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

First Trust TCW Opportunistic Fixed Income ETF logo
$43.66 -0.28 (-0.63%)
As of 03:09 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)
227
Total
Institutional Inflows
(last 12 months)
$781.94M
Number of
Institutional Sellers
(last 12 months)
242
Total
Institutional Outflows
(last 12 months)
$1.55B
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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
8/20/2025 Coppell Advisory Solutions LLC120,142$5.25M0.6%-62.5%0.157%
8/19/2025 Advisory Services Network LLC13,818$602K0.0%+28.6%0.018%
8/18/2025 Geneos Wealth Management Inc.540,649$23.73M0.6%+181.1%0.707%
8/15/2025 Global View Capital Management LLC58,055$2.55M0.8%-0.9%0.076%
8/15/2025 Equitable Holdings Inc.82,447$3.62M0.0%+13.0%0.108%
8/15/2025 FSB Premier Wealth Management Inc.115,462$5.07M1.8%-10.3%0.151%
8/15/2025 Visionary Wealth Advisors75,656$3.32M0.2%-20.9%0.099%
8/15/2025 Snowden Capital Advisors LLC76,685$3.37M0.1%-3.7%0.100%
8/15/2025 Orion Porfolio Solutions LLC54,442$2.39M0.0%-11.1%0.071%
8/15/2025 MML Investors Services LLC226,889$9.96M0.0%+18.1%0.297%
8/15/2025 EP Wealth Advisors LLC76,810$3.37M0.0%N/A0.100%
8/15/2025 Benjamin Edwards Inc.121,401$5.33M0.1%+21.1%0.159%
8/15/2025 Bank of America Corp DE738,055$32.39M0.0%-22.0%0.965%
8/15/2025 Ameriprise Financial Inc.2,828,195$124.11M0.0%+105.9%3.699%
8/14/2025 CLG LLC23,792$1.04M0.3%-21.2%0.031%
8/14/2025 Jane Street Group LLC162,690$7.14M0.0%+4.7%0.213%
8/14/2025 Ausdal Financial Partners Inc.28,559$1.25M0.1%+22.8%0.037%
8/14/2025 Raymond James Financial Inc.2,723,404$119.53M0.0%-17.1%3.562%
8/14/2025 Darwin Wealth Management LLC77,179$3.39M1.2%N/A0.101%
8/14/2025 Betterment LLC74,432$3.27M0.0%+3.4%0.097%
8/14/2025 Diversify Advisory Services LLC15,897$698K0.0%-2.6%0.021%
8/14/2025 NewEdge Advisors LLC479,228$21.03M0.1%-30.9%0.627%
8/14/2025 Qube Research & Technologies Ltd4,900$215K0.0%+805.7%0.006%
8/14/2025 Acorn Wealth Advisors LLC37,391$1.64M0.6%-1.4%0.049%
8/14/2025 Cerity Partners LLC5,654$248K0.0%-39.7%0.007%
8/13/2025 Per Stirling Capital Management LLC.321,180$14.10M1.8%+5.8%0.420%
8/13/2025 StoneX Group Inc.20,201$887K0.0%-14.9%0.026%
8/13/2025 Flow Traders U.S. LLC107,154$4.70M0.2%+336.8%0.140%
8/13/2025 Gateway Wealth Partners LLC29,051$1.28M0.2%-41.5%0.038%
8/13/2025 Baird Financial Group Inc.351,178$15.41M0.0%-30.6%0.459%
8/13/2025 First Trust Advisors LP135,379$5.94M0.0%+5.2%0.177%
8/13/2025 Elios Financial Group Inc.471,877$20.71M9.4%-3.9%0.617%
8/13/2025 Twin Peaks Wealth Advisors LLC195,132$8.57M2.8%-6.9%0.255%
8/13/2025 Beacon Pointe Advisors LLC33,935$1.49M0.0%+1.5%0.044%
8/13/2025 Holos Integrated Wealth LLC20,568$902K0.5%-24.2%0.027%
8/13/2025 Northwestern Mutual Wealth Management Co.164,783$7.23M0.0%-0.8%0.216%
8/13/2025 Maia Wealth LLC43,048$1.89M0.4%-7.9%0.056%
8/12/2025 J.W. Cole Advisors Inc.7,474$328K0.0%+5.5%0.010%
8/12/2025 Richmond Investment Services LLC26,758$1.17M0.2%+102.4%0.035%
