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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,482
shares
|
$240,001
0.02% of portfolio
|
Q1 2025
Reduced 52.51%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,398
shares
|
$236,324
0.01% of portfolio
|
Q1 2025
Reduced 43.41%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
5,361
shares
|
$234,704
0.0% of portfolio
|
Q1 2025
Reduced 50.52%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,342
shares
|
$233,872
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
5,336
shares
|
$233,610
0.02% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
5,198
shares
|
$227,568
0.19% of portfolio
|
Q1 2025
Reduced 45.03%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
5,187
shares
|
$227,086
0.07% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
5,183
shares
|
$226,911
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
5,075
shares
|
$222,183
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,991
shares
|
$218,505
0.11% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
4,988
shares
|
$218,374
0.01% of portfolio
|
Q1 2025
Reduced 17.34%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
4,966
shares
|
$217,411
0.04% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
4,964
shares
|
$217,323
0.09% of portfolio
|
Q1 2025
Reduced 53.46%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
4,936
shares
|
$216,098
0.01% of portfolio
|
Q1 2025
Reduced 20.18%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
4,854
shares
|
$212,508
0.03% of portfolio
|
Q1 2025
Reduced 66.63%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
4,742
shares
|
$207,604
0.02% of portfolio
|
Q4 2024
Reduced 75.97%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
4,735
shares
|
$207,298
0.15% of portfolio
|
Q1 2025
Reduced 79.08%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
4,722
shares
|
$206,729
0.02% of portfolio
|
Q1 2025
Reduced 77.18%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
4,382
shares
|
$191,843
0.02% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
4,018
shares
|
$175,908
0.04% of portfolio
|
Q1 2025
Reduced 98.05%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,170
shares
|
$138,782
0.01% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
3,001
shares
|
$131,383
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,843
shares
|
$124,466
0.01% of portfolio
|
Q2 2022
Reduced 6.33%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
2,673
shares
|
$117,023
0.07% of portfolio
|
Q1 2025
Reduced 23.15%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
2,327
shares
|
$101,876
0.03% of portfolio
|
Q1 2025
Added 0.47%
|