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First Trust TCW Opportunistic Fixed Income ETF (FIXD) Institutional Ownership

First Trust TCW Opportunistic Fixed Income ETF logo
$43.01 +0.13 (+0.30%)
(As of 12/20/2024 05:16 PM ET)
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Institutional Ownership Changes (13F Filings) for First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD)

Number of
Institutional Buyers
(last 12 months)
232
Total
Institutional Inflows
(last 12 months)
$937.31M
Number of
Institutional Sellers
(last 12 months)
175
Total
Institutional Outflows
(last 12 months)
$541.37M
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FIXD Institutional Buying and Selling by Quarter

First Trust TCW Opportunistic Fixed Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.7,492$338K0.0%-72.0%0.006%
11/25/2024 World Investment Advisors LLC86,965$3.93M0.1%N/A0.069%
11/25/2024 Sanctuary Advisors LLC376,413$16.30M0.1%+0.5%0.298%
11/25/2024 Pine Valley Investments Ltd Liability Co1,228,527$55.58M3.4%-8.5%0.974%
11/15/2024 MML Investors Services LLC93,521$4.23M0.0%-1.1%0.074%
11/15/2024 Laraway Financial Advisors Inc21,115$955K0.8%+6.3%0.017%
11/15/2024 Orion Portfolio Solutions LLC168,778$7.64M0.2%+14.9%0.134%
11/15/2024 Jane Street Group LLC5,061$229K0.0%-97.9%0.004%
11/15/2024 Stifel Financial Corp951,289$43.04M0.0%+33.5%0.754%
11/15/2024 Pinnacle Family Advisors LLC83,458$3.78M2.0%-1.1%0.066%
11/15/2024 HighTower Advisors LLC849,953$38.45M0.1%-2.3%0.674%
11/15/2024 Hilltop Holdings Inc.7,962$360K0.0%N/A0.006%
11/15/2024 Benjamin Edwards Inc.131,817$5.96M0.1%+1,029.3%0.104%
11/14/2024 L.M. Kohn & Company18,436$834K0.2%+20.8%0.015%
11/14/2024 Captrust Financial Advisors8,854$401K0.0%+11.7%0.007%
11/14/2024 Icon Wealth Advisors LLC2,483$112K0.0%N/A0.002%
11/14/2024 Rockefeller Capital Management L.P.15,965$722K0.0%-30.8%0.013%
11/14/2024 CreativeOne Wealth LLC43,980$1.99M0.1%+70.1%0.035%
11/13/2024 Townsquare Capital LLC7,627$345K0.0%+22.1%0.006%
11/13/2024 D.A. Davidson & CO.55,084$2.49M0.0%+7.9%0.044%
11/13/2024 Elios Financial Group Inc.396,450$17.94M8.3%N/A0.314%
11/13/2024 Acorn Wealth Advisors LLC41,211$1.86M0.8%+9.0%0.033%
11/13/2024 Private Trust Co. NA14,012$634K0.1%-11.3%0.011%
11/12/2024 Centaurus Financial Inc.101,102$4.57M0.3%-5.4%0.080%
11/12/2024Larson Financial Group LLC527,438$23.86M1.4%+9.8%0.418%
11/12/2024 Family Capital Management Inc.92,032$4.16M2.7%-1.9%0.073%
11/12/2024 StoneX Group Inc.105,412$4.77M0.4%-22.6%0.084%
11/12/2024 Kingsview Wealth Management LLC68,531$3.10M0.1%+3.1%0.054%
11/12/2024 Icon Wealth Advisors LLC8,425$381K0.0%N/A0.007%
11/12/2024 Allen Capital Group LLC1,254,568$56.76M7.0%+4.6%0.995%
11/12/2024 Concorde Asset Management LLC8,743$396K0.2%-8.1%0.007%
11/12/2024 Blackhawk Capital Partners LLC.54,473$2.46M1.3%+18.0%0.043%
11/9/2024 LPL Financial LLC9,430,365$426.63M0.2%+7.0%7.476%
11/8/2024 Darwin Wealth Management LLC98,716$4.47M1.2%-7.1%0.078%
11/8/2024 First Horizon Advisors Inc.122,676$5.55M0.2%+18.4%0.097%
11/7/2024 Prospera Financial Services Inc634,037$28.69M0.7%-26.0%0.503%
11/7/2024 EQ LLC17,661$799K0.4%+9.8%0.014%
11/7/2024 Thrivent Financial for Lutherans993,616$44.95M0.1%+170.7%0.788%
11/6/2024 BCGM Wealth Management LLC68,936$3.12M1.0%+3.6%0.055%
11/6/2024 Archer Investment Corp85,987$3.89M1.0%-0.7%0.068%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
11/6/2024 Signature Estate & Investment Advisors LLC7,787,804$352.32M8.1%+3.4%6.173%
11/6/2024 OneDigital Investment Advisors LLC128,924$5.83M0.1%+3.4%0.102%
11/6/2024 Oppenheimer & Co. Inc.48,006$2.17M0.0%+70.3%0.038%
11/5/2024 Aptus Capital Advisors LLC142,720$6.46M0.1%+6.4%0.113%
11/5/2024 First Heartland Consultants Inc.393,695$17.81M1.9%+3.8%0.312%
