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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
55,799
shares
|
$2.5 Million
0.15% of portfolio
|
Q2 2025
Added 17.56%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
54,442
shares
|
$2.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
54,336
shares
|
$2.43 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
53,910
shares
|
$2.41 Million
0.13% of portfolio
|
Q2 2025
Reduced 71.91%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
52,829
shares
|
$2.36 Million
0.08% of portfolio
|
Q2 2025
Reduced 21.1%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
52,693
shares
|
$2.36 Million
0.94% of portfolio
|
Q3 2025
Added 22.98%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
52,553
shares
|
$2.35 Million
0.02% of portfolio
|
Q2 2025
Reduced 87.42%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
52,210
shares
|
$2.34 Million
0.59% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
52,091
shares
|
$2.33 Million
0.3% of portfolio
|
Q3 2025
Added 18.62%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
51,893
shares
|
$2.32 Million
1.16% of portfolio
|
Q2 2025
Added 148.28%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
51,795
shares
|
$2.32 Million
0.88% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
51,751
shares
|
$2.31 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
50,228
shares
|
$2.25 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.87%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
47,205
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
46,934
shares
|
$2.1 Million
0.05% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
46,894
shares
|
$2.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 81.98%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
46,817
shares
|
$2.09 Million
1.23% of portfolio
|
Q2 2024
Reduced 70.54%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
46,496
shares
|
$2.08 Million
0.52% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
46,375
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.23%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
45,700
shares
|
$2.04 Million
0.3% of portfolio
|
Q2 2025
Reduced 30.4%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
43,694
shares
|
$1.95 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
43,257
shares
|
$1.93 Million
0.02% of portfolio
|
Q2 2025
Reduced 59.67%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
43,048
shares
|
$1.93 Million
0.36% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
42,512
shares
|
$1.9 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
42,340
shares
|
$1.89 Million
1.54% of portfolio
|
Q3 2025
Added 26.44%
|