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 339 institutions that hold shares in the stock, with a total of 69.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
8,499
shares
|
$377,185
0.09% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,290
shares
|
$367,910
0.08% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
8,119
shares
|
$360,321
0.05% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
8,067
shares
|
$358,013
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,897
shares
|
$350,468
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
7,843
shares
|
$348,072
0.09% of portfolio
|
Q4 2025
Reduced 84.98%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
7,620
shares
|
$338,175
0.01% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
7,575
shares
|
$336,178
0.08% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
7,140
shares
|
$316,873
0.02% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
7,013
shares
|
$311,236
0.13% of portfolio
|
Q3 2025
Added 26.34%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
6,970
shares
|
$309,328
0.09% of portfolio
|
Q3 2025
Reduced 20.87%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,758
shares
|
$299,920
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
6,641
shares
|
$294,727
0.1% of portfolio
|
Q4 2025
Added 7.04%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
6,635
shares
|
$294,461
0.03% of portfolio
|
Q3 2025
Reduced 26.31%
|
|
|
Edge Rock Capital LLC
|
Oct 28, 2025 Q3 2025 |
6,594
shares
|
$292,641
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
6,559
shares
|
$291,088
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
6,555
shares
|
$290,910
0.0% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
6,354
shares
|
$281,990
0.03% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
6,352
shares
|
$281,901
0.01% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
6,066
shares
|
$269,209
0.01% of portfolio
|
Q3 2025
Added 16.81%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
6,031
shares
|
$267,655
0.12% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
5,864
shares
|
$260,244
0.03% of portfolio
|
Q3 2025
Added 27.12%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
5,782
shares
|
$256,605
0.07% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
5,687
shares
|
$252,389
0.01% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
5,604
shares
|
$248,705
0.01% of portfolio
|
Q3 2025
New holding
|
|