Q4 2017 13F Holders as of 31 Dec 2017
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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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75,834,685
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Number of holders
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46
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Total 13F shares, excl. options
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3,517,210
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Shares change
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+2,885,472
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Total reported value, excl. options
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$178,495,655
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Value change
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+$146,435,137
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Number of buys
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40
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Number of sells
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-5
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Price
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$50.75
Significant Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q4 2017
49 filings reported holding FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF as of Q4 2017.
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) has 46 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,517,210 shares
of 75,834,685 outstanding shares and own 4.64% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (1,160,049 shares), LVZ Advisors, Inc. (477,547 shares), BANK OF AMERICA CORP /DE/ (259,034 shares), AVIANCE CAPITAL MANAGEMENT, LLC (224,498 shares), LPL Financial LLC (217,640 shares), ACG Wealth (135,530 shares), RAYMOND JAMES & ASSOCIATES (132,901 shares), SII INVESTMENTS INC/WI (115,607 shares), ROYAL BANK OF CANADA (105,451 shares), and CLS Investments, LLC (100,000 shares).
This table shows the top 46 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.