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 369 institutions that hold shares in the stock, with a total of 80.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
9,341,321
shares
|
$403 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
7,352,408
shares
|
$317 Million
0.13% of portfolio
|
Q1 2025
Reduced 12.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
6,312,848
shares
|
$273 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,397,423
shares
|
$147 Million
0.03% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,286,678
shares
|
$142 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,414,340
shares
|
$104 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,048,087
shares
|
$88.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,835,026
shares
|
$79.2 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
|
$61.7 Million
11.74% of portfolio
|
Q1 2024
Added 376.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,388,561
shares
|
$60 Million
0.14% of portfolio
|
Q1 2025
Added 62.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,373,732
shares
|
$59.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,235,134
shares
|
$53.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,097,980
shares
|
$47.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
1,032,722
shares
|
$44.6 Million
0.16% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
997,448
shares
|
$43.1 Million
2.56% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
953,204
shares
|
$41.2 Million
0.14% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
946,046
shares
|
$40.9 Million
0.0% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
939,632
shares
|
$40.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
934,083
shares
|
$40.3 Million
9.36% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
894,569
shares
|
$38.6 Million
0.65% of portfolio
|
Q2 2023
Added 6.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
891,496
shares
|
$38.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 25.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
843,299
shares
|
$36.4 Million
0.05% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
750,109
shares
|
$32.4 Million
9.7% of portfolio
|
Q2 2023
Added 5.61%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
727,360
shares
|
$31.4 Million
6.53% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
693,765
shares
|
$30 Million
0.19% of portfolio
|
Q1 2025
Reduced 12.51%
|