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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
7,880
shares
|
$341,676
0.07% of portfolio
|
Q2 2024
Added 4.59%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
7,850
shares
|
$340,376
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
7,691
shares
|
$333,481
0.01% of portfolio
|
Q3 2024
Added 19.3%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
7,627
shares
|
$330,706
0.0% of portfolio
|
Q3 2024
Added 22.15%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,596
shares
|
$329,362
0.09% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
7,554
shares
|
$327,541
0.11% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
7,492
shares
|
$324,853
0.01% of portfolio
|
Q3 2024
Reduced 72.03%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
7,436
shares
|
$322,424
0.1% of portfolio
|
Q3 2024
Added 51.26%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
7,230
shares
|
$313,492
0.01% of portfolio
|
Q4 2022
Reduced 24.65%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
7,022
shares
|
$304,473
0.12% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
6,886
shares
|
$298,576
0.14% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
6,850
shares
|
$297,016
0.08% of portfolio
|
Q4 2022
Reduced 7.31%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,758
shares
|
$293,026
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
6,707
shares
|
$290,815
0.15% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
6,698
shares
|
$290,425
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
6,405
shares
|
$277,720
0.02% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
6,289
shares
|
$272,691
0.0% of portfolio
|
Q3 2024
Added 25.48%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,200
shares
|
$268,832
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
6,090
shares
|
$264,062
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
6,029
shares
|
$261,417
0.2% of portfolio
|
Q3 2024
Reduced 88.28%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
5,814
shares
|
$252,095
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
5,670
shares
|
$245,851
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,570
shares
|
$241,515
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Q3 Asset Management
|
Nov 14, 2024 Q3 2024 |
5,550
shares
|
$240,648
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
5,503
shares
|
$238,610
0.01% of portfolio
|
Q3 2024
Added 6.13%
|