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 |
|---|---|---|---|---|---|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
9,388
shares
|
$419,925
0.14% of portfolio
|
Q3 2025
Reduced 31.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,283
shares
|
$415,228
0.01% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
9,276
shares
|
$414,915
0.02% of portfolio
|
Q3 2025
Reduced 34.28%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
9,055
shares
|
$405,030
0.0% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
9,004
shares
|
$402,748
0.04% of portfolio
|
Q2 2025
Reduced 18.08%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
8,976
shares
|
$401,496
0.0% of portfolio
|
Q2 2025
Added 76.87%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
8,759
shares
|
$391,790
0.01% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
8,701
shares
|
$389,195
0.0% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
8,673
shares
|
$387,943
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
8,499
shares
|
$380,160
0.09% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,290
shares
|
$370,811
0.08% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
8,119
shares
|
$363,162
0.05% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
8,026
shares
|
$359,002
0.04% of portfolio
|
Q4 2024
Added 35.85%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
7,897
shares
|
$353,232
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
7,815
shares
|
$349,564
0.13% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
7,575
shares
|
$338,829
0.08% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
7,489
shares
|
$334,982
0.03% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
7,474
shares
|
$334,312
0.01% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
7,013
shares
|
$313,691
0.13% of portfolio
|
Q3 2025
Added 26.34%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,758
shares
|
$302,285
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
6,587
shares
|
$294,636
0.12% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
6,555
shares
|
$293,205
0.0% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
6,503
shares
|
$290,879
0.03% of portfolio
|
Q2 2025
Reduced 61.37%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
6,364
shares
|
$284,661
0.03% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
6,357
shares
|
$284,348
0.24% of portfolio
|
Q2 2025
New holding
|