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 |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
18,436
shares
|
$799,384
0.21% of portfolio
|
Q3 2024
Added 20.8%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
18,168
shares
|
$787,764
0.32% of portfolio
|
Q3 2024
Added 20.34%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
18,085
shares
|
$784,165
0.15% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
17,834
shares
|
$773,282
0.39% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
17,710
shares
|
$767,905
0.2% of portfolio
|
Q1 2024
Reduced 47.07%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
17,661
shares
|
$765,780
0.4% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
17,634
shares
|
$764,610
0.26% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
16,987
shares
|
$736,556
0.04% of portfolio
|
Q3 2024
Added 16.2%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
16,193
shares
|
$702,128
0.05% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,965
shares
|
$692,242
0.0% of portfolio
|
Q3 2024
Reduced 30.8%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
15,616
shares
|
$677,109
0.55% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
15,541
shares
|
$673,857
0.14% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
14,764
shares
|
$640,167
0.06% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
14,636
shares
|
$634,616
0.25% of portfolio
|
Q3 2023
Reduced 13.37%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
14,542
shares
|
$630,541
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
14,453
shares
|
$626,682
0.15% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
14,167
shares
|
$614,281
0.18% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
14,045
shares
|
$608,991
0.4% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
14,012
shares
|
$607,560
0.07% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
13,943
shares
|
$604,568
0.11% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
13,537
shares
|
$586,964
0.03% of portfolio
|
Q3 2024
Reduced 35.81%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
13,278
shares
|
$575,734
0.01% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
13,110
shares
|
$568,449
0.31% of portfolio
|
Q2 2023
Reduced 8.0%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
12,904
shares
|
$559,517
0.23% of portfolio
|
Q3 2024
Reduced 78.28%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
12,866
shares
|
$557,869
0.18% of portfolio
|
Q3 2024
Added 13.91%
|