Q4 2023 13F Holders as of 31 Dec 2023
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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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5
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Total 13F shares, excl. options
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369K
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Shares change
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-70.4K
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Total reported value, excl. options
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$16.5M
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Value change
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-$3.07M
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Number of buys
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1
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Number of sells
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-3
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Price
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$44.61
Significant Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q4 2023
6 filings reported holding FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF as of Q4 2023.
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 369K shares
of 75.8M outstanding shares and own 0.49% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (9.39M shares), LPL Financial LLC (8.16M shares), WELLS FARGO & COMPANY/MN (6.27M shares), SIGNATURE ESTATE & INVESTMENT ADVISORS LLC (6.03M shares), ENVESTNET ASSET MANAGEMENT INC (4.43M shares), UBS Group AG (3.71M shares), BANK OF AMERICA CORP /DE/ (3.23M shares), Raymond James Financial Services Advisors, Inc. (3.17M shares), OSAIC HOLDINGS, INC. (2.11M shares), and RAYMOND JAMES & ASSOCIATES (1.97M shares).
This table shows the top 5 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.