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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
16,704
shares
|
$741,323
0.12% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
16,150
shares
|
$716,737
0.56% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
15,725
shares
|
$697,875
0.01% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
15,629
shares
|
$693,615
0.28% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
15,589
shares
|
$691,839
0.29% of portfolio
|
Q3 2025
Added 14.78%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
15,355
shares
|
$681,454
0.03% of portfolio
|
Q3 2025
Reduced 23.99%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
15,353
shares
|
$681,366
0.06% of portfolio
|
Q3 2025
Reduced 31.61%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
15,337
shares
|
$680,656
0.21% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
14,848
shares
|
$658,954
0.28% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
14,769
shares
|
$655,448
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
14,768
shares
|
$655,403
0.32% of portfolio
|
Q3 2025
Reduced 11.05%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
14,636
shares
|
$649,545
0.25% of portfolio
|
Q3 2023
Reduced 13.37%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
14,401
shares
|
$639,116
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
14,063
shares
|
$624,115
0.01% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
14,058
shares
|
$623,894
0.0% of portfolio
|
Q3 2025
Added 148.64%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
13,943
shares
|
$618,790
0.11% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
13,843
shares
|
$614,352
0.2% of portfolio
|
Q3 2025
Added 77.13%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
13,488
shares
|
$598,597
0.01% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
13,296
shares
|
$590,076
0.25% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
13,212
shares
|
$586,348
0.03% of portfolio
|
Q3 2025
Added 9.49%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
13,110
shares
|
$581,821
0.31% of portfolio
|
Q2 2023
Reduced 8.0%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
13,089
shares
|
$580,889
0.02% of portfolio
|
Q3 2025
Reduced 17.66%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
12,929
shares
|
$573,789
0.46% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
12,843
shares
|
$569,972
0.21% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
12,740
shares
|
$565,401
0.05% of portfolio
|
Q3 2025
Added 7.98%
|
|