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 340 institutions that hold shares in the stock, with a total of 69.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
8,651,060
shares
|
$384 Million
0.02% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
6,464,074
shares
|
$287 Million
0.09% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
5,688,979
shares
|
$252 Million
0.05% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
2,753,726
shares
|
$122 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,722,669
shares
|
$121 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,414,340
shares
|
$107 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,270,157
shares
|
$101 Million
0.03% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,986,371
shares
|
$88.2 Million
1.03% of portfolio
|
Q3 2025
Added 270.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,835,026
shares
|
$81.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 18.26%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,428,264
shares
|
$63.4 Million
11.74% of portfolio
|
Q1 2024
Added 376.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,350,682
shares
|
$59.9 Million
0.01% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,281,747
shares
|
$56.9 Million
0.08% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,229,556
shares
|
$54.6 Million
0.08% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
997,448
shares
|
$44.3 Million
2.56% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
942,771
shares
|
$41.8 Million
0.05% of portfolio
|
Q3 2025
Added 29.15%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
894,569
shares
|
$39.7 Million
0.65% of portfolio
|
Q2 2023
Added 6.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
865,894
shares
|
$38.4 Million
0.11% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
844,686
shares
|
$37.5 Million
0.04% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
750,109
shares
|
$33.3 Million
9.7% of portfolio
|
Q2 2023
Added 5.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
722,955
shares
|
$32.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
718,476
shares
|
$31.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.15%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
715,827
shares
|
$31.8 Million
5.44% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
692,489
shares
|
$30.7 Million
0.21% of portfolio
|
Q3 2025
Reduced 17.59%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
658,688
shares
|
$29.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 23.42%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
612,143
shares
|
$27.2 Million
2.97% of portfolio
|
Q3 2025
Added 2.98%
|
|