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 366 institutions that hold shares in the stock, with a total of 86.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
37,104
shares
|
$1.62 Million
2.51% of portfolio
|
Q4 2022
Added 27.36%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,515
shares
|
$1.6 Million
0.04% of portfolio
|
Q4 2023
Reduced 3.25%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
36,222
shares
|
$1.59 Million
0.11% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
35,773
shares
|
$1.57 Million
1.56% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Beck Bode, LLC
|
Feb 14, 2025 Q4 2024 |
35,418
shares
|
$1.55 Million
0.29% of portfolio
|
Q4 2024
Reduced 24.6%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
35,364
shares
|
$1.55 Million
0.2% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
33,411
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
32,804
shares
|
$1.44 Million
0.09% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
31,999
shares
|
$1.4 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
31,841
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2024
Reduced 27.6%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
31,382
shares
|
$1.37 Million
0.11% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
31,348
shares
|
$1.37 Million
0.16% of portfolio
|
Q1 2025
Reduced 97.66%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
30,399
shares
|
$1.33 Million
0.34% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
30,232
shares
|
$1.32 Million
0.11% of portfolio
|
Q1 2025
Added 30.4%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
30,201
shares
|
$1.32 Million
0.46% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Apr 29, 2025 Q1 2025 |
30,138
shares
|
$1.32 Million
0.46% of portfolio
|
Q1 2025
Reduced 93.7%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
30,085
shares
|
$1.32 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
29,050
shares
|
$1.27 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
27,646
shares
|
$1.21 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
26,780
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.27%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
26,478
shares
|
$1.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 30.66%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
26,278
shares
|
$1.15 Million
2.1% of portfolio
|
Q4 2024
Reduced 94.57%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
26,274
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.26%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,253
shares
|
$1.15 Million
0.05% of portfolio
|
Q2 2020
Added 2763.97%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
25,802
shares
|
$1.13 Million
0.08% of portfolio
|
Q1 2025
Reduced 17.82%
|