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 69.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
104,636
shares
|
$4.64 Million
0.58% of portfolio
|
Q3 2025
Reduced 18.91%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
102,267
shares
|
$4.54 Million
0.04% of portfolio
|
Q3 2025
Added 24.04%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
101,161
shares
|
$4.49 Million
0.01% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
100,565
shares
|
$4.46 Million
1.07% of portfolio
|
Q3 2025
Added 22.14%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
100,199
shares
|
$4.45 Million
1.35% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
99,586
shares
|
$4.42 Million
0.13% of portfolio
|
Q3 2025
Added 47.89%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
96,877
shares
|
$4.3 Million
1.48% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
96,642
shares
|
$4.29 Million
1.54% of portfolio
|
Q3 2025
Reduced 16.3%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
93,193
shares
|
$4.14 Million
0.1% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
92,917
shares
|
$4.12 Million
0.11% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
91,720
shares
|
$4.07 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
88,597
shares
|
$3.93 Million
0.5% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
86,337
shares
|
$3.83 Million
1.83% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
85,698
shares
|
$3.8 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
85,481
shares
|
$3.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 40.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
85,358
shares
|
$3.79 Million
0.07% of portfolio
|
Q3 2025
Added 33.9%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
84,819
shares
|
$3.76 Million
0.18% of portfolio
|
Q3 2025
Added 52.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
83,279
shares
|
$3.7 Million
0.09% of portfolio
|
Q3 2025
Reduced 67.04%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
80,097
shares
|
$3.55 Million
0.55% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
79,682
shares
|
$3.54 Million
1.02% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
79,490
shares
|
$3.53 Million
0.01% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
79,128
shares
|
$3.51 Million
0.23% of portfolio
|
Q3 2025
Reduced 12.68%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
78,231
shares
|
$3.47 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
76,810
shares
|
$3.41 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|