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 369 institutions that hold shares in the stock, with a total of 79.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
139,459
shares
|
$6.03 Million
2.7% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
138,330
shares
|
$5.98 Million
0.42% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
135,515
shares
|
$5.86 Million
0.08% of portfolio
|
Q1 2025
Reduced 24.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
135,288
shares
|
$5.85 Million
0.09% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
134,660
shares
|
$5.82 Million
0.43% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
128,703
shares
|
$5.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 24.56%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
128,654
shares
|
$5.56 Million
2.37% of portfolio
|
Q1 2025
Reduced 28.99%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
127,807
shares
|
$5.52 Million
4.62% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
126,298
shares
|
$5.46 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
123,064
shares
|
$5.32 Million
0.11% of portfolio
|
Q1 2025
Added 65.49%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
122,884
shares
|
$5.31 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
122,604
shares
|
$5.3 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
121,747
shares
|
$5.26 Million
0.03% of portfolio
|
Q1 2025
Reduced 67.32%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
120,018
shares
|
$5.19 Million
3.75% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
119,101
shares
|
$5.15 Million
0.09% of portfolio
|
Q2 2024
Added 11.17%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
118,931
shares
|
$5.14 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
107,253
shares
|
$4.63 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
105,749
shares
|
$4.57 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
105,409
shares
|
$4.55 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
105,000
shares
|
$4.54 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
103,957
shares
|
$4.49 Million
1.59% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
103,054
shares
|
$4.45 Million
0.12% of portfolio
|
Q1 2025
Reduced 65.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
100,232
shares
|
$4.33 Million
0.06% of portfolio
|
Q1 2025
Reduced 22.05%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
98,716
shares
|
$4.27 Million
1.25% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
95,658
shares
|
$4.13 Million
0.27% of portfolio
|
Q1 2025
Reduced 48.95%
|