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 68.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
4,578
shares
|
$204,773
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
4,429
shares
|
$198,109
0.02% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
3,796
shares
|
$169,795
0.03% of portfolio
|
Q2 2025
Reduced 96.9%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
3,143
shares
|
$140,586
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
3,002
shares
|
$134,279
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,843
shares
|
$127,167
0.01% of portfolio
|
Q2 2022
Reduced 6.33%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
2,811
shares
|
$125,736
0.01% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
2,113
shares
|
$94,514
0.02% of portfolio
|
Q3 2025
Reduced 47.75%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
2,103
shares
|
$94,067
0.05% of portfolio
|
Q2 2025
Reduced 21.32%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,880
shares
|
$84,092
0.0% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,802
shares
|
$80,603
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1,675
shares
|
$74,922
0.03% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,275
shares
|
$57,030
0.02% of portfolio
|
Q3 2024
Reduced 26.3%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,188
shares
|
$53,139
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,011
shares
|
$45,222
0.04% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
950
shares
|
$42,493
0.01% of portfolio
|
Q2 2025
Reduced 94.12%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
885
shares
|
$39,586
0.01% of portfolio
|
Q3 2025
Reduced 21.89%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
807
shares
|
$36,097
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
630
shares
|
$28,179
0.03% of portfolio
|
Q1 2025
Reduced 38.66%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
569
shares
|
$25,451
0.0% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
520
shares
|
$23,259
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
480
shares
|
$21,470
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
441
shares
|
$19,725
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
437
shares
|
$19,547
0.01% of portfolio
|
Q2 2025
Added 166.46%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
420
shares
|
$18,786
0.0% of portfolio
|
Q3 2025
Reduced 8.3%
|