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 340 institutions that hold shares in the stock, with a total of 69.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
578,922
shares
|
$25.7 Million
0.05% of portfolio
|
Q3 2025
Added 1939.97%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
559,749
shares
|
$24.8 Million
0.66% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
533,624
shares
|
$23.7 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
526,350
shares
|
$23.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
525,848
shares
|
$23.3 Million
0.04% of portfolio
|
Q3 2025
Added 49.74%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
525,519
shares
|
$23.3 Million
14.54% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
520,633
shares
|
$23.1 Million
1.56% of portfolio
|
Q3 2025
Added 19.41%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
495,265
shares
|
$22 Million
0.27% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
492,055
shares
|
$21.8 Million
0.11% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
471,877
shares
|
$20.9 Million
9.39% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
425,837
shares
|
$18.9 Million
0.02% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
370,931
shares
|
$16.5 Million
3.09% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
367,704
shares
|
$16.3 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
353,197
shares
|
$15.7 Million
5.52% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
343,085
shares
|
$15.2 Million
1.82% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
333,069
shares
|
$14.8 Million
5.58% of portfolio
|
Q3 2024
Added 37.23%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
331,976
shares
|
$14.7 Million
0.49% of portfolio
|
Q4 2025
Added 109.26%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
320,165
shares
|
$14.2 Million
9.0% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
298,695
shares
|
$13.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 17.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
276,758
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
268,632
shares
|
$11.9 Million
6.33% of portfolio
|
Q2 2024
Added 3.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
240,284
shares
|
$10.7 Million
0.03% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
236,201
shares
|
$10.5 Million
1.66% of portfolio
|
Q3 2025
Added 9.64%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
229,095
shares
|
$10.2 Million
3.13% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
208,556
shares
|
$9.26 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.72%
|
|