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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
862,470
shares
|
$37.7 Million
0.46% of portfolio
|
Q4 2024
Added 59.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
855,706
shares
|
$37.4 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
819,119
shares
|
$35.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
792,984
shares
|
$34.6 Million
0.21% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
750,109
shares
|
$32.8 Million
9.7% of portfolio
|
Q2 2023
Added 5.61%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
733,486
shares
|
$32 Million
6.18% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
640,737
shares
|
$28 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
604,876
shares
|
$26.4 Million
0.66% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
603,672
shares
|
$26.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
601,905
shares
|
$26.3 Million
1.35% of portfolio
|
Q4 2024
Added 14.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
584,222
shares
|
$25.5 Million
0.34% of portfolio
|
Q4 2024
Added 78.42%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
573,818
shares
|
$25.1 Million
3.18% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
556,890
shares
|
$24.3 Million
7.0% of portfolio
|
Q4 2024
Added 12.91%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
498,755
shares
|
$21.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
494,526
shares
|
$21.6 Million
1.06% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
492,104
shares
|
$21.5 Million
10.0% of portfolio
|
Q4 2024
Added 24.13%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
490,908
shares
|
$21.4 Million
0.51% of portfolio
|
Q4 2024
Reduced 22.57%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
478,525
shares
|
$20.9 Million
7.16% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
478,510
shares
|
$20.9 Million
0.04% of portfolio
|
Q4 2024
Added 52.17%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
450,122
shares
|
$19.7 Million
0.12% of portfolio
|
Q4 2024
Reduced 13.65%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
429,719
shares
|
$18.8 Million
9.65% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
428,204
shares
|
$18.7 Million
1.9% of portfolio
|
Q4 2024
Added 18.41%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
428,021
shares
|
$18.7 Million
1.23% of portfolio
|
Q4 2024
Added 297136.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
427,901
shares
|
$18.7 Million
0.17% of portfolio
|
Q4 2024
Reduced 28.86%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
424,773
shares
|
$18.5 Million
12.17% of portfolio
|
Q4 2024
New holding
|