Institutional Ownership First Tr ETF Viii Tcw Opportun (FIXD)
This table provides information about the institutional ownership of First Tr ETF Viii Tcw Opportun (FIXD). We have compiled data on the 361 institutions that hold shares in the stock, with a total of 99.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.25 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
11,428,509
shares
|
$489 Million
0.04% of portfolio
|
Q1 2024
Added 21.72%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
9,166,160
shares
|
$392 Million
0.22% of portfolio
|
Q1 2024
Added 12.32%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
7,257,092
shares
|
$311 Million
0.08% of portfolio
|
Q1 2024
Added 15.76%
|
|
Signature Estate & Investment Advisors LLC
|
May 10, 2024 Q1 2024 |
6,767,926
shares
|
$290 Million
8.35% of portfolio
|
Q1 2024
Added 12.16%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
3,607,477
shares
|
$154 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
3,555,975
shares
|
$152 Million
0.06% of portfolio
|
Q1 2024
Reduced 19.68%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
3,249,921
shares
|
$139 Million
0.21% of portfolio
|
Q1 2024
Added 2.42%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
2,073,452
shares
|
$88.8 Million
0.06% of portfolio
|
Q1 2024
Added 5.44%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
1,606,270
shares
|
$68.8 Million
0.17% of portfolio
|
Q1 2024
Added 212.92%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,428,264
shares
|
$61.1 Million
11.74% of portfolio
|
Q1 2024
Added 376.07%
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
May 08, 2024 Q1 2024 |
1,290,503
shares
|
$55.2 Million
3.78% of portfolio
|
Q1 2024
Added 23.94%
|
|
Lvz, Inc.
|
Apr 17, 2024 Q1 2024 |
1,261,715
shares
|
$54 Million
7.53% of portfolio
|
Q1 2024
Added 6.99%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
1,245,168
shares
|
$53.3 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,237,886
shares
|
$53 Million
0.01% of portfolio
|
Q1 2024
Reduced 61.64%
|
|
Allen Capital Group, LLC
|
Apr 15, 2024 Q1 2024 |
1,154,577
shares
|
$49.4 Million
6.7% of portfolio
|
Q1 2024
Added 7.51%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
1,141,143
shares
|
$48.9 Million
0.35% of portfolio
|
Q1 2024
Added 17.28%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,124,307
shares
|
$48.1 Million
0.11% of portfolio
|
Q1 2024
Reduced 46.7%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
1,031,134
shares
|
$44.1 Million
0.07% of portfolio
|
Q1 2024
Added 29.32%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
1,028,754
shares
|
$44 Million
0.05% of portfolio
|
Q1 2024
Added 14.75%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
945,279
shares
|
$40.5 Million
0.3% of portfolio
|
Q1 2024
Added 14.66%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
894,569
shares
|
$38.3 Million
0.65% of portfolio
|
Q2 2023
Added 6.35%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
876,390
shares
|
$37.5 Million
0.15% of portfolio
|
Q1 2024
Added 4.56%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
874,762
shares
|
$37.4 Million
0.06% of portfolio
|
Q1 2024
Added 3.1%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
856,997
shares
|
$36.7 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
851,902
shares
|
$36.5 Million
0.01% of portfolio
|
Q1 2024
Added 1.57%
|