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

First Trust TCW Opportunistic Fixed Income ETF logo
$42.95 -0.02 (-0.05%)
As of 01/17/2025 04:00 PM Eastern
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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)
226
Total
Institutional Inflows
(last 12 months)
$902.96M
Number of
Institutional Sellers
(last 12 months)
169
Total
Institutional Outflows
(last 12 months)
$535.53M
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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
1/17/2025 New Century Financial Group LLC6,376$274K0.1%-18.8%0.006%
1/17/2025 Madrona Financial Services LLC80,370$3.45M0.9%-58.2%0.075%
1/17/2025 Raleigh Capital Management Inc.2,305$99K0.0%-47.9%0.002%
1/17/2025 Mutual Advisors LLC94,097$4.04M0.1%-40.4%0.087%
1/17/2025 Janney Montgomery Scott LLC603,672$25.94M0.1%-10.8%0.560%
1/17/2025 Advisory Alpha LLC26,779$1.15M0.0%-24.4%0.025%
1/16/2025 Diversify Advisory Services LLC19,142$813K0.0%-25.1%0.018%
1/16/2025 Kaydan Wealth Management Inc.13,303$572K0.2%+78.9%0.012%
1/16/2025 Cambridge Advisors Inc.30,276$1.30M0.3%-33.1%0.028%
1/15/2025 TCP Asset Management LLC337,441$14.50M3.2%+5.7%0.309%
1/15/2025 Ameritas Advisory Services LLC277,843$11.94M0.4%+16.2%0.254%
1/15/2025 Howard Financial Services LTD.223,255$9.59M1.3%-27.1%0.204%
1/15/2025 Arkadios Wealth Advisors6,034$259K0.0%-5.8%0.006%
1/15/2025 TrueWealth Advisors LLC19,953$857K0.3%-25.6%0.018%
1/15/2025 RDA Financial Network48,612$2.09M0.6%+9.2%0.044%
1/15/2025 First Pacific Financial206,230$8.86M2.1%+0.9%0.189%
1/15/2025 Capital Planning LLC89,323$3.84M1.0%-37.0%0.082%
1/15/2025 Bennett Associates Wealth Management122,742$5.27M4.4%+17.9%0.112%
1/15/2025 Inspirion Wealth Advisors LLC51,759$2.21M0.3%-0.6%0.047%
1/14/2025 ERn Financial LLC120,735$5.19M0.8%-4.6%0.110%
1/14/2025 HCR Wealth Advisors33,601$1.44M0.2%-9.7%0.031%
1/14/2025 Pinnacle Bancorp Inc.15,367$660K0.2%+82.7%0.014%
1/14/2025 Park Avenue Securities LLC43,599$1.87M0.0%-39.4%0.040%
1/14/2025 Quad Cities Investment Group LLC7,376$317K0.2%-9.9%0.007%
1/13/2025 Columbia Advisory Partners LLC36,208$1.56M1.4%+6.3%0.033%
1/13/2025 Miracle Mile Advisors LLC66,701$2.87M0.1%+28.7%0.061%
1/13/2025 Brookstone Capital Management32,371$1.39M0.0%+143.8%0.030%
1/10/2025 HBW Advisory Services LLC155,069$6.66M0.9%+19.1%0.142%
1/8/2025 Private Client Services LLC17,748$763K0.4%+22.0%0.016%
1/8/2025 International Assets Investment Management LLC6,436$277K0.0%N/A0.006%
1/8/2025 Park National Corp OH161,948$6.96M0.3%+19.0%0.146%
1/6/2025 Advance Capital Management Inc.38,650$1.66M0.1%-5.6%0.035%
1/6/2025 O Connor Financial Group LLC429,719$18.47M9.6%+3.3%0.386%
1/2/2025 Old Port Advisors13,009$559K0.2%-8.2%0.010%
12/26/2024JPMorgan Chase & Co.63,196$2.86M0.0%-76.6%0.050%
12/13/2024B. Riley Wealth Advisors Inc.7,492$338K0.0%-72.0%0.006%
11/25/2024World Investment Advisors LLC86,965$3.93M0.1%N/A0.069%
11/25/2024Sanctuary Advisors LLC376,413$16.30M0.1%+0.5%0.298%
11/25/2024Pine Valley Investments Ltd Liability Co1,228,527$55.58M3.4%-8.5%0.974%
11/15/2024MML Investors Services LLC93,521$4.23M0.0%-1.1%0.074%
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11/15/2024Laraway Financial Advisors Inc21,115$955K0.8%+6.3%0.017%
11/15/2024Orion Portfolio Solutions LLC168,778$7.64M0.2%+14.9%0.134%
11/15/2024Jane Street Group LLC5,061$229K0.0%-97.9%0.004%
11/15/2024Stifel Financial Corp951,289$43.04M0.0%+33.5%0.754%
11/15/2024Pinnacle Family Advisors LLC83,458$3.78M2.0%-1.1%0.066%
11/15/2024HighTower Advisors LLC849,953$38.45M0.1%-2.3%0.674%
11/15/2024Hilltop Holdings Inc.7,962$360K0.0%N/A0.006%
11/15/2024Benjamin Edwards Inc.131,817$5.96M0.1%+1,029.3%0.104%
11/14/2024L.M. Kohn & Company18,436$834K0.2%+20.8%0.015%
11/14/2024Captrust Financial Advisors8,854$401K0.0%+11.7%0.007%
11/14/2024Icon Wealth Advisors LLC2,483$112K0.0%N/A0.002%
11/14/2024Rockefeller Capital Management L.P.15,965$722K0.0%-30.8%0.013%
11/14/2024CreativeOne Wealth LLC43,980$1.99M0.1%+70.1%0.035%
