Q1 2025 13F Holders as of 31 Mar 2025
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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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331
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Total 13F shares, excl. options
-
69,650,041
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Shares change
-
-14,745,082
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Total reported value, excl. options
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$3,052,746,133
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Value change
-
-$645,596,382
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Put/Call ratio
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63%
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Number of buys
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110
-
Number of sells
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-230
-
Price
-
$43.84
Significant Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q1 2025
370 filings reported holding FIXD - First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF as of Q1 2025.
First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) has 331 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 69,650,041 shares
of 75,834,685 outstanding shares and own 92% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (9,341,320 shares), LPL Financial LLC (7,352,408 shares), WELLS FARGO & COMPANY/MN (6,312,848 shares), UBS Group AG (3,397,423 shares), RAYMOND JAMES FINANCIAL INC (3,286,678 shares), ENVESTNET ASSET MANAGEMENT INC (2,048,087 shares), OSAIC HOLDINGS, INC. (1,388,561 shares), AMERIPRISE FINANCIAL INC (1,373,732 shares), TRUIST FINANCIAL CORP (1,235,134 shares), and ROYAL BANK OF CANADA (1,097,980 shares).
This table shows the top 331 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.