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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
31,334
shares
|
$1.37 Million
0.26% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
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%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
29,110
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Reduced 77.81%
|
|
|
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
|
$1.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 30.66%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
26,327
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 69.65%
|
|
|
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
|
$1.14 Million
0.05% of portfolio
|
Q2 2020
Added 2763.97%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
26,169
shares
|
$1.14 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
25,627
shares
|
$1.12 Million
0.25% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
25,090
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
24,959
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 50.4%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
24,822
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
24,678
shares
|
$1.08 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
24,664
shares
|
$1.07 Million
0.18% of portfolio
|
Q1 2025
Reduced 10.79%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
24,531
shares
|
$1.07 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
24,493
shares
|
$1.07 Million
1.94% of portfolio
|
Q2 2022
Reduced 21.99%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
23,937
shares
|
$1.04 Million
0.04% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
23,728
shares
|
$1.03 Million
0.07% of portfolio
|
Q1 2025
Reduced 70.77%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
23,713
shares
|
$1.03 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
23,486
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
23,485
shares
|
$1.02 Million
0.61% of portfolio
|
Q3 2024
Reduced 12.07%
|