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 |
|---|---|---|---|---|---|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
223,255
shares
|
$9.67 Million
1.32% of portfolio
|
Q4 2024
Reduced 27.13%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
215,249
shares
|
$9.33 Million
1.9% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
208,962
shares
|
$9.05 Million
0.24% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
208,649
shares
|
$9.04 Million
4.66% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
206,230
shares
|
$8.94 Million
2.49% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
187,365
shares
|
$8.12 Million
0.5% of portfolio
|
Q4 2024
Reduced 27.87%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
183,242
shares
|
$7.94 Million
0.28% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
181,185
shares
|
$7.85 Million
3.29% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
179,378
shares
|
$7.77 Million
0.09% of portfolio
|
Q4 2024
Reduced 39.74%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
174,783
shares
|
$7.57 Million
3.43% of portfolio
|
Q4 2024
Added 52.66%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
171,369
shares
|
$7.43 Million
0.35% of portfolio
|
Q4 2024
Added 115.52%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
170,592
shares
|
$7.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 48.64%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
167,416
shares
|
$7.25 Million
0.56% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
161,948
shares
|
$7.02 Million
0.26% of portfolio
|
Q4 2024
Added 19.02%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
161,559
shares
|
$7 Million
3.0% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
155,746
shares
|
$6.75 Million
0.01% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
155,069
shares
|
$6.72 Million
1.03% of portfolio
|
Q4 2024
Added 19.08%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
152,617
shares
|
$6.61 Million
0.05% of portfolio
|
Q4 2024
Reduced 96.09%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
152,104
shares
|
$6.59 Million
0.21% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
151,062
shares
|
$6.55 Million
0.09% of portfolio
|
Q4 2024
Reduced 12.79%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
147,981
shares
|
$6.41 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
141,393
shares
|
$6.13 Million
2.69% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
140,606
shares
|
$6.09 Million
0.26% of portfolio
|
Q3 2022
Added 396.93%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
139,222
shares
|
$6.03 Million
4.88% of portfolio
|
Q4 2024
Reduced 44.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
137,278
shares
|
$5.95 Million
0.02% of portfolio
|
Q4 2024
Added 46.79%
|