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 86.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.78 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 |
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
105,928
shares
|
$4.64 Million
1.67% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
103,957
shares
|
$4.55 Million
1.59% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
100,232
shares
|
$4.39 Million
0.06% of portfolio
|
Q1 2025
Reduced 22.05%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
98,716
shares
|
$4.32 Million
1.25% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
94,559
shares
|
$4.14 Million
0.04% of portfolio
|
Q4 2024
Reduced 43.97%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
92,434
shares
|
$4.05 Million
0.72% of portfolio
|
Q1 2025
Reduced 18.65%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
90,499
shares
|
$3.96 Million
0.01% of portfolio
|
Q4 2024
Added 19.63%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
89,700
shares
|
$3.93 Million
0.62% of portfolio
|
Q1 2025
Reduced 42.15%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
89,254
shares
|
$3.91 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
88,495
shares
|
$3.87 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
88,426
shares
|
$3.87 Million
2.11% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
88,232
shares
|
$3.86 Million
0.11% of portfolio
|
Q1 2025
Reduced 32.52%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
87,812
shares
|
$3.84 Million
0.15% of portfolio
|
Q4 2024
Added 21.82%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
86,758
shares
|
$3.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 61.37%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
85,833
shares
|
$3.76 Million
2.32% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
84,514
shares
|
$3.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.18%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
82,878
shares
|
$3.63 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
82,336
shares
|
$3.6 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
82,097
shares
|
$3.59 Million
0.63% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
81,184
shares
|
$3.55 Million
0.23% of portfolio
|
Q4 2024
Reduced 22.98%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
80,517
shares
|
$3.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 36.44%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
80,104
shares
|
$3.51 Million
1.88% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
79,817
shares
|
$3.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.75%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
79,802
shares
|
$3.49 Million
0.09% of portfolio
|
Q1 2025
Reduced 34.12%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
79,554
shares
|
$3.48 Million
0.04% of portfolio
|
Q4 2024
Reduced 44.26%
|