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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
45,092
shares
|
$1.98 Million
0.12% of portfolio
|
Q4 2024
Reduced 20.58%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
44,540
shares
|
$1.95 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
43,808
shares
|
$1.92 Million
0.17% of portfolio
|
Q4 2024
Added 27.03%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
43,599
shares
|
$1.91 Million
0.02% of portfolio
|
Q4 2024
Reduced 39.39%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
42,904
shares
|
$1.88 Million
0.78% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
42,254
shares
|
$1.85 Million
0.19% of portfolio
|
Q4 2024
Reduced 89.27%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
40,708
shares
|
$1.79 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
40,005
shares
|
$1.75 Million
0.14% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
39,556
shares
|
$1.73 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
39,272
shares
|
$1.72 Million
0.77% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
38,650
shares
|
$1.69 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
38,188
shares
|
$1.67 Million
0.03% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
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%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
36,333
shares
|
$1.59 Million
0.06% of portfolio
|
Q4 2024
Added 168.4%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
36,280
shares
|
$1.59 Million
0.61% of portfolio
|
Q4 2024
Reduced 36.78%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
36,208
shares
|
$1.59 Million
1.7% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Beck Bode, LLC
|
Feb 14, 2025 Q4 2024 |
35,418
shares
|
$1.55 Million
0.29% of portfolio
|
Q4 2024
Reduced 24.6%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
35,304
shares
|
$1.55 Million
0.09% of portfolio
|
Q4 2024
Reduced 29.21%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
33,601
shares
|
$1.47 Million
0.18% of portfolio
|
Q4 2024
Reduced 9.68%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
33,411
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
33,117
shares
|
$1.45 Million
0.48% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
32,371
shares
|
$1.42 Million
0.02% of portfolio
|
Q4 2024
Added 143.79%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
31,841
shares
|
$1.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 27.6%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
31,397
shares
|
$1.38 Million
0.09% of portfolio
|
Q4 2024
Reduced 92.97%
|