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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,445
shares
|
$552,309
0.09% of portfolio
|
Q1 2024
Added 8.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
12,401
shares
|
$550,356
0.04% of portfolio
|
Q3 2025
Reduced 13.95%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
11,927
shares
|
$529,320
0.04% of portfolio
|
Q3 2025
Reduced 25.31%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
11,563
shares
|
$513,165
0.29% of portfolio
|
Q4 2025
Reduced 32.21%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
11,447
shares
|
$508,017
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
11,369
shares
|
$504,556
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
11,332
shares
|
$502,914
0.13% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
10,970
shares
|
$486,848
0.01% of portfolio
|
Q3 2025
Added 24.83%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
10,370
shares
|
$460,220
0.05% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
9,885
shares
|
$438,696
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
9,734
shares
|
$431,994
0.06% of portfolio
|
Q4 2025
Reduced 55.33%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
9,590
shares
|
$425,604
0.02% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
9,561
shares
|
$424,317
0.34% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
9,557
shares
|
$424,139
0.05% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
9,550
shares
|
$423,829
0.04% of portfolio
|
Q3 2025
Reduced 19.73%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
9,461
shares
|
$419,879
0.01% of portfolio
|
Q2 2025
Reduced 85.82%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
9,388
shares
|
$416,639
0.13% of portfolio
|
Q3 2025
Reduced 31.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,283
shares
|
$411,979
0.01% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
9,276
shares
|
$411,668
0.02% of portfolio
|
Q3 2025
Reduced 34.28%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
9,145
shares
|
$405,855
0.0% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
9,143
shares
|
$405,766
0.01% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
9,055
shares
|
$401,860
0.0% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
8,883
shares
|
$394,227
0.01% of portfolio
|
Q3 2025
Reduced 28.39%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
8,673
shares
|
$384,907
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
8,611
shares
|
$382,156
0.02% of portfolio
|
Q3 2025
Reduced 69.85%
|
|