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 |
|---|---|---|---|---|---|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,946
shares
|
$214,310
0.1% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
4,792
shares
|
$207,637
0.02% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
4,742
shares
|
$205,470
0.03% of portfolio
|
Q4 2024
Reduced 75.97%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
4,671
shares
|
$202,394
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
4,335
shares
|
$187,835
0.02% of portfolio
|
Q4 2024
Reduced 18.73%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
3,478
shares
|
$150,701
0.09% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
3,001
shares
|
$130,033
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,843
shares
|
$123,187
0.01% of portfolio
|
Q2 2022
Reduced 6.33%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2,811
shares
|
$121,800
0.01% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,417
shares
|
$104,728
0.0% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
2,316
shares
|
$100,352
0.03% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
2,305
shares
|
$99,875
0.04% of portfolio
|
Q4 2024
Reduced 47.92%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,802
shares
|
$78,080
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,500
shares
|
$64,995
0.0% of portfolio
|
Q2 2024
Added 34.41%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$64,995
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
1,275
shares
|
$55,245
0.02% of portfolio
|
Q3 2024
Reduced 26.3%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,196
shares
|
$51,822
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,188
shares
|
$51,476
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
1,027
shares
|
$44,499
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,011
shares
|
$43,806
0.04% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
950
shares
|
$41,163
0.01% of portfolio
|
Q4 2024
Reduced 40.63%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
900
shares
|
$38,997
0.0% of portfolio
|
Q1 2024
Reduced 59.96%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
807
shares
|
$34,967
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
660
shares
|
$28,597
0.0% of portfolio
|
Q4 2024
Reduced 49.85%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
490
shares
|
$21,231
0.01% of portfolio
|
Q4 2024
New holding
|