11/5/2024 Savvy Advisors Inc.15,541$703K0.1%+12.2%0.012%
11/5/2024 Ashton Thomas Private Wealth LLC72,081$3.26M0.2%+89.1%0.057%
11/5/2024 Harbour Investments Inc.499,467$22.60M0.7%+61.7%0.396%
11/5/2024 Apollon Wealth Management LLC23,238$1.05M0.0%+2.2%0.018%
11/5/2024 Nations Financial Group Inc. IA ADV163,553$7.40M0.5%+3.3%0.130%
11/4/2024 Cottonwood Capital Advisors LLC15,616$706K0.5%-8.5%0.012%
11/4/2024 Core Wealth Partners LLC10,128$458K0.3%-37.5%0.008%
11/4/2024 GDS Wealth Management342,915$15.51M1.5%+12.9%0.272%
11/4/2024 Legacy Capital Wealth Partners LLC5,670$257K0.0%N/A0.004%
11/4/2024 Axxcess Wealth Management LLC595,428$26.94M0.7%+4.2%0.472%
11/4/2024 Sigma Planning Corp343,577$15.54M0.5%-5.5%0.272%
11/2/2024 Mach 1 Financial Group LLC484,289$21.91M13.4%+10.3%0.384%
11/1/2024 GSG Advisors LLC17,634$800K0.3%-5.7%0.014%
11/1/2024 SilverOak Wealth Management LLC24,260$1.10M0.2%-11.0%0.019%
11/1/2024 Assetmark Inc.206,150$9.33M0.0%+8.3%0.164%
11/1/2024 Seascape Capital Management479,123$21.68M7.7%-3.4%0.381%
11/1/2024 ABLE Financial Group LLC12,866$582K0.2%+13.9%0.010%
11/1/2024 Strategic Family Wealth Counselors L.L.C.11,275$510K0.2%-12.5%0.009%
11/1/2024 Comprehensive Financial Consultants Institutional Inc.18,168$822K0.3%+20.3%0.014%
10/31/2024 Cozad Asset Management Inc.19,790$895K0.1%-1.9%0.016%
10/31/2024 Walkner Condon Financial Advisors LLC30,915$1.40M0.3%+8.5%0.025%
10/31/2024 Concurrent Investment Advisors LLC84,172$3.81M0.1%+29.0%0.067%
10/30/2024 Centennial Wealth Advisory LLC12,904$584K0.2%-78.3%0.010%
10/30/2024 Maia Wealth LLC50,615$2.22M0.5%+3.2%0.040%
10/30/2024 Avidian Wealth Enterprises LLC5,503$249K0.0%+6.1%0.004%
10/30/2024 Beacon Financial Advisory LLC7,022$318K0.1%+12.6%0.006%
10/30/2024 Long Run Wealth Advisors LLC857,414$38.79M9.1%+3.7%0.682%
10/30/2024 Ameritas Advisory Services LLC239,089$10.82M0.5%-10.4%0.190%
10/30/2024 Landmark Wealth Management LLC135,251$6.12M2.7%+1.6%0.108%
10/30/2024 United Advisor Group LLC29,626$1.34M0.3%+6.1%0.024%
10/30/2024 Clarity Capital Partners LLC64,798$2.93M1.7%+7.6%0.052%
10/30/2024 Moloney Securities Asset Management LLC10,081$456K0.1%+33.8%0.008%
10/29/2024 KG&L Capital Management LLC7,554$342K0.1%+6.9%0.006%
10/29/2024 Opes Wealth Management LLC193,485$8.75M1.7%+0.8%0.154%
10/29/2024 TrueWealth Advisors LLC26,814$1.21M0.4%-3.9%0.021%
10/29/2024 Janney Montgomery Scott LLC676,857$30.62M0.1%-3.5%0.538%
10/29/2024 Clear Creek Financial Management LLC21,338$966K0.1%-5.2%0.017%
10/29/2024 Farther Finance Advisors LLC24,648$1.12M0.0%+229.3%0.020%
10/28/2024 Gladstone Institutional Advisory LLC209,769$9.49M0.5%-5.0%0.169%
10/28/2024 Creative Financial Designs Inc. ADV39,109$1.77M0.1%+1.0%0.031%
10/28/2024 Focus Financial Network Inc.7,691$348K0.0%+19.3%0.006%
10/28/2024 US Bancorp DE3,053$138K0.0%-49.1%0.002%
10/25/2024 Bellevue Asset Management LLC239,458$10.83M5.6%+14.2%0.193%
10/25/2024 Twin Peaks Wealth Advisors LLC252,130$11.41M5.3%+2.4%0.203%
10/25/2024 Golden State Equity Partners71,328$3.23M0.7%-9.8%0.057%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
10/25/2024 Creekmur Asset Management LLC113,231$5.12M1.2%+13.3%0.091%
10/25/2024 Mutual Advisors LLC157,955$6.94M0.2%+43.6%0.127%
10/25/2024 Andina Capital Management LLC251,902$11.40M8.7%+55.2%0.203%
10/25/2024 American Financial Advisors LLC320,170$14.48M2.0%-11.6%0.258%
10/25/2024 Strategic Blueprint LLC24,212$1.10M0.1%+9.4%0.019%
10/25/2024 Cutter & CO Brokerage Inc.45,321$2.05M0.5%+2.5%0.036%
10/25/2024 Integrated Advisors Network LLC16,987$769K0.0%+16.2%0.014%
10/25/2024 Gateway Wealth Partners LLC82,357$3.73M1.0%+1.6%0.066%
10/24/2024 Old Port Advisors14,167$641K0.2%-3.4%0.012%
10/24/2024 TCP Asset Management LLC319,373$14.45M3.3%+2.7%0.259%
(Data available from 1/1/2016 forward)

