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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
11,547
shares
|
$507,028
0.05% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
11,343
shares
|
$498,071
0.04% of portfolio
|
Q2 2025
Reduced 70.63%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
11,254
shares
|
$494,163
0.02% of portfolio
|
Q1 2025
Reduced 19.16%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
10,991
shares
|
$482,614
0.05% of portfolio
|
Q1 2025
Reduced 73.99%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
10,836
shares
|
$475,808
0.14% of portfolio
|
Q2 2025
Added 12.84%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
10,820
shares
|
$475,106
0.07% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
10,746
shares
|
$471,856
0.01% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
9,547
shares
|
$419,208
0.36% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
9,527
shares
|
$418,330
0.05% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
9,461
shares
|
$415,432
0.01% of portfolio
|
Q2 2025
Reduced 85.82%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
9,408
shares
|
$413,105
0.02% of portfolio
|
Q2 2025
Added 19.19%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
9,383
shares
|
$412,007
0.0% of portfolio
|
Q1 2025
Reduced 82.77%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
8,813
shares
|
$386,978
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
8,674
shares
|
$380,875
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
8,673
shares
|
$380,831
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
8,660
shares
|
$380,260
0.0% of portfolio
|
Q2 2025
Added 44.86%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
8,517
shares
|
$373,981
0.1% of portfolio
|
Q2 2025
Reduced 11.89%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
8,385
shares
|
$368,185
0.02% of portfolio
|
Q1 2025
Reduced 22.04%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,290
shares
|
$364,013
0.08% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
8,271
shares
|
$363,179
0.05% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
8,187
shares
|
$359,491
0.02% of portfolio
|
Q1 2025
Reduced 64.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
8,034
shares
|
$352,772
0.01% of portfolio
|
Q4 2024
Reduced 24.66%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
8,026
shares
|
$352,421
0.04% of portfolio
|
Q4 2024
Added 35.85%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
7,897
shares
|
$346,757
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
7,832
shares
|
$343,903
0.14% of portfolio
|
Q1 2025
Added 15.65%
|