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 $4.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
12,433,859
shares
|
$539 Million
0.04% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
9,430,365
shares
|
$409 Million
0.2% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
7,787,804
shares
|
$338 Million
8.16% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
7,047,878
shares
|
$306 Million
0.07% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,919,980
shares
|
$170 Million
0.04% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,238,823
shares
|
$140 Million
0.05% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,414,340
shares
|
$105 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,835,026
shares
|
$79.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 18.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,539,882
shares
|
$66.8 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,428,264
shares
|
$61.9 Million
11.74% of portfolio
|
Q1 2024
Added 376.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,296,824
shares
|
$56.2 Million
0.02% of portfolio
|
Q3 2024
Added 39.44%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
1,283,971
shares
|
$55.7 Million
7.5% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,254,568
shares
|
$54.4 Million
6.64% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
1,228,527
shares
|
$53.3 Million
3.36% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,191,846
shares
|
$51.7 Million
0.01% of portfolio
|
Q3 2024
Added 21.36%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,037,851
shares
|
$45 Million
6.93% of portfolio
|
Q3 2024
Added 337.68%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,026,552
shares
|
$44.5 Million
0.07% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
993,616
shares
|
$43.1 Million
0.09% of portfolio
|
Q3 2024
Added 170.69%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
967,294
shares
|
$41.9 Million
0.07% of portfolio
|
Q3 2024
Added 28.43%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
951,289
shares
|
$41.2 Million
0.05% of portfolio
|
Q3 2024
Added 33.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
931,360
shares
|
$40.4 Million
0.14% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
894,569
shares
|
$38.8 Million
0.65% of portfolio
|
Q2 2023
Added 6.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
890,968
shares
|
$38.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
879,636
shares
|
$38.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.45%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
857,414
shares
|
$37.2 Million
9.23% of portfolio
|
Q3 2024
Added 3.73%
|