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 |
|---|---|---|---|---|---|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
89,323
shares
|
$3.87 Million
1.06% of portfolio
|
Q4 2024
Reduced 37.01%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
88,426
shares
|
$3.83 Million
2.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
88,215
shares
|
$3.82 Million
0.04% of portfolio
|
Q4 2024
Reduced 47.15%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
87,812
shares
|
$3.8 Million
0.15% of portfolio
|
Q4 2024
Added 21.82%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
86,153
shares
|
$3.73 Million
0.23% of portfolio
|
Q4 2024
Added 159.72%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
85,872
shares
|
$3.72 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
85,344
shares
|
$3.7 Million
2.21% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
82,418
shares
|
$3.57 Million
1.01% of portfolio
|
Q4 2024
Added 91.05%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
81,184
shares
|
$3.52 Million
0.23% of portfolio
|
Q4 2024
Reduced 22.98%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
80,370
shares
|
$3.48 Million
0.99% of portfolio
|
Q4 2024
Reduced 58.24%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
80,318
shares
|
$3.48 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
80,104
shares
|
$3.47 Million
1.88% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
79,817
shares
|
$3.46 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.75%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
79,554
shares
|
$3.45 Million
0.04% of portfolio
|
Q4 2024
Reduced 44.26%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
76,809
shares
|
$3.33 Million
0.28% of portfolio
|
Q4 2024
Reduced 45.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
75,215
shares
|
$3.26 Million
0.12% of portfolio
|
Q4 2024
Added 205.16%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
74,877
shares
|
$3.24 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
74,756
shares
|
$3.24 Million
0.09% of portfolio
|
Q1 2024
Added 9.56%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
74,655
shares
|
$3.23 Million
0.63% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
74,365
shares
|
$3.22 Million
0.07% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
73,968
shares
|
$3.21 Million
0.05% of portfolio
|
Q4 2024
Added 54.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
72,993
shares
|
$3.16 Million
0.08% of portfolio
|
Q4 2024
Reduced 13.28%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
71,285
shares
|
$3.09 Million
1.06% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
71,145
shares
|
$3.08 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
70,231
shares
|
$3.04 Million
0.03% of portfolio
|
Q4 2024
Added 7.57%
|