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 380 institutions that hold shares in the stock, with a total of 94.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
10,891
shares
|
$476,590
0.07% of portfolio
|
Q4 2024
Reduced 99.15%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
10,834
shares
|
$474,095
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
10,756
shares
|
$470,682
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
10,665
shares
|
$466,700
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
10,232
shares
|
$447,752
0.12% of portfolio
|
Q4 2024
Added 34.7%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,624
shares
|
$421,146
0.01% of portfolio
|
Q4 2024
Reduced 85.92%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
9,560
shares
|
$418,345
0.24% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
9,538
shares
|
$417,382
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
9,511
shares
|
$416,201
0.01% of portfolio
|
Q4 2024
Reduced 86.25%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
9,369
shares
|
$409,987
0.2% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
8,805
shares
|
$385,306
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
8,673
shares
|
$379,530
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
8,567
shares
|
$374,891
0.0% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
8,503
shares
|
$372,091
0.12% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,290
shares
|
$362,770
0.08% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
8,213
shares
|
$359,400
0.04% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
8,034
shares
|
$351,567
0.01% of portfolio
|
Q4 2024
Reduced 24.66%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
8,026
shares
|
$351,217
0.04% of portfolio
|
Q4 2024
Added 35.85%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
7,964
shares
|
$348,504
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
7,897
shares
|
$345,572
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
7,761
shares
|
$339,621
0.01% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
7,726
shares
|
$338,089
0.22% of portfolio
|
Q4 2024
Reduced 30.02%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Feb 13, 2025 Q4 2024 |
7,699
shares
|
$336,908
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
7,376
shares
|
$322,773
0.16% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
7,230
shares
|
$316,384
0.0% of portfolio
|
Q4 2022
Reduced 24.65%
|