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 352 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $4.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
40,932
shares
|
$1.78 Million
0.11% of portfolio
|
Q3 2024
Reduced 27.54%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
39,851
shares
|
$1.73 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
39,360
shares
|
$1.71 Million
0.07% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
39,109
shares
|
$1.7 Million
0.15% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
38,166
shares
|
$1.66 Million
0.79% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
37,453
shares
|
$1.63 Million
0.7% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
37,202
shares
|
$1.62 Million
0.22% of portfolio
|
Q3 2024
Reduced 11.7%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
37,104
shares
|
$1.61 Million
2.51% of portfolio
|
Q4 2022
Added 27.36%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,515
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2023
Reduced 3.25%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
36,455
shares
|
$1.59 Million
1.17% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
35,440
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
35,130
shares
|
$1.53 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
34,776
shares
|
$1.51 Million
0.18% of portfolio
|
Q3 2024
Reduced 63.83%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
34,485
shares
|
$1.5 Million
0.14% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
34,050
shares
|
$1.48 Million
1.52% of portfolio
|
Q3 2024
Reduced 10.37%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
33,847
shares
|
$1.47 Million
0.09% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
33,800
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
33,171
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2024
Added 30.91%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
31,382
shares
|
$1.36 Million
0.11% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
30,915
shares
|
$1.34 Million
0.29% of portfolio
|
Q3 2024
Added 8.54%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
30,323
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
30,159
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 80.11%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
29,626
shares
|
$1.29 Million
0.32% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
28,868
shares
|
$1.26 Million
0.11% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
27,529
shares
|
$1.2 Million
0.42% of portfolio
|
Q3 2024
Reduced 6.89%
|