11/13/2024Townsquare Capital LLC7,627$345K0.0%+22.1%0.006%
11/13/2024D.A. Davidson & CO.55,084$2.49M0.0%+7.9%0.044%
11/13/2024Elios Financial Group Inc.396,450$17.94M8.3%N/A0.314%
11/13/2024Acorn Wealth Advisors LLC41,211$1.86M0.8%+9.0%0.033%
11/13/2024Private Trust Co. NA14,012$634K0.1%-11.3%0.011%
11/12/2024Centaurus 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%
11/12/2024Family Capital Management Inc.92,032$4.16M2.7%-1.9%0.073%
11/12/2024StoneX Group Inc.105,412$4.77M0.4%-22.6%0.084%
11/12/2024Kingsview Wealth Management LLC68,531$3.10M0.1%+3.1%0.054%
11/12/2024Icon Wealth Advisors LLC8,425$381K0.0%N/A0.007%
11/12/2024Allen Capital Group LLC1,254,568$56.76M7.0%+4.6%0.995%
11/12/2024Concorde Asset Management LLC8,743$396K0.2%-8.1%0.007%
11/12/2024Blackhawk Capital Partners LLC.54,473$2.46M1.3%+18.0%0.043%
11/9/2024LPL Financial LLC9,430,365$426.63M0.2%+7.0%7.476%
11/8/2024Darwin Wealth Management LLC98,716$4.47M1.2%-7.1%0.078%
11/8/2024First Horizon Advisors Inc.122,676$5.55M0.2%+18.4%0.097%
11/7/2024Prospera Financial Services Inc634,037$28.69M0.7%-26.0%0.503%
11/7/2024EQ LLC17,661$799K0.4%+9.8%0.014%
11/7/2024Thrivent Financial for Lutherans993,616$44.95M0.1%+170.7%0.788%
11/6/2024BCGM Wealth Management LLC68,936$3.12M1.0%+3.6%0.055%
11/6/2024Archer Investment Corp85,987$3.89M1.0%-0.7%0.068%
11/6/2024Signature Estate & Investment Advisors LLC7,787,804$352.32M8.1%+3.4%6.173%
11/6/2024OneDigital Investment Advisors LLC128,924$5.83M0.1%+3.4%0.102%
11/6/2024Oppenheimer & Co. Inc.48,006$2.17M0.0%+70.3%0.038%
11/5/2024Aptus Capital Advisors LLC142,720$6.46M0.1%+6.4%0.113%
11/5/2024First Heartland Consultants Inc.393,695$17.81M1.9%+3.8%0.312%
11/5/2024Savvy Advisors Inc.15,541$703K0.1%+12.2%0.012%
11/5/2024Ashton Thomas Private Wealth LLC72,081$3.26M0.2%+89.1%0.057%
11/5/2024Harbour Investments Inc.499,467$22.60M0.7%+61.7%0.396%
11/5/2024Apollon Wealth Management LLC23,238$1.05M0.0%+2.2%0.018%
11/5/2024Nations Financial Group Inc. IA ADV163,553$7.40M0.5%+3.3%0.130%
11/4/2024Cottonwood Capital Advisors LLC15,616$706K0.5%-8.5%0.012%
11/4/2024Core Wealth Partners LLC10,128$458K0.3%-37.5%0.008%
11/4/2024GDS Wealth Management342,915$15.51M1.5%+12.9%0.272%
11/4/2024Legacy Capital Wealth Partners LLC5,670$257K0.0%N/A0.004%
11/4/2024Axxcess Wealth Management LLC595,428$26.94M0.7%+4.2%0.472%
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11/4/2024Sigma Planning Corp343,577$15.54M0.5%-5.5%0.272%
11/2/2024Mach 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%
11/1/2024SilverOak Wealth Management LLC24,260$1.10M0.2%-11.0%0.019%
11/1/2024Assetmark Inc.206,150$9.33M0.0%+8.3%0.164%
11/1/2024Seascape Capital Management479,123$21.68M7.7%-3.4%0.381%
11/1/2024ABLE Financial Group LLC12,866$582K0.2%+13.9%0.010%
11/1/2024Strategic Family Wealth Counselors L.L.C.11,275$510K0.2%-12.5%0.009%
11/1/2024Comprehensive Financial Consultants Institutional Inc.18,168$822K0.3%+20.3%0.014%
10/31/2024Cozad Asset Management Inc.19,790$895K0.1%-1.9%0.016%
(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, 397 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 339 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 ($2.60M), 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 56,681,523 shares in the last 24 months. This purchase volume represents approximately $3.23B in transactions.

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

Of the 255 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), GDS Wealth Management ($893.80K), Kowal Investment Group LLC ($872.90K), and IFP Advisors Inc ($861.68K).

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

Institutional investors have sold a total of 25,857,655 shares in the last 24 months. This volume of shares sold represents approximately $1.58B in transactions.


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This page (NASDAQ:FIXD) was last updated on 1/20/2025 by MarketBeat.com Staff
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