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 352 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $4.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
86,965
shares
|
$3.74 Million
0.13% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
86,037
shares
|
$3.7 Million
0.68% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
85,987
shares
|
$3.7 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
84,172
shares
|
$3.62 Million
0.11% of portfolio
|
Q3 2024
Added 28.98%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
83,458
shares
|
$3.59 Million
2.21% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
82,357
shares
|
$3.54 Million
1.03% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
80,825
shares
|
$3.48 Million
0.51% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
79,513
shares
|
$3.42 Million
0.17% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
77,196
shares
|
$3.32 Million
1.92% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
75,651
shares
|
$3.25 Million
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
74,756
shares
|
$3.22 Million
0.09% of portfolio
|
Q1 2024
Added 9.56%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
72,086
shares
|
$3.1 Million
0.57% of portfolio
|
Q3 2024
Reduced 17.76%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
72,081
shares
|
$3.1 Million
0.17% of portfolio
|
Q3 2024
Added 89.14%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
71,982
shares
|
$3.1 Million
0.21% of portfolio
|
Q3 2024
Added 24.51%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
71,929
shares
|
$3.09 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
71,309
shares
|
$3.07 Million
0.16% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
69,169
shares
|
$2.97 Million
0.05% of portfolio
|
Q3 2024
Added 20.1%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
68,936
shares
|
$2.96 Million
1.09% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
68,531
shares
|
$2.95 Million
0.07% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
68,371
shares
|
$2.94 Million
0.11% of portfolio
|
Q3 2024
Added 32.29%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
67,639
shares
|
$2.91 Million
2.88% of portfolio
|
Q2 2023
Added 1.81%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
65,759
shares
|
$2.83 Million
0.09% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
65,288
shares
|
$2.81 Million
0.03% of portfolio
|
Q3 2024
Added 21.61%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
64,798
shares
|
$2.79 Million
1.73% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
63,196
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 76.64%
|