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 |
|---|---|---|---|---|---|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
22,772
shares
|
$1.01 Million
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
22,666
shares
|
$1.01 Million
0.2% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,657
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2025
Reduced 78.86%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
22,575
shares
|
$1 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
22,356
shares
|
$992,159
0.27% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
22,081
shares
|
$979,954
0.08% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
21,793
shares
|
$967,173
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
21,412
shares
|
$950,264
0.06% of portfolio
|
Q3 2025
Reduced 13.74%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,940
shares
|
$929,317
0.02% of portfolio
|
Q3 2024
Added 30.03%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
20,802
shares
|
$923,192
0.64% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
20,769
shares
|
$921,728
0.39% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
20,394
shares
|
$905,085
0.03% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
20,366
shares
|
$903,843
0.0% of portfolio
|
Q3 2025
Reduced 15.31%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
19,926
shares
|
$884,315
0.09% of portfolio
|
Q3 2025
Reduced 36.44%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,540
shares
|
$867,185
0.06% of portfolio
|
Q4 2023
Reduced 1.19%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
19,290
shares
|
$856,090
0.3% of portfolio
|
Q2 2025
Reduced 51.8%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
19,257
shares
|
$854,625
0.09% of portfolio
|
Q3 2025
Reduced 48.74%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
19,170
shares
|
$850,764
0.19% of portfolio
|
Q3 2025
Added 11.65%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
18,592
shares
|
$825,112
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
18,085
shares
|
$802,612
0.15% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
18,066
shares
|
$801,769
0.09% of portfolio
|
Q3 2025
Reduced 65.09%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
18,000
shares
|
$798,840
0.06% of portfolio
|
Q3 2025
Reduced 47.83%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
17,975
shares
|
$797,730
0.27% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
17,951
shares
|
$796,665
0.21% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
17,871
shares
|
$793,114
0.03% of portfolio
|
Q3 2025
Reduced 2.46%
|
|