8/12/2025 Financial Advocates Investment Management20,963$920K0.1%-84.4%0.027%
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8/12/2025 Steward Partners Investment Advisory LLC52,553$2.31M0.0%-87.4%0.069%
8/12/2025 CreativeOne Wealth LLC67,340$2.96M0.1%+62.6%0.088%
8/12/2025 Global Retirement Partners LLC8,788$386K0.0%N/A0.011%
8/12/2025 TCP Asset Management LLC354,144$15.54M3.1%+3.2%0.463%
8/12/2025 Entruity Wealth LLC14,614$641K0.5%+6.4%0.019%
8/12/2025 Cozad Asset Management Inc.6,503$285K0.0%-61.4%0.009%
8/12/2025 Archer Investment Corp90,489$3.97M0.9%+1.4%0.118%
8/12/2025 JPMorgan Chase & Co.899$39K0.0%-95.1%0.001%
8/12/2025 GDS Wealth Management461,858$20.27M1.5%+5.9%0.604%
8/11/2025 United Advisor Group LLC24,311$1.07M0.2%-5.1%0.032%
8/8/2025 Rockefeller Capital Management L.P.142,500$6.25M0.0%+776.4%0.186%
8/8/2025 Kingsview Wealth Management LLC102,169$4.48M0.1%-17.0%0.134%
8/8/2025 Collaborative Wealth Managment Inc.15,693$689K0.3%-23.8%0.021%
8/8/2025 Avantax Advisory Services Inc.298,695$13.11M0.1%-18.0%0.391%
8/8/2025 Cetera Investment Advisers729,977$32.04M0.1%-18.1%0.955%
8/8/2025 Creative Planning24,048$1.06M0.0%-37.2%0.031%
8/8/2025 CFO4Life Group LLC82,195$3.61M0.6%-11.1%0.108%
8/8/2025 Intrua Financial LLC45,700$2.01M0.3%-30.4%0.060%
8/8/2025 Beck Bode LLC14,889$653K0.1%-52.5%0.019%
8/7/2025 Fagan Associates Inc.80,306$3.53M0.5%-2.2%0.105%
8/7/2025 Allworth Financial LP6,049$266K0.0%-3.9%0.008%
8/7/2025 PFG Advisors52,829$2.32M0.1%-21.1%0.069%
8/7/2025 Alpha Financial Advisors LLC340,242$14.93M5.8%+0.1%0.445%
8/6/2025 Prospera Financial Services Inc533,687$23.43M0.4%+12.3%0.698%
8/6/2025 Cannon Financial Strategists Inc.62,129$2.73M0.4%-16.7%0.081%
8/6/2025 AE Wealth Management LLC50,228$2.21M0.0%-17.9%0.066%
8/6/2025 Walkner Condon Financial Advisors LLC18,444$809K0.1%-6.2%0.024%
8/6/2025 LeClair Wealth Partners LLC513,808$22.55M15.3%+13.3%0.672%
8/6/2025 Golden State Wealth Management LLC51,751$2.27M0.3%-3.8%0.068%
8/6/2025 ROI Financial Advisors LLC4,642$204K0.1%N/A0.006%
8/6/2025 First Horizon Advisors Inc.92,917$4.08M0.1%+5.3%0.122%
8/6/2025 Csenge Advisory Group54,336$2.36M0.1%-1.4%0.071%
8/5/2025 NewSquare Capital LLC37,174$1.63M0.1%+23.0%0.049%
8/5/2025 BCGM Wealth Management LLC75,570$3.32M0.9%+2.2%0.099%
8/5/2025 Sigma Planning Corp56,906$2.50M0.1%-24.4%0.074%
8/5/2025 Integrity Financial Corp WA2,103$92K0.0%-21.3%0.003%
8/4/2025 Great Lakes Retirement Inc.594,414$26.09M3.1%+0.7%0.778%
8/4/2025 Creative Financial Designs Inc. ADV37,897$1.66M0.1%-2.8%0.050%
8/4/2025 Creekmur Asset Management LLC3,796$167K0.0%-96.9%0.005%
8/4/2025 IFG Advisory LLC36,050$1.58M0.1%-9.4%0.047%
8/4/2025 Atria Investments Inc536,175$23.53M0.3%-8.6%0.701%
8/4/2025 Savvy Advisors Inc.12,067$530K0.0%-9.2%0.016%
8/4/2025 Assetmark Inc.91,814$4.03M0.0%+14.0%0.120%
8/4/2025 Spire Wealth Management14,114$619K0.0%-79.1%0.018%
8/4/2025 World Investment Advisors73,957$3.25M0.1%-7.3%0.097%
8/1/2025 Advisory Alpha LLC20,053$880K0.0%-16.2%0.026%
