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 |
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
343,027
shares
|
$15 Million
3.67% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
339,776
shares
|
$14.9 Million
6.62% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
335,748
shares
|
$14.7 Million
0.76% of portfolio
|
Q1 2025
Reduced 32.11%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
333,069
shares
|
$14.6 Million
5.58% of portfolio
|
Q3 2024
Added 37.23%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
312,554
shares
|
$13.7 Million
0.27% of portfolio
|
Q4 2024
Reduced 97.67%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
May 12, 2025 Q1 2025 |
311,059
shares
|
$13.6 Million
9.99% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
309,173
shares
|
$13.5 Million
0.0% of portfolio
|
Q4 2024
Added 6008.93%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
295,832
shares
|
$13 Million
0.04% of portfolio
|
Q1 2025
Reduced 50.99%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
295,120
shares
|
$12.9 Million
0.32% of portfolio
|
Q4 2024
Reduced 96.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
279,535
shares
|
$12.2 Million
0.38% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
268,632
shares
|
$11.8 Million
6.33% of portfolio
|
Q2 2024
Added 3.48%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
241,860
shares
|
$10.6 Million
0.74% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
239,623
shares
|
$10.5 Million
3.86% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
236,645
shares
|
$10.4 Million
3.77% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
236,303
shares
|
$10.3 Million
1.57% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
231,743
shares
|
$10.1 Million
5.66% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
226,484
shares
|
$9.92 Million
2.01% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
216,195
shares
|
$9.47 Million
1.95% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
209,560
shares
|
$9.17 Million
4.13% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
209,259
shares
|
$9.16 Million
0.3% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
208,962
shares
|
$9.15 Million
0.24% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
194,977
shares
|
$8.54 Million
1.18% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
191,889
shares
|
$8.4 Million
0.36% of portfolio
|
Q1 2025
Reduced 30.94%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
187,365
shares
|
$8.2 Million
0.5% of portfolio
|
Q4 2024
Reduced 27.87%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
178,358
shares
|
$7.81 Million
0.3% of portfolio
|
Q1 2025
Added 10.13%
|