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 |
|---|---|---|---|---|---|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
129,043
shares
|
$5.67 Million
0.75% of portfolio
|
Q2 2025
Reduced 33.82%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
128,703
shares
|
$5.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 24.56%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
128,654
shares
|
$5.65 Million
2.37% of portfolio
|
Q1 2025
Reduced 28.99%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
127,807
shares
|
$5.61 Million
4.62% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
126,298
shares
|
$5.55 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
123,064
shares
|
$5.4 Million
0.11% of portfolio
|
Q1 2025
Added 65.49%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
122,899
shares
|
$5.4 Million
0.47% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
122,604
shares
|
$5.38 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
121,747
shares
|
$5.35 Million
0.03% of portfolio
|
Q1 2025
Reduced 67.32%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
120,838
shares
|
$5.31 Million
1.16% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
119,101
shares
|
$5.23 Million
0.09% of portfolio
|
Q2 2024
Added 11.17%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
107,253
shares
|
$4.71 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
105,749
shares
|
$4.64 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
105,409
shares
|
$4.63 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
105,000
shares
|
$4.61 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
103,957
shares
|
$4.56 Million
1.59% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
103,054
shares
|
$4.53 Million
0.12% of portfolio
|
Q1 2025
Reduced 65.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
100,232
shares
|
$4.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 22.05%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
98,716
shares
|
$4.33 Million
1.25% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
95,658
shares
|
$4.2 Million
0.27% of portfolio
|
Q1 2025
Reduced 48.95%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
93,346
shares
|
$4.1 Million
0.16% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
92,943
shares
|
$4.08 Million
1.35% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
92,434
shares
|
$4.06 Million
0.72% of portfolio
|
Q1 2025
Reduced 18.65%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
91,398
shares
|
$4.01 Million
0.55% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
89,254
shares
|
$3.92 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.34%
|