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 |
|---|---|---|---|---|---|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
67,639
shares
|
$2.93 Million
2.88% of portfolio
|
Q2 2023
Added 1.81%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
66,701
shares
|
$2.89 Million
0.06% of portfolio
|
Q4 2024
Added 28.73%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
65,437
shares
|
$2.83 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
64,986
shares
|
$2.81 Million
0.42% of portfolio
|
Q4 2024
Added 231.98%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
64,035
shares
|
$2.77 Million
0.13% of portfolio
|
Q4 2024
Reduced 69.47%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
61,502
shares
|
$2.66 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
59,192
shares
|
$2.56 Million
0.54% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
57,461
shares
|
$2.49 Million
2.28% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
56,694
shares
|
$2.46 Million
1.26% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
56,127
shares
|
$2.43 Million
0.13% of portfolio
|
Q4 2024
Reduced 21.29%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
54,446
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
53,683
shares
|
$2.33 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
52,775
shares
|
$2.29 Million
2.51% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
52,648
shares
|
$2.28 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
51,827
shares
|
$2.24 Million
0.48% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
51,658
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
50,318
shares
|
$2.18 Million
0.04% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
49,772
shares
|
$2.16 Million
0.66% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
49,276
shares
|
$2.13 Million
0.56% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
48,392
shares
|
$2.1 Million
0.19% of portfolio
|
Q4 2024
Added 39.15%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
47,465
shares
|
$2.06 Million
0.14% of portfolio
|
Q1 2025
Added 87.1%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
46,817
shares
|
$2.03 Million
1.23% of portfolio
|
Q2 2024
Reduced 70.54%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
46,695
shares
|
$2.02 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
46,496
shares
|
$2.01 Million
0.52% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
46,180
shares
|
$2 Million
0.93% of portfolio
|
Q1 2025
Reduced 73.58%
|