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 352 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $4.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
209,769
shares
|
$9.1 Million
0.48% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
207,688
shares
|
$9.01 Million
0.22% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
206,150
shares
|
$8.94 Million
0.03% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
205,117
shares
|
$8.89 Million
3.83% of portfolio
|
Q1 2024
Added 26.84%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
204,439
shares
|
$8.86 Million
2.79% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
195,968
shares
|
$8.5 Million
0.35% of portfolio
|
Q2 2024
Reduced 17.53%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
193,485
shares
|
$8.39 Million
1.7% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
192,470
shares
|
$8.35 Million
2.57% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
191,006
shares
|
$8.28 Million
1.54% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
181,195
shares
|
$7.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.87%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
177,620
shares
|
$7.7 Million
0.89% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
177,248
shares
|
$7.69 Million
3.43% of portfolio
|
Q3 2024
Reduced 16.84%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
174,266
shares
|
$7.56 Million
0.3% of portfolio
|
Q3 2024
Added 16.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
173,219
shares
|
$7.51 Million
0.12% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
168,778
shares
|
$7.32 Million
0.08% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
166,904
shares
|
$7.24 Million
0.08% of portfolio
|
Q3 2024
Reduced 54.62%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
163,553
shares
|
$7.09 Million
0.55% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
157,955
shares
|
$6.85 Million
0.2% of portfolio
|
Q3 2024
Added 43.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
155,260
shares
|
$6.73 Million
0.01% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
151,506
shares
|
$6.57 Million
2.37% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
147,367
shares
|
$6.39 Million
0.2% of portfolio
|
Q3 2024
Added 25.57%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
142,720
shares
|
$6.19 Million
0.1% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
141,814
shares
|
$6.15 Million
1.87% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
140,606
shares
|
$6.1 Million
0.26% of portfolio
|
Q3 2022
Added 396.93%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
139,975
shares
|
$6.07 Million
0.76% of portfolio
|
Q3 2024
Added 6.57%
|