Q1 2024 13F Holders as of 31 Mar 2024
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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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342
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Total 13F shares, excl. options
-
97.9M
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Shares change
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+2.15M
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Total reported value, excl. options
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$4.27B
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Value change
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+$92.1M
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Number of buys
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205
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Number of sells
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-141
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Price
-
$43.60
Significant Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q1 2024
371 filings reported holding FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF as of Q1 2024.
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) has 342 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 97.9M shares
.
Largest 10 shareholders include MORGAN STANLEY (11.4M shares), LPL Financial LLC (9.17M shares), WELLS FARGO & COMPANY/MN (7.26M shares), SIGNATURE ESTATE & INVESTMENT ADVISORS LLC (6.77M shares), UBS Group AG (3.61M shares), ENVESTNET ASSET MANAGEMENT INC (3.56M shares), Raymond James Financial Services Advisors, Inc. (3.25M shares), RAYMOND JAMES & ASSOCIATES (2.07M shares), Cetera Investment Advisers (1.61M shares), and Coppell Advisory Solutions Corp. (1.43M shares).
This table shows the top 342 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.