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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
9,219
shares
|
$406,189
0.01% of portfolio
|
Q2 2025
Reduced 23.33%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
9,004
shares
|
$396,716
0.04% of portfolio
|
Q2 2025
Reduced 18.08%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
8,976
shares
|
$395,482
0.0% of portfolio
|
Q2 2025
Added 76.87%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
8,788
shares
|
$387,199
0.01% of portfolio
|
Q2 2025
Reduced 64.97%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
8,759
shares
|
$385,921
0.01% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
8,701
shares
|
$383,366
0.0% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
8,673
shares
|
$382,132
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
8,660
shares
|
$381,559
0.0% of portfolio
|
Q2 2025
Added 44.86%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
8,517
shares
|
$375,259
0.1% of portfolio
|
Q2 2025
Reduced 11.89%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,290
shares
|
$365,257
0.08% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
8,271
shares
|
$364,420
0.05% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
8,026
shares
|
$353,625
0.04% of portfolio
|
Q4 2024
Added 35.85%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
7,897
shares
|
$347,941
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
7,815
shares
|
$344,328
0.13% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
7,784
shares
|
$342,963
0.12% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
7,666
shares
|
$337,763
0.02% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
7,489
shares
|
$329,965
0.03% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
7,474
shares
|
$329,304
0.01% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
7,256
shares
|
$319,699
0.08% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
7,177
shares
|
$316,218
0.02% of portfolio
|
Q2 2025
Reduced 12.34%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,758
shares
|
$297,757
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
6,587
shares
|
$290,223
0.12% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
6,555
shares
|
$288,813
0.0% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
6,503
shares
|
$286,522
0.03% of portfolio
|
Q2 2025
Reduced 61.37%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
6,364
shares
|
$280,397
0.03% of portfolio
|
Q2 2025
Reduced 9.87%
|