Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / First Trust Smith Opportunistic Fixed Income ETF
-
Shares outstanding
-
75.8M
-
Number of holders
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321
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Total 13F shares, excl. options
-
82.8M
-
Shares change
-
+14.4M
-
Total reported value, excl. options
-
$3.65B
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Value change
-
+$635M
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Number of buys
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207
-
Number of sells
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-104
-
Price
-
$44.17
Significant Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q2 2023
343 filings reported holding FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF as of Q2 2023.
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) has 321 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 82.8M shares
.
Largest 10 shareholders include MORGAN STANLEY (8.96M shares), LPL Financial LLC (5.91M shares), SIGNATURE ESTATE & INVESTMENT ADVISORS LLC (5.67M shares), ENVESTNET ASSET MANAGEMENT INC (4.45M shares), WELLS FARGO & COMPANY/MN (4M shares), Raymond James Financial Services Advisors, Inc. (2.76M shares), UBS Group AG (2.49M shares), OSAIC HOLDINGS, INC. (2.24M shares), RAYMOND JAMES & ASSOCIATES (1.91M shares), and BANK OF AMERICA CORP /DE/ (1.83M shares).
This table shows the top 321 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.