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 380 institutions that hold shares in the stock, with a total of 94.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
136,653
shares
|
$5.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 55.86%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
131,182
shares
|
$5.75 Million
0.19% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
130,756
shares
|
$5.73 Million
0.16% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
130,259
shares
|
$5.71 Million
0.07% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
129,799
shares
|
$5.69 Million
0.24% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
129,274
shares
|
$5.67 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
128,577
shares
|
$5.64 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
126,680
shares
|
$5.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 38.55%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
122,829
shares
|
$5.39 Million
1.21% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
122,742
shares
|
$5.38 Million
4.38% of portfolio
|
Q4 2024
Added 17.86%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
122,617
shares
|
$5.38 Million
0.53% of portfolio
|
Q4 2024
Reduced 30.97%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
121,125
shares
|
$5.31 Million
0.15% of portfolio
|
Q4 2024
Added 39.28%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
120,735
shares
|
$5.29 Million
0.79% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
119,101
shares
|
$5.22 Million
0.09% of portfolio
|
Q2 2024
Added 11.17%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
113,624
shares
|
$4.98 Million
0.87% of portfolio
|
Q4 2024
Reduced 40.51%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
111,555
shares
|
$4.89 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
110,938
shares
|
$4.86 Million
1.55% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
105,928
shares
|
$4.64 Million
1.67% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
101,102
shares
|
$4.43 Million
0.32% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
98,716
shares
|
$4.33 Million
1.25% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
97,341
shares
|
$4.27 Million
0.02% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
94,559
shares
|
$4.15 Million
0.04% of portfolio
|
Q4 2024
Reduced 43.97%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
94,097
shares
|
$4.13 Million
0.12% of portfolio
|
Q4 2024
Reduced 40.43%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
90,499
shares
|
$3.97 Million
0.01% of portfolio
|
Q4 2024
Added 19.63%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
89,555
shares
|
$3.93 Million
1.03% of portfolio
|
Q4 2024
Added 4.15%
|