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 69.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
199,136
shares
|
$8.84 Million
0.33% of portfolio
|
Q3 2025
Reduced 33.15%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
198,092
shares
|
$8.79 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
195,178
shares
|
$8.66 Million
2.96% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
167,396
shares
|
$7.43 Million
0.01% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
163,598
shares
|
$7.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 25.44%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
161,671
shares
|
$7.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
161,559
shares
|
$7.17 Million
3.0% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
156,464
shares
|
$6.94 Million
0.01% of portfolio
|
Q3 2025
Added 15.57%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
146,280
shares
|
$6.49 Million
0.08% of portfolio
|
Q3 2025
Added 20.49%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
142,986
shares
|
$6.35 Million
2.95% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
140,606
shares
|
$6.24 Million
0.26% of portfolio
|
Q3 2022
Added 396.93%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2026 Q4 2025 |
140,363
shares
|
$6.23 Million
4.31% of portfolio
|
Q4 2025
Added 2.31%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
136,125
shares
|
$6.04 Million
1.21% of portfolio
|
Q4 2025
Added 4.48%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
130,705
shares
|
$5.8 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
130,544
shares
|
$5.79 Million
0.21% of portfolio
|
Q4 2025
Added 8.34%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
130,238
shares
|
$5.78 Million
0.04% of portfolio
|
Q3 2025
Added 37.63%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
124,702
shares
|
$5.53 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
120,926
shares
|
$5.37 Million
0.07% of portfolio
|
Q4 2025
Added 3.84%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
119,101
shares
|
$5.29 Million
0.09% of portfolio
|
Q2 2024
Added 11.17%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
118,750
shares
|
$5.27 Million
0.03% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
114,478
shares
|
$5.08 Million
0.54% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
113,404
shares
|
$5.03 Million
0.38% of portfolio
|
Q4 2025
Reduced 9.05%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
111,973
shares
|
$4.97 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
109,857
shares
|
$4.88 Million
0.08% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
108,471
shares
|
$4.81 Million
1.37% of portfolio
|
Q3 2025
Added 1.83%
|
|