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 375 institutions that hold shares in the stock, with a total of 94.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
10,279,658
shares
|
$446 Million
0.03% of portfolio
|
Q4 2024
Reduced 17.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
8,449,335
shares
|
$366 Million
0.15% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
6,313,439
shares
|
$274 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,683,622
shares
|
$160 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,298,134
shares
|
$143 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.86%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,577,675
shares
|
$112 Million
0.04% of portfolio
|
Q4 2024
Reduced 20.41%
|
|
|
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%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,992,193
shares
|
$86.4 Million
12.01% of portfolio
|
Q4 2024
Added 91.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,835,026
shares
|
$79.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 18.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,716,682
shares
|
$74.4 Million
0.02% of portfolio
|
Q4 2024
Added 32.38%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
1,550,935
shares
|
$67.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,338,620
shares
|
$58 Million
6.94% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,326,162
shares
|
$57.5 Million
0.09% of portfolio
|
Q4 2024
Added 37.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,199,421
shares
|
$52 Million
0.11% of portfolio
|
Q4 2024
Reduced 22.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,166,248
shares
|
$50.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,048,899
shares
|
$45.5 Million
0.07% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
1,032,722
shares
|
$44.8 Million
0.09% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
997,448
shares
|
$43.2 Million
2.56% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
956,274
shares
|
$41.5 Million
0.01% of portfolio
|
Q4 2024
Added 427.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
946,596
shares
|
$41 Million
0.14% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
933,829
shares
|
$40.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
924,941
shares
|
$40.1 Million
0.0% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
904,759
shares
|
$39.2 Million
9.47% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
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%
|