FIXD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FIXD shares?

During the previous two years, 399 institutional investors and hedge funds held shares of First Trust TCW Opportunistic Fixed Income ETF. The most heavily invested institutionals were LPL Financial LLC ($426.63M), Morgan Stanley ($405.71M), Signature Estate & Investment Advisors LLC ($352.32M), Wells Fargo & Company MN ($279.63M), UBS Group AG ($165.57M), Envestnet Asset Management Inc. ($132.24M), and Raymond James Financial Services Advisors Inc. ($110.21M).Learn more on FIXD's institutional investors.

Which institutional investors have been buying First Trust TCW Opportunistic Fixed Income ETF stock?

Of the 341 institutional investors that purchased First Trust TCW Opportunistic Fixed Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($4.06M), Signature Estate & Investment Advisors LLC ($2.83M), Coppell Advisory Solutions Corp. ($2.15M), Envestnet Asset Management Inc. ($1.95M), UBS Group AG ($1.73M), Raymond James Financial Services Advisors Inc. ($1.51M), and Wells Fargo & Company MN ($1.31M).

How much institutional buying is happening at First Trust TCW Opportunistic Fixed Income ETF?

Institutional investors have bought a total of 57,097,105 shares in the last 24 months. This purchase volume represents approximately $3.28B in transactions.

Which First Trust TCW Opportunistic Fixed Income ETF major shareholders have been selling company stock?

Of the 258 institutional investors that sold First Trust TCW Opportunistic Fixed Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advance Capital Management Inc. ($5.59M), Bogart Wealth LLC ($1.45M), Osaic Holdings Inc. ($984.99K), LPL Financial LLC ($923.12K), Private Advisor Group LLC ($904.64K), GDS Wealth Management ($893.80K), and Kowal Investment Group LLC ($872.90K).

How much institutional selling is happening at First Trust TCW Opportunistic Fixed Income ETF?

Institutional investors have sold a total of 25,721,613 shares in the last 24 months. This volume of shares sold represents approximately $1.60B in transactions.


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This page (NASDAQ:FIXD) was last updated on 12/21/2024 by MarketBeat.com Staff
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