Q4 2021 13F Holders as of 31 Dec 2021
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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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321
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Total 13F shares, excl. options
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75,751,526
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Shares change
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-86,103
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Total reported value, excl. options
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$4,030,422,442
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Value change
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-$4,865,843
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Number of buys
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148
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Number of sells
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-138
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Price
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$53.21
Significant Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q4 2021
344 filings reported holding FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF as of Q4 2021.
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) has 321 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 75,751,526 shares
of 75,834,685 outstanding shares and own 99.89% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (7,248,659 shares), Advance Capital Management, Inc. (6,105,691 shares), LPL Financial LLC (5,498,785 shares), WELLS FARGO & COMPANY/MN (5,453,520 shares), ENVESTNET ASSET MANAGEMENT INC (3,451,738 shares), BANK OF AMERICA CORP /DE/ (2,083,642 shares), Raymond James Financial Services Advisors, Inc. (1,863,917 shares), ADVISOR GROUP HOLDINGS, INC. (1,835,225 shares), UBS Group AG (1,761,046 shares), and ROYAL BANK OF CANADA (1,753,814 shares).
This table shows the top 321 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.