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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
12,737
shares
|
$552,276
0.04% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,445
shares
|
$539,615
0.09% of portfolio
|
Q1 2024
Added 8.67%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
12,348
shares
|
$535,409
0.13% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
12,308
shares
|
$533,674
0.09% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
12,138
shares
|
$526,303
0.04% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
11,275
shares
|
$488,884
0.18% of portfolio
|
Q3 2024
Reduced 12.51%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
11,040
shares
|
$478,694
0.36% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
10,929
shares
|
$473,881
0.05% of portfolio
|
Q3 2024
Added 94.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
10,663
shares
|
$462,347
0.01% of portfolio
|
Q3 2024
Added 36.97%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
10,406
shares
|
$451,204
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
10,128
shares
|
$439,150
0.28% of portfolio
|
Q3 2024
Reduced 37.51%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
10,081
shares
|
$437,112
0.06% of portfolio
|
Q3 2024
Added 33.75%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
9,543
shares
|
$413,784
0.22% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,854
shares
|
$383,909
0.0% of portfolio
|
Q3 2024
Added 11.74%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,743
shares
|
$379,096
0.23% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
8,673
shares
|
$376,061
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
8,660
shares
|
$375,497
0.0% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
8,634
shares
|
$374,370
0.0% of portfolio
|
Q3 2024
Added 63.58%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
8,499
shares
|
$368,516
0.0% of portfolio
|
Q3 2024
Reduced 34.52%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
8,425
shares
|
$365,308
0.01% of portfolio
|
Q3 2024
Reduced 70.53%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
8,409
shares
|
$364,614
0.1% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,290
shares
|
$359,454
0.08% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
8,182
shares
|
$354,771
0.19% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
7,962
shares
|
$345,232
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,897
shares
|
$342,413
0.03% of portfolio
|
Q1 2024
New holding
|