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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
559,749
shares
|
$25 Million
0.66% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
539,574
shares
|
$24.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.7%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
536,175
shares
|
$24 Million
0.3% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
536,174
shares
|
$24 Million
1.21% of portfolio
|
Q2 2025
Added 17.94%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
533,687
shares
|
$23.9 Million
0.46% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
513,808
shares
|
$23 Million
15.31% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
479,228
shares
|
$21.4 Million
0.11% of portfolio
|
Q2 2025
Reduced 30.92%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
471,877
shares
|
$21.1 Million
9.39% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
436,011
shares
|
$19.5 Million
1.65% of portfolio
|
Q1 2025
Added 12.85%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
399,159
shares
|
$17.9 Million
0.03% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
370,931
shares
|
$16.6 Million
3.09% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
367,704
shares
|
$16.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
351,178
shares
|
$15.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 30.57%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
340,242
shares
|
$15.2 Million
5.77% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
333,069
shares
|
$14.9 Million
5.58% of portfolio
|
Q3 2024
Added 37.23%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
321,180
shares
|
$14.4 Million
1.84% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
320,165
shares
|
$14.3 Million
9.0% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
307,040
shares
|
$13.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.43%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
298,695
shares
|
$13.4 Million
0.07% of portfolio
|
Q2 2025
Reduced 17.97%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
297,891
shares
|
$13.3 Million
0.54% of portfolio
|
Q2 2025
Reduced 49.13%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
268,632
shares
|
$12 Million
6.33% of portfolio
|
Q2 2024
Added 3.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
252,649
shares
|
$11.3 Million
0.31% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
241,523
shares
|
$10.8 Million
3.53% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
226,889
shares
|
$10.1 Million
0.03% of portfolio
|
Q2 2025
Added 18.1%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
219,408
shares
|
$9.81 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.46%
|