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 376 institutions that hold shares in the stock, with a total of 94.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
31,382
shares
|
$1.36 Million
0.11% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
31,375
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Reduced 37.92%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
30,399
shares
|
$1.32 Million
0.34% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
30,276
shares
|
$1.31 Million
0.3% of portfolio
|
Q4 2024
Reduced 33.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
30,159
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 80.11%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
29,626
shares
|
$1.28 Million
0.32% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
29,050
shares
|
$1.26 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
27,646
shares
|
$1.2 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
26,779
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2024
Reduced 24.44%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
26,548
shares
|
$1.15 Million
0.24% of portfolio
|
Q4 2024
Reduced 14.13%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
26,278
shares
|
$1.14 Million
2.1% of portfolio
|
Q4 2024
Reduced 94.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,253
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2020
Added 2763.97%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
25,406
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
25,369
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2024
Added 56.67%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
25,090
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
24,950
shares
|
$1.08 Million
0.54% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
24,762
shares
|
$1.07 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
24,678
shares
|
$1.07 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
|
$1.06 Million
1.94% of portfolio
|
Q2 2022
Reduced 21.99%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
23,485
shares
|
$1.02 Million
0.56% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
23,184
shares
|
$1 Million
0.08% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
22,904
shares
|
$992,430
0.06% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
22,635
shares
|
$980,774
0.73% of portfolio
|
Q4 2024
Reduced 37.91%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
22,457
shares
|
$973,061
0.09% of portfolio
|
Q2 2024
Added 5.41%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
21,952
shares
|
$951,180
0.71% of portfolio
|
Q4 2024
Added 3.96%
|