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 350 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 |
|---|---|---|---|---|---|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
77,827
shares
|
$3.48 Million
0.5% of portfolio
|
Q2 2025
Reduced 67.06%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
76,810
shares
|
$3.44 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
76,685
shares
|
$3.43 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
76,174
shares
|
$3.41 Million
1.16% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
75,656
shares
|
$3.38 Million
0.18% of portfolio
|
Q2 2025
Reduced 20.91%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
75,570
shares
|
$3.38 Million
1.03% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
75,505
shares
|
$3.38 Million
0.07% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
74,756
shares
|
$3.34 Million
0.09% of portfolio
|
Q1 2024
Added 9.56%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
74,432
shares
|
$3.33 Million
0.01% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
73,678
shares
|
$3.3 Million
0.8% of portfolio
|
Q2 2025
Added 29.29%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
72,510
shares
|
$3.24 Million
1.5% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
67,639
shares
|
$3.03 Million
2.88% of portfolio
|
Q2 2023
Added 1.81%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
67,340
shares
|
$3.01 Million
0.09% of portfolio
|
Q2 2025
Added 62.61%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
66,475
shares
|
$2.97 Million
0.54% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
65,309
shares
|
$2.92 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
63,748
shares
|
$2.85 Million
0.05% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
62,129
shares
|
$2.78 Million
0.43% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
61,209
shares
|
$2.74 Million
0.03% of portfolio
|
Q1 2025
Reduced 35.27%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
58,531
shares
|
$2.62 Million
2.51% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
58,055
shares
|
$2.6 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
57,135
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.51%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
56,906
shares
|
$2.55 Million
0.08% of portfolio
|
Q2 2025
Reduced 24.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
56,867
shares
|
$2.54 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
56,634
shares
|
$2.53 Million
0.1% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
56,448
shares
|
$2.52 Million
0.68% of portfolio
|
Q2 2025
Reduced 4.81%
|