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 |
|---|---|---|---|---|---|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
7,813
shares
|
$343,068
0.1% of portfolio
|
Q1 2025
Reduced 23.64%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
7,784
shares
|
$341,795
0.12% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
7,256
shares
|
$318,610
0.08% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
7,230
shares
|
$317,469
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
7,116
shares
|
$312,463
0.19% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,086
shares
|
$311,146
0.01% of portfolio
|
Q1 2025
Added 36.32%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
7,061
shares
|
$310,048
0.03% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
7,008
shares
|
$307,721
0.11% of portfolio
|
Q1 2025
Reduced 73.33%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,758
shares
|
$296,743
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
6,587
shares
|
$289,235
0.12% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
6,555
shares
|
$287,830
0.0% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
6,381
shares
|
$280,189
0.23% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
6,295
shares
|
$276,413
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
6,284
shares
|
$275,930
0.03% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
6,250
shares
|
$274,437
0.01% of portfolio
|
Q1 2025
Reduced 35.06%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
6,189
shares
|
$271,758
0.05% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
6,041
shares
|
$265,260
0.13% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
5,980
shares
|
$262,581
0.07% of portfolio
|
Q2 2025
Reduced 43.04%
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
5,770
shares
|
$253,360
0.23% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
5,700
shares
|
$250,286
0.08% of portfolio
|
Q1 2025
Reduced 18.83%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
5,519
shares
|
$242,339
0.2% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
5,492
shares
|
$241,153
0.13% of portfolio
|
Q1 2025
Reduced 20.51%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,482
shares
|
$240,714
0.02% of portfolio
|
Q1 2025
Reduced 52.51%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,398
shares
|
$237,026
0.01% of portfolio
|
Q1 2025
Reduced 43.41%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
5,361
shares
|
$235,401
0.0% of portfolio
|
Q1 2025
Reduced 50.52%
|