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 |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
23,713
shares
|
$1.04 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
23,486
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
23,485
shares
|
$1.03 Million
0.61% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
23,252
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
Reduced 51.95%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
22,632
shares
|
$993,771
0.22% of portfolio
|
Q2 2025
Reduced 24.77%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
22,081
shares
|
$969,576
0.09% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
21,793
shares
|
$956,930
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
21,678
shares
|
$951,880
0.45% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
21,486
shares
|
$943,450
0.1% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
21,301
shares
|
$935,326
0.75% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
21,164
shares
|
$929,311
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,940
shares
|
$919,475
0.02% of portfolio
|
Q3 2024
Added 30.03%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
20,901
shares
|
$917,762
0.53% of portfolio
|
Q1 2025
Added 118.63%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
20,583
shares
|
$903,799
0.43% of portfolio
|
Q1 2025
Reduced 16.88%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
19,660
shares
|
$863,270
0.18% of portfolio
|
Q1 2025
Reduced 25.95%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,540
shares
|
$858,001
0.06% of portfolio
|
Q4 2023
Reduced 1.19%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
19,290
shares
|
$847,023
0.3% of portfolio
|
Q2 2025
Reduced 51.8%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
18,406
shares
|
$808,207
0.31% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
18,405
shares
|
$808,163
0.0% of portfolio
|
Q1 2025
Added 198.2%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
18,085
shares
|
$794,112
0.15% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
17,873
shares
|
$784,803
0.23% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
17,242
shares
|
$757,096
0.2% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
17,170
shares
|
$753,934
0.18% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
16,832
shares
|
$739,093
0.08% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
16,471
shares
|
$723,241
0.06% of portfolio
|
Q1 2025
Reduced 6.9%
|