First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF (FIXD)
ETF ยท Nasdaq
First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF (FIXD) is an exchange-traded fund listed on Nasdaq, where it has traded since February 14, 2017.
- Type
- Exchange-traded fund
- Listed On
- Nasdaq
- Listed Since
- February 14, 2017
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 315 institutions reported holding FIXD, with 57.3 million shares worth $2.5 billion in aggregate. The largest reported holder was Morgan Stanley, with 9.3 million shares worth $404.3 million. Of the 5 largest holders listed below, 2 added shares and 3 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Morgan Stanley | 9,271,481 | $404M | Added 4.09% |
| Lpl Financial | 7,240,550 | $316M | Reduced 10.53% |
| Wells Fargo & Company/MN | 4,756,148 | $207M | Reduced 20.13% |
| Envestnet Asset Management | 2,317,649 | $101M | Added 2.5% |
| Raymond James Financial | 2,169,904 | $95M | Reduced 22.97% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is FIXD?
First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF (FIXD) is an exchange-traded fund listed on Nasdaq, where it has traded since February 14, 2017.
Who are the largest institutional holders of FIXD?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of FIXD were Morgan Stanley, Lpl Financial and Wells Fargo & Company/MN.
How many institutions own FIXD?
315 institutions reported a position in FIXD for the quarter ended June 30, 2026, worth $2.5 billion in total.
Did institutions buy or sell FIXD last quarter?
Of the 5 largest reported holders, 2 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for FIXD.
Every reported institutional holder, plus insider and congressional trades in FIXD, on SentiSense.