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 68.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
14,412
shares
|
$644,648
0.05% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
14,058
shares
|
$628,814
0.0% of portfolio
|
Q3 2025
Added 148.64%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
14,029
shares
|
$627,517
0.01% of portfolio
|
Q2 2025
Reduced 43.79%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
13,943
shares
|
$623,670
0.11% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
13,818
shares
|
$618,079
0.01% of portfolio
|
Q2 2025
Added 28.59%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
13,165
shares
|
$588,870
0.26% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
13,110
shares
|
$586,410
0.31% of portfolio
|
Q2 2023
Reduced 8.0%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
12,929
shares
|
$578,314
0.46% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
12,843
shares
|
$574,467
0.21% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
12,647
shares
|
$565,700
0.25% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,445
shares
|
$556,664
0.09% of portfolio
|
Q1 2024
Added 8.67%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
12,404
shares
|
$554,830
0.01% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
12,067
shares
|
$539,756
0.04% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
11,927
shares
|
$533,494
0.04% of portfolio
|
Q3 2025
Reduced 25.31%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
11,799
shares
|
$527,769
0.05% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
11,332
shares
|
$506,880
0.13% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
10,970
shares
|
$490,688
0.01% of portfolio
|
Q3 2025
Added 24.83%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
10,820
shares
|
$483,978
0.06% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
10,707
shares
|
$478,924
0.02% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
9,779
shares
|
$437,414
0.0% of portfolio
|
Q2 2025
Added 467.89%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
9,590
shares
|
$428,960
0.02% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
9,561
shares
|
$427,663
0.34% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
9,550
shares
|
$427,171
0.04% of portfolio
|
Q3 2025
Reduced 19.73%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
9,527
shares
|
$426,142
0.05% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
9,461
shares
|
$423,190
0.01% of portfolio
|
Q2 2025
Reduced 85.82%
|