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

First Trust TCW Opportunistic Fixed Income ETF logo
$43.69
+0.21 (+0.48%)
(As of 12:50 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)
233
Total
Institutional Inflows
(last 12 months)
$1.03B
Number of
Institutional Sellers
(last 12 months)
176
Total
Institutional Outflows
(last 12 months)
$531.52M
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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
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%
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%
11/1/2024GSG 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%
11/1/2024 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%
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%
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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%
10/24/2024 Patriot Financial Group Insurance Agency LLC80,825$3.66M0.5%+3.4%0.066%
10/24/2024 Lunt Capital Management Inc.57,384$2.60M1.2%-3.0%0.047%
10/24/2024 J.W. Cole Advisors Inc.4,643$210K0.0%-25.2%0.004%
10/24/2024 Wealth Enhancement Advisory Services LLC30,159$1.36M0.0%-80.1%0.024%
10/24/2024 Consolidated Portfolio Review Corp14,453$654K0.1%+3.2%0.012%
10/24/2024 Arkadios Wealth Advisors6,405$290K0.0%+13.2%0.005%
10/23/2024 Allworth Financial LP6,289$284K0.0%+25.5%0.005%
10/23/2024 Silver Oak Securities Incorporated177,620$8.06M0.9%+1.2%0.144%
10/23/2024 West Michigan Advisors LLC35,130$1.59M0.5%-2.3%0.029%
10/23/2024 Cambridge Advisors Inc.45,241$2.05M0.4%-2.3%0.037%
10/23/2024 American Institute for Advanced Investment Management LLP36,455$1.65M1.2%+9.2%0.030%
10/23/2024 Commonwealth Financial Services LLC734,287$33.32M6.6%+4.6%0.596%
10/23/2024 Great Lakes Retirement Inc.572,963$25.92M3.3%+590,583.5%0.465%
10/22/2024 Private Advisor Group LLC423,467$19.16M0.1%-56.0%0.344%
10/22/2024 Maripau Wealth Management LLC18,441$834K0.7%-4.0%0.015%
10/21/2024 Vicus Capital34,485$1.56M0.1%+11.9%0.028%
10/21/2024 Moneywise Inc.5,378$243K0.1%-31.9%0.004%
10/21/2024 Foundations Investment Advisors LLC54,558$2.47M0.1%+15.0%0.044%
10/21/2024 Integrity Financial Corp WA3,601$163K0.1%-23.7%0.003%
10/21/2024 Cannon Financial Strategists Inc.72,086$3.26M0.6%-5.9%0.059%
10/19/2024 Cannon Financial Strategists Inc.87,652$3.91M0.8%+14.5%0.071%
10/19/2024Cyndeo Wealth Partners LLC446,352$20.19M1.4%-15.9%0.363%
10/19/2024Cedrus LLC333,069$15.07M5.6%+37.2%0.271%
10/19/2024New Century Financial Group LLC7,850$355K0.1%N/A0.006%
10/18/2024Commonwealth Equity Services LLC1,026,552$46.44M0.1%+2.5%0.836%
10/18/2024Alpha Financial Advisors LLC398,505$18.03M8.0%+4.8%0.324%
10/18/2024Raymond James & Associates1,835,026$83.02M0.1%-18.3%1.494%
10/17/2024Stratos Wealth Partners LTD.173,219$7.84M0.1%+9.8%0.141%
10/17/2024Richard W. Paul & Associates LLC1,275$58K0.0%-26.3%0.001%
10/17/2024Madrona Financial Services LLC192,470$8.71M2.4%-1.1%0.157%
10/17/2024LexAurum Advisors LLC231,922$10.49M2.3%+30.0%0.189%
10/17/2024 Sweet Financial Partners LLC8,290$375K0.1%-5.2%0.007%
10/17/2024 AlphaMark Advisors LLC151,506$6.85M2.4%+7.3%0.123%
10/17/2024 Drake & Associates LLC493,220$22.31M7.2%+2.4%0.401%
10/16/2024 Global Retirement Partners LLC27,127$1.23M0.0%-1.5%0.022%
10/16/2024 Quad Cities Investment Group LLC8,182$370K0.2%+8.2%0.007%
10/16/2024 Good Life Advisors LLC71,982$3.26M0.2%+24.5%0.059%
10/16/2024 Kowal Investment Group LLC18,085$818K0.2%-6.1%0.015%
10/16/2024 Cornerstone Wealth Management LLC212,339$9.61M0.7%+1.1%0.173%
10/16/2024 Kaydan Wealth Management Inc.7,436$336K0.1%+51.3%0.006%
10/16/2024 ERn Financial LLC126,572$5.73M0.9%-11.2%0.103%
10/15/2024 Keystone Wealth Services LLC43,140$1.95M0.5%+1.1%0.035%
10/15/2024 First Pacific Financial204,439$9.25M2.2%-2.7%0.166%
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10/15/2024 RDA Financial Network44,501$2.01M0.6%-1.7%0.036%
10/15/2024 NBC Securities Inc.28,868$1.31M0.1%+1.6%0.023%
10/11/2024 Iams Wealth Management LLC114,494$5.18M2.5%+23.6%0.094%
10/11/2024 Creative Planning8,499$384K0.0%-34.5%0.007%
10/11/2024 Stablepoint Partners LLC5,424$245K0.0%-30.9%0.004%
10/10/2024 Concourse Financial Group Securities Inc.56,777$2.57M0.2%+8.0%0.046%
10/10/2024 Retirement Planning Group LLC16,193$733K0.0%+3.7%0.013%
10/10/2024 HCR Wealth Advisors37,202$1.68M0.2%-11.7%0.030%
10/10/2024 Lion Street Advisors LLC5,187$235K0.1%-6.6%0.004%
10/10/2024 Simplicity Wealth LLC52,932$2.40M0.2%+4.1%0.043%
(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 ($379.47M), Signature Estate & Investment Advisors LLC ($324.19M), 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 ($3.45M), Signature Estate & Investment Advisors LLC ($2.58M), Coppell Advisory Solutions Corp. ($2.15M), Envestnet Asset Management Inc. ($1.97M), UBS Group AG ($1.80M), 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 55,100,882 shares in the last 24 months. This purchase volume represents approximately $3.22B in transactions.

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

Of the 264 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 25,686,008 shares in the last 24 months. This volume of shares sold represents approximately $1.63B in transactions.


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This page (NASDAQ:FIXD) was last updated on 11/4/2024 by MarketBeat.com Staff
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