First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2016 to Q4 2025

Type / Class
Equity / First Trust Smith Opportunistic Fixed Income ETF
Symbol
FIXD
Shares outstanding
75,834,685
Price per share
$44.30
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
60,998,347
Total reported value
$2,703,140,854
% of total 13F portfolios
0.01%
Share change
+2,636,678
Value change
+$116,846,216
Number of holders
307
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 4.4% $149,564,805 3,367,060 First Trust Portfolios L.P. 30 Sep 2025

As of 31 Dec 2025, 307 institutional investors reported holding 60,998,347 shares of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD). This represents 80% of the company’s total 75,834,685 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) together control 61% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 12% 8,859,149 +2.4% 0.02% $392,637,520
LPL Financial LLC 9.3% 7,076,780 +9.5% 0.09% $313,642,863
WELLS FARGO & COMPANY/MN 7.8% 5,930,860 +4.3% 0.05% $262,855,715
AMERIPRISE FINANCIAL INC 4.3% 3,271,891 +19% 0.03% $144,890,267
RAYMOND JAMES FINANCIAL INC 3.8% 2,896,834 +6.4% 0.04% $128,387,675
ENVESTNET ASSET MANAGEMENT INC 2.9% 2,184,264 -3.8% 0.03% $96,806,593
UBS Group AG 2% 1,524,629 +112% 0.01% $67,571,557
HighTower Advisors, LLC 1.9% 1,440,912 +71% 0.07% $63,861,219
ROYAL BANK OF CANADA 1.9% 1,434,811 +6.2% 0.01% $63,591,000
TRUIST FINANCIAL CORP 1.5% 1,166,047 -9% 0.07% $51,679,187
BANK OF AMERICA CORP /DE/ 1.3% 1,014,438 +40% 0% $44,959,876
Cetera Investment Advisers 1.2% 947,529 +0.5% 0.05% $41,994,494
OSAIC HOLDINGS, INC. 1.1% 841,343 -32% 0.05% $37,292,525
NewEdge Advisors, LLC 1% 777,949 +58% 0.13% $34,478,693
Cambridge Investment Research Advisors, Inc. 0.99% 751,719 -13% 0.09% $33,316,000
Commonwealth Financial Services, LLC 0.96% 725,386 +1.3% 5.3% $32,149,113
Thrivent Financial for Lutherans 0.94% 715,285 +24% 0.06% $31,769,000
&PARTNERS 0.9% 680,109 -1.8% 0.16% $30,149,606
Mariner, LLC 0.84% 633,678 +49% 0.03% $28,084,632
Great Lakes Retirement, Inc. 0.82% 622,880 +1.8% 2.9% $27,606,052
GDS Wealth Management 0.8% 608,154 +17% 1.7% $26,953,385
Arax Advisory Partners 0.79% 596,758 -59% 0.77% $26,448,336
Geneos Wealth Management Inc. 0.75% 565,029 +0.94% 0.61% $25,042,065
COMMONWEALTH EQUITY SERVICES, LLC 0.72% 547,397 -17% 0.03% $24,260,652
STIFEL FINANCIAL CORP 0.71% 539,212 +2.4% 0.02% $23,898,215

Institutional Holders of First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF (FIXD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 60,998,347 $2,703,140,854 +$116,846,216 $44.32 307
2025 Q3 58,303,213 $2,582,144,266 +$36,758,027 $44.42 293
2025 Q2 58,035,708 $2,547,074,160 -$507,012,386 $43.89 306
2025 Q1 69,650,041 $3,052,746,133 -$645,596,382 $43.84 331
2024 Q4 85,984,517 $3,695,582,187 -$494,532,992 $42.97 357
2024 Q3 97,415,715 $4,405,751,780 +$134,910,378 $45.24 333
2024 Q2 94,493,447 $4,068,413,473 -$128,400,024 $43.05 339
2024 Q1 98,131,703 $4,278,116,290 +$171,668,401 $43.60 344
2023 Q4 93,274,004 $4,158,676,158 +$116,349,382 $44.60 345
2023 Q3 89,782,690 $3,776,756,586 +$217,571,435 $42.06 319
2023 Q2 84,458,173 $3,729,721,587 +$595,044,829 $44.17 329
2023 Q1 70,377,543 $3,173,564,622 +$437,867,221 $45.06 303
2022 Q4 58,777,690 $2,584,355,423 -$279,609,615 $43.92 291
2022 Q3 61,672,903 $2,686,210,451 +$28,236,014 $43.54 282
2022 Q2 60,342,851 $2,799,521,726 -$510,989,902 $46.37 296
2022 Q1 70,522,233 $3,494,094,246 -$281,453,739 $49.58 313
2021 Q4 75,751,526 $4,030,422,442 -$4,865,843 $53.21 321
2021 Q3 67,824,409 $3,631,969,724 +$53,967,014 $53.55 284
2021 Q2 67,172,451 $3,602,999,988 -$20,797,060 $53.63 278
2021 Q1 68,294,166 $3,607,490,065 +$410,018,163 $52.83 279
2020 Q4 58,625,006 $3,206,927,817 +$424,637,937 $54.73 257
2020 Q3 48,288,528 $2,657,487,754 +$695,313,683 $55.03 208
2020 Q2 34,491,558 $1,889,320,065 +$786,100,711 $54.79 168
2020 Q1 20,020,020 $1,055,754,861 +$257,953,674 $52.71 135
2019 Q4 16,244,199 $842,746,225 +$233,778,521 $51.82 128
2019 Q3 11,365,769 $598,583,209 +$177,514,933 $52.65 105
2019 Q2 7,978,378 $413,645,555 +$61,892,646 $51.79 78
2019 Q1 6,786,358 $343,887,230 +$105,035,361 $50.56 72
2018 Q4 4,943,517 $243,901,011 +$4,619,652 $49.34 63
2018 Q3 4,777,111 $233,875,949 +$72,526,015 $48.99 52
2018 Q2 6,004,661 $217,228,421 -$8,824,757 $49.20 53
2018 Q1 3,527,311 $175,188,000 -$58,056 $49.66 47
2017 Q4 3,517,210 $178,495,655 +$146,435,137 $50.75 46
2017 Q3 608,482 $30,956,000 +$1,761,818 $50.88 16
2017 Q2 573,883 $29,107,000 +$9,473,124 $50.72 17
2017 Q1 388,052 $19,453,000 +$19,453,000 $50.13 8
2016 Q2 0 $0 -$785,000 $44.30 0
2016 Q1 15,466 $785,000 $50.76 1