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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
393,695
shares
|
$17.3 Million
1.92% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
376,413
shares
|
$16.6 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
361,617
shares
|
$15.9 Million
1.65% of portfolio
|
Q3 2024
Added 17.06%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
359,306
shares
|
$15.8 Million
2.26% of portfolio
|
Q3 2024
Added 422.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
343,577
shares
|
$15.1 Million
0.48% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
342,915
shares
|
$15.1 Million
1.52% of portfolio
|
Q3 2024
Added 12.89%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
333,069
shares
|
$14.7 Million
5.58% of portfolio
|
Q3 2024
Added 37.23%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
332,173
shares
|
$14.6 Million
0.01% of portfolio
|
Q3 2024
Added 16.11%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
327,752
shares
|
$14.4 Million
2.94% of portfolio
|
Q1 2023
Added 16.33%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
327,447
shares
|
$14.4 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
320,170
shares
|
$14.1 Million
2.06% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
319,373
shares
|
$14.1 Million
3.62% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
314,464
shares
|
$13.8 Million
0.03% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
309,579
shares
|
$13.6 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
306,362
shares
|
$13.5 Million
2.02% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2024 Q3 2024 |
305,998
shares
|
$13.5 Million
10.02% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
297,683
shares
|
$13.1 Million
0.15% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
287,975
shares
|
$12.7 Million
0.05% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
268,632
shares
|
$11.8 Million
6.33% of portfolio
|
Q2 2024
Added 3.48%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
259,757
shares
|
$11.4 Million
0.75% of portfolio
|
Q3 2024
Reduced 16.96%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
252,130
shares
|
$11.1 Million
5.26% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
251,902
shares
|
$11.1 Million
8.67% of portfolio
|
Q3 2024
Added 55.18%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
239,458
shares
|
$10.5 Million
5.59% of portfolio
|
Q3 2024
Added 14.25%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
239,089
shares
|
$10.5 Million
0.48% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
231,922
shares
|
$10.2 Million
2.44% of portfolio
|
Q3 2024
Added 30.01%
|