLC (3.86M shares), ENVESTNET ASSET MANAGEMENT INC (2.87M shares), WELLS FARGO & COMPANY/MN (2.36M shares), Raymond James Financial Services Advisors, Inc. (1.84M shares), Horizon Investments, LLC (1.62M shares), Advance Capital Management, Inc. (1.52M shares), ADVISOR GROUP HOLDINGS, INC. (1.41M shares), and BANK OF AMERICA CORP /DE/ (1.31M shares).
This table shows the top 286 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.