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 378 institutions that hold shares in the stock, with a total of 93.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,940
shares
|
$908,167
0.02% of portfolio
|
Q3 2024
Added 30.03%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
20,248
shares
|
$878,155
0.41% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
19,562
shares
|
$848,403
0.02% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,540
shares
|
$847,449
0.06% of portfolio
|
Q4 2023
Reduced 1.19%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
19,347
shares
|
$839,079
0.08% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
19,142
shares
|
$830,188
0.04% of portfolio
|
Q4 2024
Reduced 25.09%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
18,749
shares
|
$813,144
0.51% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
18,274
shares
|
$792,543
0.31% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
18,085
shares
|
$784,346
0.15% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
17,722
shares
|
$768,603
0.24% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
17,710
shares
|
$768,082
0.19% of portfolio
|
Q1 2024
Reduced 47.07%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
17,692
shares
|
$767,302
0.07% of portfolio
|
Q4 2024
Added 19.83%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
17,161
shares
|
$744,272
0.34% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
17,143
shares
|
$743,491
0.19% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
16,565
shares
|
$718,424
0.06% of portfolio
|
Q4 2024
Added 567.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
16,171
shares
|
$701,336
0.0% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
16,158
shares
|
$700,772
0.1% of portfolio
|
Q1 2025
Added 1600.84%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
15,491
shares
|
$671,844
0.04% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
15,367
shares
|
$666,466
0.22% of portfolio
|
Q4 2024
Added 82.74%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
15,284
shares
|
$662,867
0.36% of portfolio
|
Q4 2024
Added 46.88%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
15,275
shares
|
$662,476
0.42% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
14,636
shares
|
$634,763
0.25% of portfolio
|
Q3 2023
Reduced 13.37%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
14,547
shares
|
$630,903
0.1% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
14,536
shares
|
$630,426
0.32% of portfolio
|
Q1 2025
Reduced 18.1%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
14,521
shares
|
$629,775
0.07% of portfolio
|
Q4 2024
Added 3.63%
|