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 368 institutions that hold shares in the stock, with a total of 82.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
2,327
shares
|
$101,876
0.03% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
2,000
shares
|
$87,560
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,860
shares
|
$81,430
0.0% of portfolio
|
Q1 2025
Reduced 80.44%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,802
shares
|
$78,891
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,722
shares
|
$75,389
0.0% of portfolio
|
Q1 2025
Reduced 28.75%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
1,657
shares
|
$72,543
0.03% of portfolio
|
Q1 2025
Reduced 28.11%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
1,500
shares
|
$65,670
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
1,275
shares
|
$55,819
0.02% of portfolio
|
Q3 2024
Reduced 26.3%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,196
shares
|
$52,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,188
shares
|
$52,010
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,011
shares
|
$44,261
0.04% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
807
shares
|
$35,330
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
630
shares
|
$27,581
0.03% of portfolio
|
Q1 2025
Reduced 38.66%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
563
shares
|
$24,648
0.0% of portfolio
|
Q1 2025
Reduced 14.7%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
541
shares
|
$23,684
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
480
shares
|
$21,014
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
458
shares
|
$20,051
0.0% of portfolio
|
Q1 2025
Added 182.72%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
441
shares
|
$19,306
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
410
shares
|
$17,949
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
381
shares
|
$16,680
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
325
shares
|
$14,228
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
302
shares
|
$13,221
0.0% of portfolio
|
Q2 2024
Reduced 82.2%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
287
shares
|
$12,564
0.0% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
253
shares
|
$11,076
0.0% of portfolio
|
Q1 2025
Reduced 99.88%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
222
shares
|
$9,719
0.04% of portfolio
|
Q3 2024
New holding
|