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 356 institutions that hold shares in the stock, with a total of 103 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 |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
207,688
shares
|
$8.98 Million
0.22% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
206,230
shares
|
$8.91 Million
2.49% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
205,117
shares
|
$8.87 Million
3.83% of portfolio
|
Q1 2024
Added 26.84%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
191,006
shares
|
$8.26 Million
1.54% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
183,242
shares
|
$7.92 Million
0.28% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
181,195
shares
|
$7.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.87%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
179,378
shares
|
$7.75 Million
0.09% of portfolio
|
Q4 2024
Reduced 39.74%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
177,248
shares
|
$7.66 Million
3.43% of portfolio
|
Q3 2024
Reduced 16.84%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
174,783
shares
|
$7.55 Million
3.43% of portfolio
|
Q4 2024
Added 52.66%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
168,778
shares
|
$7.29 Million
0.08% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
167,416
shares
|
$7.24 Million
0.56% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
166,904
shares
|
$7.21 Million
0.08% of portfolio
|
Q3 2024
Reduced 54.62%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
161,948
shares
|
$7 Million
0.26% of portfolio
|
Q4 2024
Added 19.02%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
161,559
shares
|
$6.98 Million
3.0% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
155,260
shares
|
$6.71 Million
0.01% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
155,069
shares
|
$6.7 Million
1.03% of portfolio
|
Q4 2024
Added 19.08%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
152,617
shares
|
$6.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 96.09%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
151,062
shares
|
$6.53 Million
0.09% of portfolio
|
Q4 2024
Reduced 12.79%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
147,981
shares
|
$6.4 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
147,367
shares
|
$6.37 Million
0.2% of portfolio
|
Q3 2024
Added 25.57%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
142,720
shares
|
$6.17 Million
0.1% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
141,393
shares
|
$6.11 Million
2.69% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
140,606
shares
|
$6.08 Million
0.26% of portfolio
|
Q3 2022
Added 396.93%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
139,975
shares
|
$6.05 Million
0.76% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
139,222
shares
|
$6.02 Million
4.88% of portfolio
|
Q4 2024
Reduced 44.73%
|