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 366 institutions that hold shares in the stock, with a total of 86.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
183
shares
|
$8,011
0.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
164
shares
|
$7,179
0.0% of portfolio
|
Q1 2025
Added 72.63%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
143
shares
|
$6,260
0.01% of portfolio
|
Q1 2025
Reduced 55.73%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
139
shares
|
$6,085
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
114
shares
|
$4,990
0.0% of portfolio
|
Q4 2024
Reduced 43.28%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
96
shares
|
$4,202
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
69
shares
|
$3,020
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
42
shares
|
$1,838
0.0% of portfolio
|
Q4 2024
Reduced 80.47%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
33
shares
|
$1,444
0.0% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
27
shares
|
$1,182
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
12
shares
|
$525
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
7
shares
|
$306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
6
shares
|
$262
0.0% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1
shares
|
$43
0.0% of portfolio
|
Q2 2024
Reduced 98.85%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
1
shares
|
$43
0.0% of portfolio
|
Q1 2025
New holding
|