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

Latest Period

Q1 2026

Institutions Reporting

316

Shares (Excl. Options)

60,307,234

Price

$43.59

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Create free account and return here Sign in and return here Review latest holder period
Type / Class
Equity / First Trust Smith Opportunistic Fixed Income ETF
Symbol
FIXD
Shares outstanding
75,834,685
Price per share
$43.82
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
60,307,234
Total reported value
$2,628,928,452
% of total 13F portfolios
0.01%
Share change
-17,156
Value change
-$1,568,536
Number of holders
316
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF is tracked under CUSIP 33740F805.
  • 316 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 312 to 316 between Q4 2025 and Q1 2026.
  • Reported value moved from $2,707,297,682 to $2,628,928,452.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 316 institutions filings for Q1 2026.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 33740F805?
CUSIP 33740F805 identifies FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.

Significant Owners of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) based on Schedule 13D/G filings

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, 316 institutional investors reported holding 60,307,234 shares of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD). This represents 80% of the company’s total 75,834,685 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) together control 62% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

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
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
PARK NATIONAL CORP /OH/ 0.65% 489,876 +48% 0.65% $21,353,694

Institutional Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 60,307,234 $2,628,928,452 -$1,568,536 $43.59 316
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
2019 Q4 16,244,199 $842,746,225 +$233,778,521 $51.82 128
2019 Q3 11,365,769 $598,583,209 +$177,514,933 $52.65 105
2019 Q2 7,978,378 $413,645,555 +$61,892,646 $51.79 78
2019 Q1 6,786,358 $343,887,230 +$105,035,361 $50.56 72
2018 Q4 4,943,517 $243,901,011 +$4,619,652 $49.34 63
2018 Q3 4,777,111 $233,875,949 +$72,526,015 $48.99 52
2018 Q2 6,004,661 $217,228,421 -$8,824,757 $49.20 53
2018 Q1 3,527,311 $175,188,000 -$58,056 $49.66 47
2017 Q4 3,517,210 $178,495,655 +$146,435,137 $50.75 46
2017 Q3 608,482 $30,956,000 +$1,761,818 $50.88 16
2017 Q2 573,883 $29,107,000 +$9,473,124 $50.72 17
2017 Q1 388,052 $19,453,000 +$19,453,000 $50.13 8
2016 Q2 0 $0 -$785,000 $43.82 0
2016 Q1 15,466 $785,000 $50.76 1
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .