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 |
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
25,627
shares
|
$1.12 Million
0.25% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
25,406
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
25,090
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
24,959
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 50.4%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
24,678
shares
|
$1.08 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
|
$1.07 Million
1.94% of portfolio
|
Q2 2022
Reduced 21.99%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
23,485
shares
|
$1.03 Million
0.61% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
23,350
shares
|
$1.02 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.8%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
22,081
shares
|
$966,706
0.09% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
21,952
shares
|
$961,058
0.71% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
21,678
shares
|
$949,062
0.45% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
21,486
shares
|
$940,657
0.1% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,940
shares
|
$916,753
0.02% of portfolio
|
Q3 2024
Added 30.03%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
20,583
shares
|
$901,123
0.43% of portfolio
|
Q1 2025
Reduced 16.88%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
19,660
shares
|
$860,714
0.18% of portfolio
|
Q1 2025
Reduced 25.95%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,540
shares
|
$855,461
0.06% of portfolio
|
Q4 2023
Reduced 1.19%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
18,749
shares
|
$820,831
0.51% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
18,405
shares
|
$805,770
0.0% of portfolio
|
Q1 2025
Added 198.2%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
18,274
shares
|
$800,035
0.31% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
18,085
shares
|
$791,761
0.15% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
17,722
shares
|
$775,869
0.24% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
17,710
shares
|
$775,343
0.2% of portfolio
|
Q1 2024
Reduced 47.07%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
17,242
shares
|
$754,854
0.2% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
16,832
shares
|
$736,904
0.08% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
16,565
shares
|
$725,215
0.06% of portfolio
|
Q4 2024
Added 567.14%
|