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 68.1 Million shares, which have been reported (via 13F filing form) to have a value of $3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
8,488,028
shares
|
$374 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
6,410,307
shares
|
$282 Million
0.1% of portfolio
|
Q2 2025
Reduced 12.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,219,670
shares
|
$230 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,828,195
shares
|
$125 Million
0.03% of portfolio
|
Q2 2025
Added 105.88%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,723,404
shares
|
$120 Million
0.04% of portfolio
|
Q2 2025
Reduced 17.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,414,340
shares
|
$106 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,161,343
shares
|
$95.2 Million
0.03% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,835,026
shares
|
$80.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 18.26%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,428,264
shares
|
$62.9 Million
11.74% of portfolio
|
Q1 2024
Added 376.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,271,725
shares
|
$56 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,262,572
shares
|
$55.6 Million
0.08% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,204,118
shares
|
$53.1 Million
0.01% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
997,448
shares
|
$43.9 Million
2.56% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
894,569
shares
|
$39.4 Million
0.65% of portfolio
|
Q2 2023
Added 6.35%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
860,155
shares
|
$37.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
846,764
shares
|
$37.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 75.08%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
841,875
shares
|
$37.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
840,339
shares
|
$37 Million
0.3% of portfolio
|
Q2 2025
Added 22.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
824,333
shares
|
$36.3 Million
0.11% of portfolio
|
Q2 2025
Reduced 13.52%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
750,109
shares
|
$33 Million
9.7% of portfolio
|
Q2 2023
Added 5.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
738,055
shares
|
$32.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
729,977
shares
|
$32.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 18.12%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
707,406
shares
|
$31.2 Million
5.98% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
594,414
shares
|
$26.2 Million
3.09% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
575,034
shares
|
$25.3 Million
6.2% of portfolio
|
Q2 2025
Added 1.89%
|