Q3 2022 13F Holders as of 30 Sep 2022
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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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282
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Total 13F shares, excl. options
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61,672,903
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Shares change
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+704,597
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Total reported value, excl. options
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$2,686,210,451
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Value change
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+$28,236,014
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Number of buys
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112
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Number of sells
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-176
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Price
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$43.54
Significant Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q3 2022
315 filings reported holding FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF as of Q3 2022.
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) has 282 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 61,672,903 shares
of 75,834,685 outstanding shares and own 81% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (5,691,196 shares), Advance Capital Management, Inc. (5,615,370 shares), SIGNATURE ESTATE & INVESTMENT ADVISORS LLC (4,953,967 shares), LPL Financial LLC (4,428,071 shares), ENVESTNET ASSET MANAGEMENT INC (2,589,390 shares), WELLS FARGO & COMPANY/MN (2,498,866 shares), Raymond James Financial Services Advisors, Inc. (1,746,046 shares), Horizon Investments, LLC (1,557,395 shares), Bogart Wealth, LLC (1,420,558 shares), and ADVISOR GROUP HOLDINGS, INC. (1,236,233 shares).
This table shows the top 282 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.