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 376 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 $4.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
21,666
shares
|
$938,787
0.02% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
21,472
shares
|
$930,381
0.11% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,940
shares
|
$907,330
0.02% of portfolio
|
Q3 2024
Added 30.03%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
20,694
shares
|
$896,671
0.1% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
20,248
shares
|
$877,345
0.41% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
19,953
shares
|
$864,563
0.33% of portfolio
|
Q4 2024
Reduced 25.59%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
19,562
shares
|
$847,621
0.02% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,540
shares
|
$846,668
0.06% of portfolio
|
Q4 2023
Reduced 1.19%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
19,347
shares
|
$838,305
0.08% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
19,142
shares
|
$829,422
0.04% of portfolio
|
Q4 2024
Reduced 25.09%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
18,749
shares
|
$812,394
0.51% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
18,274
shares
|
$791,812
0.31% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
18,085
shares
|
$783,623
0.15% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
17,748
shares
|
$769,020
0.41% of portfolio
|
Q4 2024
Added 22.05%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
17,722
shares
|
$767,894
0.24% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
17,710
shares
|
$767,374
0.19% of portfolio
|
Q1 2024
Reduced 47.07%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
17,692
shares
|
$766,594
0.07% of portfolio
|
Q4 2024
Added 19.83%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
17,161
shares
|
$743,586
0.34% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
17,143
shares
|
$742,806
0.19% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
16,987
shares
|
$736,046
0.04% of portfolio
|
Q3 2024
Added 16.2%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
16,565
shares
|
$717,761
0.06% of portfolio
|
Q4 2024
Added 567.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
16,171
shares
|
$700,689
0.0% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
15,367
shares
|
$665,852
0.22% of portfolio
|
Q4 2024
Added 82.74%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
15,284
shares
|
$662,255
0.36% of portfolio
|
Q4 2024
Added 46.88%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
15,275
shares
|
$661,865
0.42% of portfolio
|
Q4 2024
Added 8.76%
|