Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / First Trust Smith Opportunistic Fixed Income ETF
-
Shares outstanding
-
75.8M
-
Number of holders
-
297
-
Total 13F shares, excl. options
-
68.8M
-
Shares change
-
+10.2M
-
Total reported value, excl. options
-
$3.1B
-
Value change
-
+$460M
-
Number of buys
-
180
-
Number of sells
-
-111
-
Price
-
$45.06
Significant Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q1 2023
327 filings reported holding FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF as of Q1 2023.
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) has 297 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 68.8M shares
of 75.8M outstanding shares and own 90.75% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (6.83M shares), SIGNATURE ESTATE & INVESTMENT ADVISORS LLC (5.45M shares), LPL Financial LLC (4.76M shares), ENVESTNET ASSET MANAGEMENT INC (3.6M shares), WELLS FARGO & COMPANY/MN (3.14M shares), Raymond James Financial Services Advisors, Inc. (2.55M shares), ADVISOR GROUP HOLDINGS, INC. (1.77M shares), RAYMOND JAMES & ASSOCIATES (1.67M shares), UBS Group AG (1.62M shares), and BANK OF AMERICA CORP /DE/ (1.61M shares).
This table shows the top 297 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.