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 366 institutions that hold shares in the stock, with a total of 78.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
16,328
shares
|
$716,962
0.04% of portfolio
|
Q1 2025
Reduced 14.7%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
16,289
shares
|
$715,249
0.33% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
16,260
shares
|
$713,976
0.0% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
16,158
shares
|
$709,497
0.1% of portfolio
|
Q1 2025
Added 1600.84%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
15,491
shares
|
$680,209
0.04% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
15,353
shares
|
$674,150
0.21% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
14,945
shares
|
$656,234
0.03% of portfolio
|
Q1 2025
Reduced 91.28%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
14,923
shares
|
$655,268
0.02% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
14,711
shares
|
$645,960
0.23% of portfolio
|
Q1 2025
Reduced 59.45%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
14,636
shares
|
$642,666
0.25% of portfolio
|
Q3 2023
Reduced 13.37%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
14,412
shares
|
$632,830
0.05% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
14,159
shares
|
$621,721
0.07% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
13,982
shares
|
$613,949
0.31% of portfolio
|
Q1 2025
Reduced 43.96%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
13,943
shares
|
$612,237
0.11% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
13,814
shares
|
$606,572
0.29% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
13,736
shares
|
$603,147
0.57% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
13,611
shares
|
$597,659
0.23% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
13,292
shares
|
$583,651
0.06% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
13,240
shares
|
$581,368
0.46% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
13,218
shares
|
$580,402
0.31% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
13,165
shares
|
$578,075
0.28% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
13,110
shares
|
$575,660
0.31% of portfolio
|
Q2 2023
Reduced 8.0%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,445
shares
|
$546,459
0.09% of portfolio
|
Q1 2024
Added 8.67%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
12,327
shares
|
$541,278
0.02% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
12,024
shares
|
$527,973
0.01% of portfolio
|
Q1 2025
Reduced 44.5%
|