Q4 2020 13F Holders as of 31 Dec 2020
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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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257
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Total 13F shares, excl. options
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58,625,006
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Shares change
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+7,779,553
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Total reported value, excl. options
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$3,206,927,817
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Value change
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+$424,637,937
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Number of buys
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174
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Number of sells
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-56
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Price
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$54.73
Significant Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q4 2020
272 filings reported holding FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF as of Q4 2020.
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) has 257 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 58,625,006 shares
of 75,834,685 outstanding shares and own 77.3% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (6,104,439 shares), WELLS FARGO & COMPANY/MN (5,627,189 shares), LPL Financial LLC (5,207,321 shares), BANK OF AMERICA CORP /DE/ (2,318,480 shares), ENVESTNET ASSET MANAGEMENT INC (1,927,222 shares), ROYAL BANK OF CANADA (1,854,545 shares), Raymond James Financial Services Advisors, Inc. (1,820,123 shares), UBS Group AG (1,447,752 shares), RAYMOND JAMES & ASSOCIATES (1,363,417 shares), and Advocacy Wealth Management Services, LLC (1,057,397 shares).
This table shows the top 257 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.