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 |
|---|---|---|---|---|---|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
1,275
shares
|
$55,284
0.02% of portfolio
|
Q3 2024
Reduced 26.3%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,152
shares
|
$49,950
0.04% of portfolio
|
Q3 2024
Reduced 90.13%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,105
shares
|
$47,912
0.01% of portfolio
|
Q3 2024
Reduced 22.84%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
900
shares
|
$39,024
0.0% of portfolio
|
Q1 2024
Reduced 59.96%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
807
shares
|
$34,991
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
591
shares
|
$25,625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
480
shares
|
$20,812
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
409
shares
|
$17,734
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
325
shares
|
$14,092
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
316
shares
|
$13,701
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
302
shares
|
$13,094
0.01% of portfolio
|
Q2 2024
Reduced 82.2%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
283
shares
|
$12,270
0.0% of portfolio
|
Q3 2024
Reduced 29.07%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
222
shares
|
$9,625
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
215
shares
|
$9,322
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
201
shares
|
$8,715
0.0% of portfolio
|
Q3 2024
Reduced 92.61%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
187
shares
|
$8,108
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
181
shares
|
$7,848
0.0% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
144
shares
|
$6,243
0.0% of portfolio
|
Q1 2024
Reduced 33.02%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
136
shares
|
$5,896
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
96
shares
|
$4,162
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
75
shares
|
$3,252
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
71
shares
|
$3,078
0.0% of portfolio
|
Q4 2023
Reduced 17.44%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
36
shares
|
$1,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
26
shares
|
$1,127
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
7
shares
|
$303
0.0% of portfolio
|
Q3 2024
New holding
|