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 |
|---|---|---|---|---|---|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,342
shares
|
$237,077
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
5,235
shares
|
$232,329
0.0% of portfolio
|
Q3 2025
Reduced 13.46%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
5,183
shares
|
$230,021
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
5,044
shares
|
$223,852
0.01% of portfolio
|
Q3 2025
Reduced 29.72%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
4,836
shares
|
$214,621
0.02% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
4,715
shares
|
$209,251
0.03% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
4,619
shares
|
$204,991
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
4,578
shares
|
$203,171
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
4,479
shares
|
$198,778
0.02% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
4,285
shares
|
$190,168
0.06% of portfolio
|
Q3 2025
Reduced 17.39%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3,550
shares
|
$157,549
0.0% of portfolio
|
Q3 2025
Added 2695.28%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
3,143
shares
|
$139,486
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
3,001
shares
|
$133,184
0.0% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,944
shares
|
$130,654
0.0% of portfolio
|
Q3 2025
Reduced 69.89%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,843
shares
|
$126,172
0.01% of portfolio
|
Q2 2022
Reduced 6.33%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
2,684
shares
|
$119,115
0.0% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,268
shares
|
$100,653
0.0% of portfolio
|
Q3 2025
Reduced 97.22%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
2,113
shares
|
$93,774
0.02% of portfolio
|
Q3 2025
Reduced 47.75%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
2,062
shares
|
$91,511
0.02% of portfolio
|
Q3 2025
Reduced 45.68%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,802
shares
|
$79,972
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
1,694
shares
|
$75,179
0.03% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
1,304
shares
|
$57,871
0.03% of portfolio
|
Q3 2025
Reduced 37.99%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,188
shares
|
$52,723
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,164
shares
|
$51,658
0.0% of portfolio
|
Q3 2025
Reduced 93.68%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,011
shares
|
$44,868
0.04% of portfolio
|
Q4 2024
Reduced 12.24%
|
|