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 351 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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
215,435
shares
|
$9.64 Million
1.63% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
214,385
shares
|
$9.59 Million
0.29% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
209,809
shares
|
$9.38 Million
1.67% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
204,174
shares
|
$9.13 Million
0.02% of portfolio
|
Q2 2025
Reduced 30.98%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
195,132
shares
|
$8.73 Million
2.77% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
164,783
shares
|
$7.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
162,690
shares
|
$7.28 Million
0.0% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
161,559
shares
|
$7.23 Million
3.0% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
158,640
shares
|
$7.1 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
152,290
shares
|
$6.81 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
146,280
shares
|
$6.54 Million
0.08% of portfolio
|
Q3 2025
Added 20.49%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
142,986
shares
|
$6.4 Million
2.95% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
142,500
shares
|
$6.37 Million
0.01% of portfolio
|
Q2 2025
Added 776.38%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
140,606
shares
|
$6.29 Million
0.26% of portfolio
|
Q3 2022
Added 396.93%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Oct 15, 2025 Q3 2025 |
137,197
shares
|
$6.14 Million
4.42% of portfolio
|
Q3 2025
Added 15.29%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
136,310
shares
|
$6.1 Million
0.02% of portfolio
|
Q2 2025
Added 28.9%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
135,379
shares
|
$6.06 Million
0.01% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
132,171
shares
|
$5.91 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
126,401
shares
|
$5.65 Million
0.14% of portfolio
|
Q2 2025
Reduced 72.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
125,025
shares
|
$5.59 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
124,694
shares
|
$5.58 Million
0.45% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
120,838
shares
|
$5.41 Million
1.16% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
120,492
shares
|
$5.39 Million
0.2% of portfolio
|
Q3 2025
Added 764.42%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
120,142
shares
|
$5.37 Million
0.62% of portfolio
|
Q2 2025
Reduced 62.54%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
119,101
shares
|
$5.33 Million
0.09% of portfolio
|
Q2 2024
Added 11.17%
|