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 |
|---|---|---|---|---|---|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
1,004
shares
|
$44,557
0.02% of portfolio
|
Q3 2025
Reduced 21.25%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
950
shares
|
$42,161
0.0% of portfolio
|
Q2 2025
Reduced 94.12%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
888
shares
|
$39,409
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
885
shares
|
$39,276
0.01% of portfolio
|
Q3 2025
Reduced 21.89%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
832
shares
|
$36,924
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
807
shares
|
$35,814
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
701
shares
|
$31,110
0.0% of portfolio
|
Q3 2025
Reduced 85.69%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
660
shares
|
$29,290
0.01% of portfolio
|
Q3 2025
Added 309.94%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
630
shares
|
$27,959
0.03% of portfolio
|
Q1 2025
Reduced 38.66%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
480
shares
|
$21,302
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
420
shares
|
$18,639
0.0% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
408
shares
|
$18,107
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
350
shares
|
$15,533
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
285
shares
|
$12,648
0.0% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
266
shares
|
$11,805
0.0% of portfolio
|
Q3 2025
Reduced 39.68%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
252
shares
|
$11,183
0.0% of portfolio
|
Q2 2025
Reduced 16.56%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
225
shares
|
$9,985
0.02% of portfolio
|
Q3 2025
Reduced 30.77%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
225
shares
|
$9,985
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
222
shares
|
$9,852
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
198
shares
|
$8,787
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
190
shares
|
$8,432
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
183
shares
|
$8,121
0.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
161
shares
|
$7,145
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
151
shares
|
$6,701
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
143
shares
|
$6,346
0.0% of portfolio
|
Q1 2025
Reduced 55.73%
|
|