8/1/2025 Ashton Thomas Private Wealth LLC90,823$3.99M0.1%-2.7%0.119%
8/1/2025 Signature Wealth Management Group42,512$1.87M0.7%-1.5%0.056%
8/1/2025 Envestnet Asset Management Inc.2,161,343$94.86M0.0%+5.5%2.827%
7/31/2025 Opes Wealth Management LLC209,809$9.21M1.6%-3.0%0.274%
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7/30/2025 Strategic Blueprint LLC7,177$315K0.0%-12.3%0.009%
7/30/2025 Family Capital Management Inc.87,770$3.85M2.0%+2.3%0.115%
7/30/2025 Brookstone Capital Management28,357$1.25M0.0%+5.9%0.037%
7/30/2025 Retirement Planning Group LLC55,799$2.45M0.1%+17.6%0.073%
7/30/2025 D.A. Davidson & CO.47,611$2.09M0.0%-18.8%0.062%
7/30/2025 Bogart Wealth LLC2,811$123K0.0%-11.3%0.004%
7/29/2025 Altus Wealth Group LLC13,582$596K0.3%-1.7%0.018%
7/29/2025 Crux Wealth Advisors17,146$753K0.3%-66.6%0.022%
7/29/2025 International Assets Investment Management LLC4,836$212K0.0%-9.4%0.006%
7/29/2025 Schubert & Co6,357$279K0.2%N/A0.008%
(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, 403 institutional investors and hedge funds held shares of First Trust TCW Opportunistic Fixed Income ETF. The most heavily invested institutionals were Morgan Stanley ($405.71M), LPL Financial LLC ($322.33M), Wells Fargo & Company MN ($271.29M), UBS Group AG ($165.57M), Ameriprise Financial Inc. ($124.11M), Raymond James Financial Inc. ($119.53M), and Raymond James Financial Services Advisors Inc. ($110.21M).Learn more on First Trust TCW Opportunistic Fixed Income ETF's institutional investors.

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

Of the 333 institutional investors that purchased First Trust TCW Opportunistic Fixed Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($3.68M), Signature Estate & Investment Advisors LLC ($2.12M), LPL Financial LLC ($2.01M), Ameriprise Financial Inc. ($1.87M), Coppell Advisory Solutions Corp. ($1.43M), Wells Fargo & Company MN ($1.31M), and UBS Group AG ($1.22M).

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

Institutional investors have bought a total of 17,888,981 shares in the last 24 months. This purchase volume represents approximately $781.94M in transactions.

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

Of the 242 institutional investors that sold First Trust TCW Opportunistic Fixed Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Signature Estate & Investment Advisors LLC ($7.69M), LPL Financial LLC ($2.08M), Coppell Advisory Solutions LLC ($1.87M), Goldman Sachs Group Inc. ($1.49M), Allen Capital Group LLC ($1.31M), LVZ Inc. ($1.27M), and Envestnet Asset Management Inc. ($1.19M).

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

Institutional investors have sold a total of 35,518,323 shares in the last 24 months. This volume of shares sold represents approximately $1.55B in transactions.


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This page (NASDAQ:FIXD) was last updated on 8/21/2025 by MarketBeat.com Staff
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