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 |
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
76,809
shares
|
$3.36 Million
0.28% of portfolio
|
Q4 2024
Reduced 45.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
75,656
shares
|
$3.31 Million
0.08% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
75,258
shares
|
$3.29 Million
0.11% of portfolio
|
Q1 2025
Reduced 67.31%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
74,756
shares
|
$3.27 Million
0.09% of portfolio
|
Q1 2024
Added 9.56%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
74,556
shares
|
$3.26 Million
0.56% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
73,950
shares
|
$3.24 Million
1.09% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
70,547
shares
|
$3.09 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
70,231
shares
|
$3.07 Million
0.03% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
68,128
shares
|
$2.98 Million
0.61% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
67,999
shares
|
$2.98 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
67,639
shares
|
$2.96 Million
2.88% of portfolio
|
Q2 2023
Added 1.81%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
67,495
shares
|
$2.95 Million
0.1% of portfolio
|
Q1 2025
Reduced 89.47%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
66,955
shares
|
$2.93 Million
0.17% of portfolio
|
Q1 2025
Reduced 22.28%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
66,701
shares
|
$2.92 Million
0.06% of portfolio
|
Q4 2024
Added 28.73%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
65,437
shares
|
$2.86 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
64,035
shares
|
$2.8 Million
0.13% of portfolio
|
Q4 2024
Reduced 69.47%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
63,157
shares
|
$2.77 Million
0.59% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
63,037
shares
|
$2.76 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.64%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
61,160
shares
|
$2.68 Million
0.03% of portfolio
|
Q1 2025
Reduced 30.67%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
61,081
shares
|
$2.67 Million
3.02% of portfolio
|
Q1 2025
Added 15.74%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
59,302
shares
|
$2.6 Million
0.61% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
59,188
shares
|
$2.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 96.18%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
58,650
shares
|
$2.57 Million
0.02% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
55,128
shares
|
$2.41 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
54,430
shares
|
$2.38 Million
0.61% of portfolio
|
Q1 2025
Added 10.46%
|