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 365 institutions that hold shares in the stock, with a total of 78.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
63,748
shares
|
$2.78 Million
0.05% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
63,157
shares
|
$2.75 Million
0.59% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
61,514
shares
|
$2.68 Million
0.05% of portfolio
|
Q2 2025
Reduced 18.69%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
61,209
shares
|
$2.67 Million
0.03% of portfolio
|
Q1 2025
Reduced 35.27%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
61,160
shares
|
$2.67 Million
0.03% of portfolio
|
Q1 2025
Reduced 30.67%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
59,302
shares
|
$2.58 Million
0.61% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
59,188
shares
|
$2.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 96.18%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
58,650
shares
|
$2.56 Million
0.02% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
58,602
shares
|
$2.55 Million
0.93% of portfolio
|
Q1 2025
Reduced 10.45%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
58,531
shares
|
$2.55 Million
2.51% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
56,986
shares
|
$2.48 Million
0.78% of portfolio
|
Q1 2025
Added 87.46%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
55,128
shares
|
$2.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
54,430
shares
|
$2.37 Million
0.61% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
53,910
shares
|
$2.35 Million
0.13% of portfolio
|
Q2 2025
Reduced 71.91%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
53,823
shares
|
$2.35 Million
0.35% of portfolio
|
Q1 2025
Reduced 35.71%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
52,648
shares
|
$2.29 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
51,864
shares
|
$2.26 Million
0.63% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
51,795
shares
|
$2.26 Million
0.88% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
51,297
shares
|
$2.24 Million
1.17% of portfolio
|
Q1 2025
Reduced 41.99%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
49,698
shares
|
$2.17 Million
0.49% of portfolio
|
Q1 2025
Reduced 38.12%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
47,715
shares
|
$2.08 Million
0.1% of portfolio
|
Q1 2025
Reduced 25.49%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
47,465
shares
|
$2.07 Million
0.14% of portfolio
|
Q1 2025
Added 87.1%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
46,817
shares
|
$2.04 Million
1.23% of portfolio
|
Q2 2024
Reduced 70.54%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
46,741
shares
|
$2.04 Million
0.46% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
46,496
shares
|
$2.03 Million
0.52% of portfolio
|
Q4 2024
Reduced 3.73%
|