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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
88,232
shares
|
$3.87 Million
0.11% of portfolio
|
Q1 2025
Reduced 32.52%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
87,762
shares
|
$3.85 Million
0.31% of portfolio
|
Q1 2025
Reduced 47.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
86,758
shares
|
$3.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 61.37%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
85,833
shares
|
$3.77 Million
2.32% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
84,514
shares
|
$3.71 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.18%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
82,878
shares
|
$3.64 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
82,339
shares
|
$3.62 Million
0.95% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
82,097
shares
|
$3.6 Million
0.63% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
80,517
shares
|
$3.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 36.44%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
79,802
shares
|
$3.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 34.12%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
79,597
shares
|
$3.5 Million
0.12% of portfolio
|
Q1 2025
Reduced 47.67%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
77,827
shares
|
$3.42 Million
0.5% of portfolio
|
Q2 2025
Reduced 67.06%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
77,456
shares
|
$3.4 Million
0.29% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
77,456
shares
|
$3.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
75,258
shares
|
$3.3 Million
0.11% of portfolio
|
Q1 2025
Reduced 67.31%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
74,756
shares
|
$3.28 Million
0.09% of portfolio
|
Q1 2024
Added 9.56%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
74,694
shares
|
$3.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
74,556
shares
|
$3.27 Million
0.56% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
73,950
shares
|
$3.25 Million
1.09% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
72,972
shares
|
$3.2 Million
0.03% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
71,964
shares
|
$3.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.48%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
70,547
shares
|
$3.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
67,999
shares
|
$2.99 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
67,639
shares
|
$2.97 Million
2.88% of portfolio
|
Q2 2023
Added 1.81%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
67,495
shares
|
$2.96 Million
0.1% of portfolio
|
Q1 2025
Reduced 89.47%
|