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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
37,897
shares
|
$1.7 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
37,393
shares
|
$1.67 Million
1.02% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
37,391
shares
|
$1.67 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
37,174
shares
|
$1.66 Million
0.12% of portfolio
|
Q2 2025
Added 22.96%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
37,104
shares
|
$1.66 Million
2.51% of portfolio
|
Q4 2022
Added 27.36%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,515
shares
|
$1.63 Million
0.04% of portfolio
|
Q4 2023
Reduced 3.25%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
36,058
shares
|
$1.61 Million
0.17% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
36,050
shares
|
$1.61 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
34,803
shares
|
$1.56 Million
0.06% of portfolio
|
Q3 2025
Reduced 27.06%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
34,500
shares
|
$1.54 Million
0.18% of portfolio
|
Q2 2025
Reduced 67.14%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
34,236
shares
|
$1.53 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
33,935
shares
|
$1.52 Million
0.02% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
33,010
shares
|
$1.48 Million
1.01% of portfolio
|
Q2 2025
Reduced 72.5%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
32,248
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
32,038
shares
|
$1.43 Million
0.43% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
31,382
shares
|
$1.4 Million
0.11% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
31,348
shares
|
$1.4 Million
0.16% of portfolio
|
Q1 2025
Reduced 97.66%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
30,884
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
30,855
shares
|
$1.38 Million
0.75% of portfolio
|
Q2 2025
Reduced 32.31%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
29,687
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
29,051
shares
|
$1.3 Million
0.24% of portfolio
|
Q2 2025
Reduced 41.54%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
28,559
shares
|
$1.28 Million
0.09% of portfolio
|
Q2 2025
Added 22.82%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
28,379
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 97.25%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
27,149
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
26,813
shares
|
$1.2 Million
0.99% of portfolio
|
Q2 2025
Reduced 15.58%
|