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 |
|---|---|---|---|---|---|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
386,356
shares
|
$16.9 Million
1.53% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
383,401
shares
|
$16.7 Million
2.34% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
381,630
shares
|
$16.7 Million
7.42% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
372,543
shares
|
$16.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 12.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
367,704
shares
|
$16.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
350,324
shares
|
$15.3 Million
0.03% of portfolio
|
Q4 2024
Added 216.98%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
343,656
shares
|
$15 Million
2.59% of portfolio
|
Q2 2023
Added 4.85%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
337,441
shares
|
$14.7 Million
3.48% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
333,069
shares
|
$14.5 Million
5.58% of portfolio
|
Q3 2024
Added 37.23%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
312,554
shares
|
$13.6 Million
0.27% of portfolio
|
Q4 2024
Reduced 97.67%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
309,173
shares
|
$13.5 Million
0.0% of portfolio
|
Q4 2024
Added 6008.93%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
306,149
shares
|
$13.4 Million
9.6% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
299,782
shares
|
$13.1 Million
0.4% of portfolio
|
Q4 2024
Reduced 39.98%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
295,120
shares
|
$12.9 Million
0.32% of portfolio
|
Q4 2024
Reduced 96.21%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
277,843
shares
|
$12.1 Million
0.43% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
268,632
shares
|
$11.7 Million
6.33% of portfolio
|
Q2 2024
Added 3.48%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
256,197
shares
|
$11.2 Million
1.62% of portfolio
|
Q4 2024
Reduced 19.98%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
244,015
shares
|
$10.7 Million
2.2% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
236,892
shares
|
$10.3 Million
4.3% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
236,645
shares
|
$10.3 Million
3.77% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
236,645
shares
|
$10.3 Million
3.77% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
230,210
shares
|
$10.1 Million
0.32% of portfolio
|
Q4 2024
Reduced 33.0%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
226,826
shares
|
$9.91 Million
0.68% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
224,614
shares
|
$9.81 Million
0.03% of portfolio
|
Q4 2024
Reduced 22.0%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
224,608
shares
|
$9.81 Million
0.33% of portfolio
|
Q4 2024
Added 10.47%
|