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 339 institutions that hold shares in the stock, with a total of 69.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
34,357
shares
|
$1.52 Million
0.52% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
31,658
shares
|
$1.4 Million
0.7% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
31,382
shares
|
$1.39 Million
0.11% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
30,266
shares
|
$1.34 Million
0.1% of portfolio
|
Q3 2025
Reduced 20.14%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
29,819
shares
|
$1.32 Million
0.18% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
29,801
shares
|
$1.32 Million
0.75% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
29,687
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
29,571
shares
|
$1.31 Million
0.35% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
28,287
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.64%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
26,881
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
26,877
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
26,813
shares
|
$1.19 Million
0.99% of portfolio
|
Q2 2025
Reduced 15.58%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
26,651
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
26,402
shares
|
$1.17 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
26,366
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,253
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2020
Added 2763.97%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
24,794
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2025
Reduced 23.11%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
24,678
shares
|
$1.1 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
24,493
shares
|
$1.09 Million
1.94% of portfolio
|
Q2 2022
Reduced 21.99%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
23,513
shares
|
$1.04 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
23,485
shares
|
$1.04 Million
0.61% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
23,272
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.6%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
23,200
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
23,152
shares
|
$1.03 Million
0.1% of portfolio
|
Q3 2025
Reduced 72.71%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
22,772
shares
|
$1.01 Million
0.38% of portfolio
|
Q3 2025
New holding
|
|