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 341 institutions that hold shares in the stock, with a total of 70.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bam Wealth Management, LLC
Lakewood, CO |
Jan 20, 2026 Q4 2025 |
11,608
shares
|
$515,163
0.37% of portfolio
|
Q4 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
11,563
shares
|
$513,165
0.29% of portfolio
|
Q4 2025
Reduced 32.21%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
11,447
shares
|
$508,017
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
11,369
shares
|
$504,556
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
10,970
shares
|
$486,848
0.01% of portfolio
|
Q3 2025
Added 24.83%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
10,564
shares
|
$468,830
0.04% of portfolio
|
Q4 2025
Reduced 31.19%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
10,547
shares
|
$468,075
0.0% of portfolio
|
Q4 2025
Added 16.48%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Jan 29, 2026 Q4 2025 |
10,370
shares
|
$460,220
0.05% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
10,035
shares
|
$445,353
0.02% of portfolio
|
Q4 2025
Added 4.64%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
10,030
shares
|
$445,131
0.02% of portfolio
|
Q4 2025
Reduced 93.41%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
9,885
shares
|
$438,696
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
9,734
shares
|
$431,994
0.06% of portfolio
|
Q4 2025
Reduced 55.33%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
9,461
shares
|
$419,879
0.01% of portfolio
|
Q2 2025
Reduced 85.82%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
9,388
shares
|
$416,639
0.13% of portfolio
|
Q3 2025
Reduced 31.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,283
shares
|
$411,979
0.01% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
9,145
shares
|
$405,855
0.0% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
9,143
shares
|
$405,766
0.01% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 15, 2026 Q4 2025 |
8,902
shares
|
$395,070
0.27% of portfolio
|
Q4 2025
Reduced 6.89%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
8,883
shares
|
$394,227
0.01% of portfolio
|
Q3 2025
Reduced 28.39%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
8,673
shares
|
$384,907
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 21, 2026 Q4 2025 |
8,612
shares
|
$382,200
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
8,611
shares
|
$382,156
0.02% of portfolio
|
Q3 2025
Reduced 69.85%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,290
shares
|
$367,910
0.08% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
8,188
shares
|
$363,383
0.01% of portfolio
|
Q4 2025
Reduced 11.73%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
8,174
shares
|
$362,762
0.09% of portfolio
|
Q4 2025
Reduced 3.82%
|
|