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 351 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 |
|---|---|---|---|---|---|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
350
shares
|
$15,655
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
285
shares
|
$12,748
0.0% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
252
shares
|
$11,271
0.0% of portfolio
|
Q2 2025
Reduced 16.56%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
225
shares
|
$10,064
0.02% of portfolio
|
Q3 2025
Reduced 30.77%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
222
shares
|
$9,930
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
198
shares
|
$8,856
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
193
shares
|
$8,632
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
183
shares
|
$8,185
0.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
161
shares
|
$7,201
0.0% of portfolio
|
Q2 2025
Added 15.83%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
143
shares
|
$6,396
0.0% of portfolio
|
Q1 2025
Reduced 55.73%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
127
shares
|
$5,680
0.0% of portfolio
|
Q2 2025
Reduced 68.49%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
127
shares
|
$5,680
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
114
shares
|
$5,099
0.0% of portfolio
|
Q4 2024
Reduced 43.28%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
96
shares
|
$4,294
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
47
shares
|
$2,102
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
33
shares
|
$1,476
0.0% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
23
shares
|
$1,028
0.0% of portfolio
|
Q2 2025
Reduced 90.91%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
12
shares
|
$536
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
7
shares
|
$313
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
4
shares
|
$178
0.0% of portfolio
|
Q1 2025
Reduced 85.19%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
1
shares
|
$44
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1
shares
|
$44
0.0% of portfolio
|
Q2 2024
Reduced 98.85%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|