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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,722
shares
|
$75,613
0.0% of portfolio
|
Q1 2025
Reduced 28.75%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1,675
shares
|
$73,549
0.03% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
1,500
shares
|
$65,865
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
1,275
shares
|
$55,985
0.02% of portfolio
|
Q3 2024
Reduced 26.3%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,188
shares
|
$52,165
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
1,133
shares
|
$49,750
0.02% of portfolio
|
Q2 2025
Reduced 51.31%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,011
shares
|
$44,393
0.04% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
807
shares
|
$35,435
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
630
shares
|
$27,663
0.03% of portfolio
|
Q1 2025
Reduced 38.66%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
569
shares
|
$24,984
0.0% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
541
shares
|
$23,755
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
480
shares
|
$21,076
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
458
shares
|
$20,110
0.0% of portfolio
|
Q1 2025
Added 182.72%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
441
shares
|
$19,364
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
410
shares
|
$18,003
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
403
shares
|
$17,695
0.0% of portfolio
|
Q1 2025
Added 40200.0%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
381
shares
|
$16,729
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
325
shares
|
$14,270
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
302
shares
|
$13,260
0.0% of portfolio
|
Q2 2024
Reduced 82.2%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
287
shares
|
$12,602
0.0% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
253
shares
|
$11,109
0.0% of portfolio
|
Q1 2025
Reduced 99.88%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
222
shares
|
$9,748
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
198
shares
|
$8,694
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
193
shares
|
$8,474
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
183
shares
|
$8,035
0.0% of portfolio
|
Q4 2024
Added 1.1%
|