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 |
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
170,592
shares
|
$7.47 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
|
$7.33 Million
0.56% of portfolio
|
Q4 2024
Added 2.36%
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
161,559
shares
|
$7.07 Million
3.0% of portfolio
|
Q4 2024
Added 6.64%
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
155,746
shares
|
$6.82 Million
0.01% of portfolio
|
Q4 2024
Added 0.31%
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
152,104
shares
|
$6.66 Million
0.21% of portfolio
|
Q4 2024
Added 3.21%
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
144,085
shares
|
$6.31 Million
0.21% of portfolio
|
Q1 2025
Added 11.01%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
140,606
shares
|
$6.16 Million
0.26% of portfolio
|
Q3 2022
Added 396.93%
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
139,459
shares
|
$6.11 Million
2.7% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
139,222
shares
|
$6.1 Million
4.88% of portfolio
|
Q4 2024
Reduced 44.73%
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
137,443
shares
|
$6.02 Million
0.41% of portfolio
|
Q4 2024
Added 35.94%
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
137,278
shares
|
$6.01 Million
0.02% of portfolio
|
Q4 2024
Added 46.79%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
136,653
shares
|
$5.98 Million
0.0% of portfolio
|
Q4 2024
Reduced 55.86%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
135,515
shares
|
$5.93 Million
0.08% of portfolio
|
Q1 2025
Reduced 24.45%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
135,288
shares
|
$5.92 Million
0.09% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
134,660
shares
|
$5.9 Million
0.43% of portfolio
|
Q1 2025
Added 4.17%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
131,182
shares
|
$5.74 Million
0.19% of portfolio
|
Q4 2024
Added 8.94%
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
128,654
shares
|
$5.63 Million
2.37% of portfolio
|
Q1 2025
Reduced 28.99%
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
127,807
shares
|
$5.6 Million
4.62% of portfolio
|
Q1 2025
Added 4.13%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
123,064
shares
|
$5.39 Million
0.11% of portfolio
|
Q1 2025
Added 65.49%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
122,884
shares
|
$5.38 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
122,604
shares
|
$5.37 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
121,747
shares
|
$5.33 Million
0.03% of portfolio
|
Q1 2025
Reduced 67.32%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
119,101
shares
|
$5.21 Million
0.09% of portfolio
|
Q2 2024
Added 11.17%
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
118,931
shares
|
$5.21 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
111,555
shares
|
$4.88 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.97%
|