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 366 institutions that hold shares in the stock, with a total of 85.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.76 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 |
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
819,119
shares
|
$35.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
792,984
shares
|
$34.7 Million
0.21% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
750,109
shares
|
$32.8 Million
9.7% of portfolio
|
Q2 2023
Added 5.61%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
727,360
shares
|
$31.8 Million
6.53% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
590,453
shares
|
$25.9 Million
3.39% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
586,431
shares
|
$25.7 Million
0.35% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
585,545
shares
|
$25.6 Million
1.21% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
564,371
shares
|
$24.7 Million
6.98% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
529,811
shares
|
$23.2 Million
0.64% of portfolio
|
Q1 2025
Added 189.13%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
498,755
shares
|
$21.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
491,032
shares
|
$21.5 Million
10.62% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
490,908
shares
|
$21.5 Million
0.51% of portfolio
|
Q4 2024
Reduced 22.57%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
478,510
shares
|
$20.9 Million
0.04% of portfolio
|
Q4 2024
Added 52.17%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
451,699
shares
|
$19.8 Million
0.55% of portfolio
|
Q1 2025
Reduced 25.32%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
449,845
shares
|
$19.7 Million
2.02% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
428,021
shares
|
$18.7 Million
1.23% of portfolio
|
Q4 2024
Added 297136.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
427,901
shares
|
$18.7 Million
0.17% of portfolio
|
Q4 2024
Reduced 28.86%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
424,773
shares
|
$18.6 Million
12.17% of portfolio
|
Q4 2024
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
421,266
shares
|
$18.4 Million
9.6% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
386,356
shares
|
$16.9 Million
1.53% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
383,401
shares
|
$16.8 Million
2.34% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
367,704
shares
|
$16.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
364,132
shares
|
$15.9 Million
0.1% of portfolio
|
Q1 2025
Reduced 19.1%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
350,324
shares
|
$15.3 Million
0.03% of portfolio
|
Q4 2024
Added 216.98%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
343,656
shares
|
$15 Million
2.59% of portfolio
|
Q2 2023
Added 4.85%
|