Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / First Trust Smith Opportunistic Fixed Income ETF
-
Shares outstanding
-
75.8M
-
Number of holders
-
351
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Total 13F shares, excl. options
-
85.4M
-
Shares change
-
-11.7M
-
Total reported value, excl. options
-
$3.67B
-
Value change
-
-$504M
-
Number of buys
-
155
-
Number of sells
-
-170
-
Price
-
$42.97
Significant Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q4 2024
376 filings reported holding FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF as of Q4 2024.
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) has 351 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 85.4M shares
.
Largest 10 shareholders include MORGAN STANLEY (10.3M shares), LPL Financial LLC (8.45M shares), WELLS FARGO & COMPANY/MN (6.31M shares), RAYMOND JAMES FINANCIAL INC (3.68M shares), UBS Group AG (3.3M shares), ENVESTNET ASSET MANAGEMENT INC (2.58M shares), Coppell Advisory Solutions LLC (1.99M shares), AMERIPRISE FINANCIAL INC (1.72M shares), GOLDMAN SACHS GROUP INC (1.55M shares), and Allen Capital Group, LLC (1.34M shares).
This table shows the top 351 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.