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 368 institutions that hold shares in the stock, with a total of 82.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
12,024
shares
|
$526,410
0.01% of portfolio
|
Q1 2025
Reduced 44.5%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
11,699
shares
|
$512,182
0.01% of portfolio
|
Q1 2025
Reduced 14.9%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
11,547
shares
|
$505,527
0.05% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
11,254
shares
|
$492,700
0.02% of portfolio
|
Q1 2025
Reduced 19.16%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Apr 22, 2025 Q1 2025 |
11,109
shares
|
$486,352
0.45% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
10,991
shares
|
$481,185
0.05% of portfolio
|
Q1 2025
Reduced 73.99%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
10,820
shares
|
$473,699
0.07% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
10,768
shares
|
$471,423
0.15% of portfolio
|
Q1 2025
Reduced 19.06%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
10,746
shares
|
$470,459
0.01% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
10,499
shares
|
$459,646
0.14% of portfolio
|
Q1 2025
Reduced 86.94%
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
9,666
shares
|
$423,177
0.13% of portfolio
|
Q1 2025
Reduced 25.7%
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
9,603
shares
|
$420,419
0.14% of portfolio
|
Q1 2025
Added 12.94%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
9,383
shares
|
$410,787
0.0% of portfolio
|
Q1 2025
Reduced 82.77%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
9,169
shares
|
$401,418
0.06% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
8,842
shares
|
$387,102
0.05% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
8,813
shares
|
$385,833
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
8,674
shares
|
$379,747
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
8,673
shares
|
$379,703
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
8,385
shares
|
$367,095
0.02% of portfolio
|
Q1 2025
Reduced 22.04%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,290
shares
|
$362,936
0.08% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
8,257
shares
|
$361,491
0.14% of portfolio
|
Q1 2025
Reduced 58.62%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
8,187
shares
|
$358,426
0.02% of portfolio
|
Q1 2025
Reduced 64.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
8,034
shares
|
$351,728
0.01% of portfolio
|
Q4 2024
Reduced 24.66%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
8,026
shares
|
$351,378
0.04% of portfolio
|
Q4 2024
Added 35.85%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
7,897
shares
|
$345,730
0.03% of portfolio
|
Q1 2024
New holding
|