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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
684,699
shares
|
$30.1 Million
0.33% of portfolio
|
Q1 2025
Reduced 20.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
663,661
shares
|
$29.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 28.93%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
590,453
shares
|
$25.9 Million
3.39% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
586,431
shares
|
$25.8 Million
0.35% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
585,545
shares
|
$25.7 Million
1.21% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
564,371
shares
|
$24.8 Million
6.98% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
505,778
shares
|
$22.2 Million
0.04% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
491,032
shares
|
$21.6 Million
10.62% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
475,420
shares
|
$20.9 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
454,617
shares
|
$20 Million
1.35% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
453,387
shares
|
$19.9 Million
14.32% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
451,699
shares
|
$19.8 Million
0.55% of portfolio
|
Q1 2025
Reduced 25.32%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
449,845
shares
|
$19.8 Million
2.02% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
436,011
shares
|
$19.1 Million
1.65% of portfolio
|
Q1 2025
Added 12.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
417,767
shares
|
$18.3 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
394,786
shares
|
$17.3 Million
0.03% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
367,704
shares
|
$16.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
364,132
shares
|
$16 Million
0.1% of portfolio
|
Q1 2025
Reduced 19.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
363,073
shares
|
$15.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 62.03%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
343,027
shares
|
$15.1 Million
3.67% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
339,776
shares
|
$14.9 Million
6.62% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
333,069
shares
|
$14.6 Million
5.58% of portfolio
|
Q3 2024
Added 37.23%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
320,690
shares
|
$14.1 Million
1.95% of portfolio
|
Q1 2025
Reduced 83.9%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
316,518
shares
|
$13.9 Million
9.64% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
303,486
shares
|
$13.3 Million
1.91% of portfolio
|
Q1 2025
Reduced 20.84%
|