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 353 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $4.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
849,953
shares
|
$37.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
768,305
shares
|
$33.8 Million
0.23% of portfolio
|
Q3 2024
Added 53.25%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
750,109
shares
|
$33 Million
9.7% of portfolio
|
Q2 2023
Added 5.61%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
734,287
shares
|
$32.3 Million
6.58% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
676,857
shares
|
$29.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
645,890
shares
|
$28.4 Million
0.99% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
634,037
shares
|
$27.9 Million
0.75% of portfolio
|
Q3 2024
Reduced 25.99%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
601,468
shares
|
$26.5 Million
0.26% of portfolio
|
Q3 2024
Added 122.1%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
595,428
shares
|
$26.2 Million
0.69% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
572,963
shares
|
$25.2 Million
3.32% of portfolio
|
Q3 2024
Added 590583.5%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
541,716
shares
|
$23.8 Million
0.48% of portfolio
|
Q3 2024
Added 173.99%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
538,829
shares
|
$23.7 Million
0.14% of portfolio
|
Q3 2024
Reduced 51.66%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
527,438
shares
|
$23.2 Million
1.37% of portfolio
|
Q3 2024
Added 9.84%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
521,279
shares
|
$22.9 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
499,467
shares
|
$22 Million
0.72% of portfolio
|
Q3 2024
Added 61.74%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
493,798
shares
|
$21.7 Million
1.11% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
493,220
shares
|
$21.7 Million
7.3% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
484,289
shares
|
$21.3 Million
15.7% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
481,518
shares
|
$21.2 Million
7.46% of portfolio
|
Q2 2024
New holding
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
479,123
shares
|
$21.1 Million
7.73% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
446,352
shares
|
$19.6 Million
1.44% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
423,467
shares
|
$18.6 Million
0.12% of portfolio
|
Q3 2024
Reduced 56.01%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
415,798
shares
|
$18.3 Million
9.88% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
398,505
shares
|
$17.5 Million
7.98% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
396,450
shares
|
$17.5 Million
8.28% of portfolio
|
Q3 2024
New holding
|