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 350 institutions that hold shares in the stock, with a total of 68.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
14,029
shares
|
$618,117
0.01% of portfolio
|
Q2 2025
Reduced 43.79%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
13,943
shares
|
$614,328
0.11% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
13,939
shares
|
$614,152
0.03% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
13,818
shares
|
$608,821
0.01% of portfolio
|
Q2 2025
Added 28.59%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
13,812
shares
|
$608,556
0.25% of portfolio
|
Q2 2025
Reduced 15.21%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
13,611
shares
|
$599,700
0.23% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
13,582
shares
|
$598,422
0.27% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
13,165
shares
|
$580,049
0.26% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
13,110
shares
|
$577,626
0.31% of portfolio
|
Q2 2023
Reduced 8.0%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
12,856
shares
|
$566,435
0.41% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
12,647
shares
|
$557,226
0.25% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,445
shares
|
$548,326
0.09% of portfolio
|
Q1 2024
Added 8.67%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
12,404
shares
|
$546,520
0.01% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
12,067
shares
|
$531,672
0.04% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
11,898
shares
|
$524,225
0.05% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
11,799
shares
|
$519,863
0.05% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
11,343
shares
|
$499,772
0.04% of portfolio
|
Q2 2025
Reduced 70.63%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
10,836
shares
|
$477,434
0.14% of portfolio
|
Q2 2025
Added 12.84%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
10,820
shares
|
$476,729
0.06% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
10,707
shares
|
$471,750
0.02% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
9,779
shares
|
$430,862
0.0% of portfolio
|
Q2 2025
Added 467.89%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
9,547
shares
|
$420,640
0.36% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
9,527
shares
|
$419,759
0.05% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
9,461
shares
|
$416,851
0.01% of portfolio
|
Q2 2025
Reduced 85.82%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
9,408
shares
|
$414,516
0.02% of portfolio
|
Q2 2025
Added 19.19%
|