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 |
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
53,823
shares
|
$2.36 Million
0.35% of portfolio
|
Q1 2025
Reduced 35.71%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
52,648
shares
|
$2.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
51,658
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
49,772
shares
|
$2.18 Million
0.66% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
49,698
shares
|
$2.18 Million
0.49% of portfolio
|
Q1 2025
Reduced 38.12%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
48,392
shares
|
$2.12 Million
0.19% of portfolio
|
Q4 2024
Added 39.15%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
48,125
shares
|
$2.11 Million
0.09% of portfolio
|
Q1 2025
Added 32.46%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
47,833
shares
|
$2.09 Million
0.89% of portfolio
|
Q1 2025
Added 21.8%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
47,465
shares
|
$2.08 Million
0.14% of portfolio
|
Q1 2025
Added 87.1%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
46,817
shares
|
$2.05 Million
1.23% of portfolio
|
Q2 2024
Reduced 70.54%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
46,741
shares
|
$2.05 Million
0.46% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
46,695
shares
|
$2.04 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
46,496
shares
|
$2.04 Million
0.52% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
46,180
shares
|
$2.02 Million
0.93% of portfolio
|
Q1 2025
Reduced 73.58%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
45,331
shares
|
$1.98 Million
0.28% of portfolio
|
Q1 2025
Reduced 12.42%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
45,092
shares
|
$1.97 Million
0.12% of portfolio
|
Q4 2024
Reduced 20.58%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
44,418
shares
|
$1.94 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
43,141
shares
|
$1.89 Million
0.78% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
42,893
shares
|
$1.88 Million
1.42% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
40,019
shares
|
$1.75 Million
0.71% of portfolio
|
Q1 2025
Reduced 29.41%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
39,775
shares
|
$1.74 Million
0.1% of portfolio
|
Q1 2025
Added 12.66%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
38,999
shares
|
$1.71 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
38,617
shares
|
$1.69 Million
0.16% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
37,927
shares
|
$1.66 Million
0.75% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
37,886
shares
|
$1.66 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.22%
|