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 |
---|---|---|---|---|---|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
6,357
shares
|
$280,089
0.24% of portfolio
|
Q2 2025
New holding
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
6,303
shares
|
$277,710
0.18% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
6,284
shares
|
$276,873
0.03% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
6,195
shares
|
$272,951
0.01% of portfolio
|
Q2 2025
Reduced 70.73%
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
6,103
shares
|
$268,898
0.05% of portfolio
|
Q2 2025
New holding
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
6,049
shares
|
$266,518
0.0% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
6,041
shares
|
$266,166
0.13% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,029
shares
|
$265,637
0.01% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
5,980
shares
|
$263,478
0.07% of portfolio
|
Q2 2025
Reduced 43.04%
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
5,782
shares
|
$254,754
0.07% of portfolio
|
Q2 2025
Added 1.44%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,654
shares
|
$249,115
0.0% of portfolio
|
Q2 2025
Reduced 39.74%
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
5,551
shares
|
$244,577
0.11% of portfolio
|
Q2 2025
Added 1.07%
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
5,490
shares
|
$241,889
0.06% of portfolio
|
Q2 2025
Reduced 29.73%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,342
shares
|
$235,368
0.1% of portfolio
|
Q3 2023
New holding
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
5,318
shares
|
$234,311
0.14% of portfolio
|
Q2 2025
Added 2.31%
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5,232
shares
|
$230,521
0.02% of portfolio
|
Q2 2025
Added 6.0%
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
5,193
shares
|
$228,803
0.01% of portfolio
|
Q2 2025
Added 4.11%
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
5,187
shares
|
$228,539
0.07% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
5,183
shares
|
$228,362
0.0% of portfolio
|
Q3 2024
New holding
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Aug 12, 2025 Q2 2025 |
4,952
shares
|
$218,185
0.11% of portfolio
|
Q2 2025
Reduced 30.41%
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
4,938
shares
|
$217,568
0.04% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
4,900
shares
|
$215,894
0.0% of portfolio
|
Q2 2025
Added 805.73%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
4,874
shares
|
$214,748
0.01% of portfolio
|
Q2 2025
Reduced 98.55%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
4,836
shares
|
$213,074
0.02% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
4,745
shares
|
$209,064
0.14% of portfolio
|
Q2 2025
New holding
|