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 |
|---|---|---|---|---|---|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Oct 31, 2025 Q3 2025 |
76,615
shares
|
$3.4 Million
1.38% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
76,174
shares
|
$3.38 Million
1.16% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
75,505
shares
|
$3.35 Million
0.07% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
74,756
shares
|
$3.32 Million
0.09% of portfolio
|
Q1 2024
Added 9.56%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
74,141
shares
|
$3.29 Million
0.71% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
72,014
shares
|
$3.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
67,888
shares
|
$3.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
67,639
shares
|
$3 Million
2.88% of portfolio
|
Q2 2023
Added 1.81%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
66,289
shares
|
$2.94 Million
0.11% of portfolio
|
Q3 2025
Added 17.05%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
64,380
shares
|
$2.86 Million
0.41% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
64,049
shares
|
$2.84 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
62,475
shares
|
$2.77 Million
0.44% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
61,209
shares
|
$2.72 Million
0.03% of portfolio
|
Q1 2025
Reduced 35.27%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
60,483
shares
|
$2.68 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
56,997
shares
|
$2.53 Million
1.16% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
56,867
shares
|
$2.52 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
56,212
shares
|
$2.49 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
56,209
shares
|
$2.49 Million
0.86% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
55,884
shares
|
$2.48 Million
0.53% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
54,968
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
54,772
shares
|
$2.43 Million
0.12% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
54,548
shares
|
$2.42 Million
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
54,372
shares
|
$2.41 Million
0.33% of portfolio
|
Q3 2025
Reduced 30.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
53,351
shares
|
$2.37 Million
0.01% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
52,693
shares
|
$2.34 Million
0.94% of portfolio
|
Q3 2025
Added 22.98%
|
|