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 |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
7,230
shares
|
$313,275
0.0% of portfolio
|
Q4 2022
Reduced 24.65%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
7,022
shares
|
$304,263
0.11% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
6,909
shares
|
$299,366
0.15% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
6,850
shares
|
$296,810
0.08% of portfolio
|
Q4 2022
Reduced 7.31%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
6,772
shares
|
$293,430
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,758
shares
|
$292,824
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,732
shares
|
$291,697
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
6,641
shares
|
$287,754
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
6,436
shares
|
$278,871
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
6,376
shares
|
$276,272
0.12% of portfolio
|
Q4 2024
Reduced 18.78%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
6,281
shares
|
$272,155
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
6,252
shares
|
$270,899
0.03% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
6,184
shares
|
$267,952
0.02% of portfolio
|
Q4 2024
Reduced 22.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
6,172
shares
|
$267,432
0.0% of portfolio
|
Q4 2024
Reduced 90.23%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
6,068
shares
|
$262,926
0.0% of portfolio
|
Q4 2024
Reduced 28.6%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,034
shares
|
$261,453
0.02% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Chiron Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,770
shares
|
$250,014
0.24% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
5,614
shares
|
$243,254
0.17% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
5,520
shares
|
$239,181
0.0% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,342
shares
|
$231,468
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
5,198
shares
|
$225,229
0.01% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,187
shares
|
$224,752
0.07% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
5,183
shares
|
$224,579
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,091
shares
|
$220,593
0.01% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
5,034
shares
|
$218,123
0.04% of portfolio
|
Q4 2024
Reduced 7.19%
|