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 |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
480
shares
|
$20,798
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
410
shares
|
$17,765
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
325
shares
|
$14,082
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
323
shares
|
$13,995
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
302
shares
|
$13,085
0.0% of portfolio
|
Q2 2024
Reduced 82.2%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
289
shares
|
$12,522
0.0% of portfolio
|
Q4 2024
Reduced 84.22%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
283
shares
|
$12,262
0.0% of portfolio
|
Q3 2024
Reduced 29.07%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
222
shares
|
$9,619
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
209
shares
|
$9,055
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
183
shares
|
$7,929
0.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
162
shares
|
$7,019
0.0% of portfolio
|
Q4 2024
Added 128.17%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
114
shares
|
$4,939
0.0% of portfolio
|
Q4 2024
Reduced 43.28%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
96
shares
|
$4,159
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
95
shares
|
$4,116
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
75
shares
|
$3,249
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
69
shares
|
$2,989
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
44
shares
|
$1,906
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
42
shares
|
$1,819
0.0% of portfolio
|
Q4 2024
Reduced 80.47%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
31
shares
|
$1,343
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
29
shares
|
$1,256
0.0% of portfolio
|
Q4 2024
Reduced 84.49%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
28
shares
|
$1,213
0.11% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
27
shares
|
$1,169
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
7
shares
|
$303
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
3
shares
|
$129
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1
shares
|
$43
0.0% of portfolio
|
Q2 2024
Reduced 98.85%
|