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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
47,715
shares
|
$2.1 Million
0.1% of portfolio
|
Q1 2025
Reduced 25.49%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
47,465
shares
|
$2.08 Million
0.14% of portfolio
|
Q1 2025
Added 87.1%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
46,817
shares
|
$2.06 Million
1.23% of portfolio
|
Q2 2024
Reduced 70.54%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
46,741
shares
|
$2.05 Million
0.46% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
46,496
shares
|
$2.04 Million
0.52% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
46,375
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.23%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
45,586
shares
|
$2 Million
1.23% of portfolio
|
Q1 2025
Reduced 43.09%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
44,001
shares
|
$1.93 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
43,916
shares
|
$1.93 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
43,141
shares
|
$1.89 Million
0.78% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
42,846
shares
|
$1.88 Million
0.86% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
41,412
shares
|
$1.82 Million
0.06% of portfolio
|
Q1 2025
Added 30.06%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
39,775
shares
|
$1.75 Million
0.1% of portfolio
|
Q1 2025
Added 12.66%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
38,999
shares
|
$1.71 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
38,287
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 530.97%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
37,927
shares
|
$1.67 Million
0.75% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
37,564
shares
|
$1.65 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
37,393
shares
|
$1.64 Million
1.02% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
37,104
shares
|
$1.63 Million
2.51% of portfolio
|
Q4 2022
Added 27.36%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,515
shares
|
$1.6 Million
0.04% of portfolio
|
Q4 2023
Reduced 3.25%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
36,222
shares
|
$1.59 Million
0.11% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
35,773
shares
|
$1.57 Million
1.56% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
35,326
shares
|
$1.55 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
33,423
shares
|
$1.47 Million
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
33,010
shares
|
$1.45 Million
1.01% of portfolio
|
Q2 2025
Reduced 72.5%
|