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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
279,535
shares
|
$12.3 Million
0.38% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
268,632
shares
|
$11.8 Million
6.33% of portfolio
|
Q2 2024
Added 3.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
260,300
shares
|
$11.4 Million
0.0% of portfolio
|
Q1 2025
Added 90.48%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
241,860
shares
|
$10.6 Million
0.74% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
241,523
shares
|
$10.6 Million
3.53% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
232,077
shares
|
$10.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 53.47%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
231,743
shares
|
$10.2 Million
5.66% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
216,195
shares
|
$9.49 Million
1.95% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
215,435
shares
|
$9.46 Million
1.63% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
209,560
shares
|
$9.2 Million
4.13% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
209,259
shares
|
$9.19 Million
0.3% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
204,174
shares
|
$8.97 Million
0.02% of portfolio
|
Q2 2025
Reduced 30.98%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
192,342
shares
|
$8.45 Million
0.29% of portfolio
|
Q1 2025
Reduced 63.7%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
192,114
shares
|
$8.44 Million
0.03% of portfolio
|
Q1 2025
Added 39.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
166,052
shares
|
$7.29 Million
0.01% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
163,316
shares
|
$7.17 Million
0.25% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
161,559
shares
|
$7.09 Million
3.0% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
155,434
shares
|
$6.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 49.73%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
153,087
shares
|
$6.72 Million
0.21% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
140,606
shares
|
$6.17 Million
0.26% of portfolio
|
Q3 2022
Added 396.93%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
139,459
shares
|
$6.12 Million
2.7% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
138,330
shares
|
$6.07 Million
0.42% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
135,515
shares
|
$5.95 Million
0.08% of portfolio
|
Q1 2025
Reduced 24.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
135,288
shares
|
$5.94 Million
0.09% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
134,660
shares
|
$5.91 Million
0.43% of portfolio
|
Q1 2025
Added 4.17%
|