Latest Period
Q1 2026
Security Snapshot
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) Institutional Ownership
CUSIP: 33740F805
13F Institutional Holders and Ownership History from Q1 2016 to Q1 2026
Institutions Reporting
320
Shares (Excl. Options)
61,323,774
Price
$43.59
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- Security type / class
- Equity / First Trust Smith Opportunistic Fixed Income ETF
- Symbol
- FIXD
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 61,323,774
- Total 13F value
- $2,673,239,399
- Portfolio coverage rank
- 0.01%
- Share change
- +64,806
- Value change
- +$2,004,170
- Number of holders
- 320
- Shares outstanding
- 75,834,685
- SEC-reported price per share
- $43.54
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF is tracked under CUSIP 33740F805.
- 320 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 312 to 320 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $2,707,297,682 to $2,673,239,399.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 320 institutions filings for Q1 2026.
Security key
33740F805
Latest holder period
Q1 2026
13F holders
320
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33740F805:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
FIXD
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 4.4% | $149,564,805 | 3,367,060 | First Trust Portfolios L.P. | 30 Sep 2025 |
As of 31 Mar 2026, 320 institutional investors reported holding 61,323,774 shares of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD). This represents 81% of the company’s total 75,834,685 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
62%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 12% | 8,906,859 | +0.54% | 0.02% | $388,250,026 |
| LPL Financial LLC | 11% | 8,092,909 | +14% | 0.09% | $352,769,885 |
| WELLS FARGO & COMPANY/MN | 7.9% | 5,954,859 | +0.4% | 0.05% | $259,572,336 |
| RAYMOND JAMES FINANCIAL INC | 3.7% | 2,816,876 | -2.8% | 0.04% | $122,787,610 |
| AMERIPRISE FINANCIAL INC | 3.1% | 2,312,968 | -29% | 0.02% | $100,824,382 |
| ENVESTNET ASSET MANAGEMENT INC | 3% | 2,261,190 | +3.5% | 0.03% | $98,565,291 |
| HighTower Advisors, LLC | 2.2% | 1,640,667 | +14% | 0.08% | $71,516,846 |
| ROYAL BANK OF CANADA | 2% | 1,537,064 | +7.1% | 0.01% | $67,000,000 |
| UBS Group AG | 2% | 1,535,593 | +0.72% | 0.01% | $66,936,499 |
| TRUIST FINANCIAL CORP | 1.6% | 1,200,067 | +2.9% | 0.07% | $52,310,930 |
| Cetera Investment Advisers | 1.2% | 945,688 | -0.19% | 0.04% | $41,222,529 |
| BANK OF AMERICA CORP /DE/ | 1.2% | 915,602 | -9.7% | 0% | $39,911,081 |
| NewEdge Advisors, LLC | 1.1% | 857,345 | +10% | 0.14% | $37,371,669 |
| Geneos Wealth Management Inc. | 1.1% | 856,734 | +52% | 0.87% | $37,345,052 |
| Commonwealth Financial Services, LLC | 1% | 784,257 | +8.1% | 5.4% | $34,185,764 |
| Cambridge Investment Research Advisors, Inc. | 1% | 764,931 | +1.8% | 0.09% | $33,343,000 |
| OSAIC HOLDINGS, INC. | 1% | 759,099 | -9.8% | 0.05% | $33,092,514 |
| Thrivent Financial for Lutherans | 0.98% | 739,524 | +3.4% | 0.06% | $32,236,000 |
| &PARTNERS | 0.96% | 731,650 | +7.6% | 0.16% | $31,887,672 |
| GDS Wealth Management | 0.9% | 685,735 | +13% | 1.8% | $29,891,203 |
| Arax Advisory Partners | 0.84% | 638,957 | +7.1% | 0.79% | $27,852,123 |
| Great Lakes Retirement, Inc. | 0.84% | 638,192 | +2.5% | 2.9% | $27,818,791 |
| STIFEL FINANCIAL CORP | 0.75% | 571,263 | +5.9% | 0.02% | $24,901,587 |
| Baird Financial Group, Inc. | 0.71% | 538,337 | +0.65% | 0.04% | $23,466,110 |
| Prospera Financial Services Inc | 0.71% | 535,827 | +1.4% | 0.38% | $23,361,517 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
39
Latest
Q1 2026
Rows shown
1-25 of 39
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 61,323,774 | $2,673,239,399 | +$2,004,170 | $43.59 | 320 |
| 2025 Q4 | 61,085,328 | $2,707,297,682 | +$116,831,074 | $44.32 | 312 |
| 2025 Q3 | 58,303,213 | $2,582,144,266 | +$36,758,027 | $44.42 | 293 |
| 2025 Q2 | 58,035,708 | $2,547,074,160 | -$507,012,386 | $43.89 | 306 |
| 2025 Q1 | 69,650,041 | $3,052,746,133 | -$645,596,382 | $43.84 | 331 |
| 2024 Q4 | 85,984,517 | $3,695,582,187 | -$494,532,992 | $42.97 | 357 |
| 2024 Q3 | 97,415,715 | $4,405,751,780 | +$134,910,378 | $45.24 | 333 |
| 2024 Q2 | 94,493,447 | $4,068,413,473 | -$128,400,024 | $43.05 | 339 |
| 2024 Q1 | 98,131,703 | $4,278,116,290 | +$171,668,401 | $43.60 | 344 |
| 2023 Q4 | 93,274,004 | $4,158,676,158 | +$116,349,382 | $44.60 | 345 |
| 2023 Q3 | 89,782,690 | $3,776,756,586 | +$217,571,435 | $42.06 | 319 |
| 2023 Q2 | 84,458,173 | $3,729,721,587 | +$595,044,829 | $44.17 | 329 |
| 2023 Q1 | 70,377,543 | $3,173,564,622 | +$437,867,221 | $45.06 | 303 |
| 2022 Q4 | 58,777,690 | $2,584,355,423 | -$279,609,615 | $43.92 | 291 |
| 2022 Q3 | 61,672,903 | $2,686,210,451 | +$28,236,014 | $43.54 | 282 |
| 2022 Q2 | 60,342,851 | $2,799,521,726 | -$510,989,902 | $46.37 | 296 |
| 2022 Q1 | 70,522,233 | $3,494,094,246 | -$281,453,739 | $49.58 | 313 |
| 2021 Q4 | 75,751,526 | $4,030,422,442 | -$4,865,843 | $53.21 | 321 |
| 2021 Q3 | 67,824,409 | $3,631,969,724 | +$53,967,014 | $53.55 | 284 |
| 2021 Q2 | 67,172,451 | $3,602,999,988 | -$20,797,060 | $53.63 | 278 |
| 2021 Q1 | 68,294,166 | $3,607,490,065 | +$410,018,163 | $52.83 | 279 |
| 2020 Q4 | 58,625,006 | $3,206,927,817 | +$424,637,937 | $54.73 | 257 |
| 2020 Q3 | 48,288,528 | $2,657,487,754 | +$695,313,683 | $55.03 | 208 |
| 2020 Q2 | 34,491,558 | $1,889,320,065 | +$786,100,711 | $54.79 | 168 |
| 2020 Q1 | 20,020,020 | $1,055,754,861 | +$257,953,674 | $52.71 | 135 |