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 351 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 |
|---|---|---|---|---|---|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
26,758
shares
|
$1.2 Million
0.25% of portfolio
|
Q2 2025
Added 102.44%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
26,403
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
26,327
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 69.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,253
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2020
Added 2763.97%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
25,559
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
24,678
shares
|
$1.1 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
24,493
shares
|
$1.1 Million
1.94% of portfolio
|
Q2 2022
Reduced 21.99%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
24,311
shares
|
$1.09 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
24,048
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 37.19%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
23,913
shares
|
$1.07 Million
0.07% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
23,792
shares
|
$1.06 Million
0.33% of portfolio
|
Q2 2025
Reduced 21.22%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
23,486
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
23,485
shares
|
$1.05 Million
0.61% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
22,666
shares
|
$1.01 Million
0.2% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
22,450
shares
|
$1 Million
0.1% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
22,081
shares
|
$987,683
0.09% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
21,793
shares
|
$974,800
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
21,412
shares
|
$957,758
0.06% of portfolio
|
Q3 2025
Reduced 13.74%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
20,963
shares
|
$937,674
0.08% of portfolio
|
Q2 2025
Reduced 84.43%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,940
shares
|
$936,646
0.02% of portfolio
|
Q3 2024
Added 30.03%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
20,790
shares
|
$929,936
0.42% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
20,739
shares
|
$927,655
0.7% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
20,568
shares
|
$920,006
0.54% of portfolio
|
Q2 2025
Reduced 24.21%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
20,201
shares
|
$903,590
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
20,053
shares
|
$896,970
0.03% of portfolio
|
Q2 2025
Reduced 16.23%
|