Q3 2024 13F Holders as of 30 Sep 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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331
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Total 13F shares, excl. options
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97.1M
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Shares change
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+2.91M
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Total reported value, excl. options
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$4.39B
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Value change
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+$134M
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Number of buys
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185
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Number of sells
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-149
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Price
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$45.24
Significant Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q3 2024
360 filings reported holding FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF as of Q3 2024.
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) has 331 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 97.1M shares
.
Largest 10 shareholders include MORGAN STANLEY (12.4M shares), LPL Financial LLC (9.43M shares), SIGNATURE ESTATE & INVESTMENT ADVISORS LLC (7.79M shares), WELLS FARGO & COMPANY/MN (7.05M shares), UBS Group AG (3.92M shares), ENVESTNET ASSET MANAGEMENT INC (3.24M shares), Raymond James Financial Services Advisors, Inc. (2.41M shares), RAYMOND JAMES & ASSOCIATES (1.84M shares), Cetera Investment Advisers (1.54M shares), and AMERIPRISE FINANCIAL INC (1.3M shares).
This table shows the top 331 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.