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 380 institutions that hold shares in the stock, with a total of 94.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
14,636
shares
|
$640,471
0.25% of portfolio
|
Q3 2023
Reduced 13.37%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
14,547
shares
|
$636,576
0.1% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
14,521
shares
|
$635,438
0.07% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
14,045
shares
|
$614,609
0.27% of portfolio
|
Q4 2024
Added 103.96%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
13,984
shares
|
$611,939
0.07% of portfolio
|
Q4 2024
Reduced 10.02%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
13,943
shares
|
$610,145
0.11% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
13,921
shares
|
$609,182
0.02% of portfolio
|
Q4 2024
Reduced 64.63%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
13,800
shares
|
$603,888
0.13% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
13,747
shares
|
$601,568
0.01% of portfolio
|
Q4 2024
Added 80.24%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
13,303
shares
|
$582,139
0.19% of portfolio
|
Q4 2024
Added 78.9%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
13,216
shares
|
$578,332
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
13,154
shares
|
$575,619
0.43% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
13,110
shares
|
$573,693
0.31% of portfolio
|
Q2 2023
Reduced 8.0%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
13,009
shares
|
$569,273
0.16% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
12,535
shares
|
$548,531
0.16% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
12,530
shares
|
$548,312
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
12,527
shares
|
$548,181
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
12,469
shares
|
$545,643
0.02% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,445
shares
|
$544,593
0.09% of portfolio
|
Q1 2024
Added 8.67%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
12,321
shares
|
$539,166
0.01% of portfolio
|
Q4 2024
Reduced 59.37%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
12,196
shares
|
$533,696
0.08% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
11,976
shares
|
$524,069
0.05% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
11,543
shares
|
$505,121
0.04% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
11,524
shares
|
$504,290
0.07% of portfolio
|
Q4 2024
Reduced 85.74%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
10,971
shares
|
$480,090
0.07% of portfolio
|
Q4 2024
Added 8.83%
|