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

First Trust TCW Opportunistic Fixed Income ETF logo
$44.86 -0.03 (-0.07%)
Closing price 10/17/2025 04:00 PM Eastern
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$44.86 0.00 (0.00%)
As of 10/17/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
223
Total
Institutional Inflows
(last 12 months)
$746.41M
Number of
Institutional Sellers
(last 12 months)
239
Total
Institutional Outflows
(last 12 months)
$1.57B
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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
10/17/2025Goldstone Financial Group LLC5,864$260K0.0%+27.1%0.008%
10/17/2025Perigon Wealth Management LLC15,725$699K0.0%+5.4%0.021%
10/16/2025 Darwin Wealth Management LLC76,174$3.38M1.1%-1.3%0.101%
10/16/2025 HBW Advisory Services LLC88,597$3.94M0.4%-3.1%0.117%
10/16/2025 Randall & Associates Wealth Management137,197$6.09M4.4%+15.3%0.181%
10/15/2025 TrueWealth Advisors LLC6,204$276K0.1%-20.3%0.008%
10/15/2025 CWM LLC79,490$3.53M0.0%+2.1%0.105%
10/15/2025 Iams Wealth Management LLC52,693$2.34M0.9%+23.0%0.069%
10/15/2025 First PREMIER Bank19,170$852K0.2%+11.6%0.025%
10/15/2025 Milestone Asset Management LLC14,769$656K0.1%N/A0.019%
10/15/2025 World Investment Advisors75,505$3.35M0.1%+2.1%0.099%
10/15/2025 Brookstone Capital Management29,687$1.32M0.0%+4.7%0.039%
10/15/2025 Private Trust Co. NA9,550$424K0.0%-19.7%0.013%
10/15/2025 Founders Financial Securities LLC11,927$530K0.0%-25.3%0.016%
10/15/2025 DAVENPORT & Co LLC9,055$402K0.0%+4.6%0.012%
10/14/2025 Farther Finance Advisors LLC56,867$2.53M0.0%-7.6%0.075%
10/14/2025 Private Client Services LLC9,388$417K0.1%-31.0%0.012%
10/10/2025 ABLE Financial Group LLC7,575$336K0.1%+4.4%0.010%
10/10/2025 Cyndeo Wealth Partners LLC21,412$951K0.1%-13.7%0.028%
10/9/2025 U.S. Capital Wealth Advisors LLC43,694$1.94M0.1%-0.7%0.058%
10/9/2025 Dynamic Advisor Solutions LLC152,290$6.77M0.2%-0.5%0.201%
10/8/2025 Asset Allocation Strategies LLC4,619$205K0.0%N/A0.006%
10/8/2025 RDA Financial Network52,210$2.32M0.6%+0.7%0.069%
10/8/2025 Beacon Financial Group19,257$855K0.1%-48.7%0.025%
10/7/2025 TCP Asset Management LLC370,931$16.48M2.9%+4.7%0.489%
10/6/2025 Inspirion Wealth Advisors LLC52,091$2.36M0.3%+18.6%0.069%
10/3/2025 HCR Wealth Advisors36,058$1.61M0.2%+2.1%0.047%
10/3/2025 Dominguez Wealth Management Solutions Inc.320,165$14.22M9.0%+1.2%0.419%
10/1/2025 Park National Corp OH158,640$7.05M0.2%-2.9%0.208%
9/4/2025Osaic Holdings Inc.1,175,359$51.59M0.1%-15.4%1.537%
8/29/2025Centaurus Financial Inc.132,171$5.80M0.3%-4.5%0.173%
8/27/2025Orion Porfolio Solutions LLC54,442$2.39M0.0%-11.1%0.071%
8/26/2025Thrivent Financial for Lutherans28,379$1.25M0.0%-97.3%0.037%
8/26/2025Claris Financial LLC26,813$1.18M0.9%-15.6%0.035%
8/20/2025Coppell Advisory Solutions LLC120,142$5.25M0.6%-62.5%0.157%
8/19/2025Advisory Services Network LLC13,818$602K0.0%+28.6%0.018%
8/18/2025Geneos Wealth Management Inc.540,649$23.73M0.6%+181.1%0.707%
8/15/2025Global View Capital Management LLC58,055$2.55M0.8%-0.9%0.076%
8/15/2025Equitable Holdings Inc.82,447$3.62M0.0%+13.0%0.108%
8/15/2025FSB Premier Wealth Management Inc.115,462$5.07M1.8%-10.3%0.151%
8/15/2025Visionary Wealth Advisors75,656$3.32M0.2%-20.9%0.099%
8/15/2025Snowden Capital Advisors LLC76,685$3.37M0.1%-3.7%0.100%
8/15/2025Orion Porfolio Solutions LLC54,442$2.39M0.0%-11.1%0.071%
8/15/2025MML Investors Services LLC226,889$9.96M0.0%+18.1%0.297%
8/15/2025EP Wealth Advisors LLC76,810$3.37M0.0%N/A0.100%
8/15/2025Benjamin Edwards Inc.121,401$5.33M0.1%+21.1%0.159%
8/15/2025Bank of America Corp DE738,055$32.39M0.0%-22.0%0.965%
8/15/2025Ameriprise Financial Inc.2,828,195$124.11M0.0%+105.9%3.699%
8/14/2025CLG LLC23,792$1.04M0.3%-21.2%0.031%
8/14/2025Jane Street Group LLC162,690$7.14M0.0%+4.7%0.213%
8/14/2025Ausdal Financial Partners Inc.28,559$1.25M0.1%+22.8%0.037%
8/14/2025Raymond 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%
8/14/2025Betterment LLC74,432$3.27M0.0%+3.4%0.097%
8/14/2025Diversify Advisory Services LLC15,897$698K0.0%-2.6%0.021%
8/14/2025NewEdge Advisors LLC479,228$21.03M0.1%-30.9%0.627%
8/14/2025Qube Research & Technologies Ltd4,900$215K0.0%+805.7%0.006%
8/14/2025Acorn Wealth Advisors LLC37,391$1.64M0.6%-1.4%0.049%
8/14/2025Cerity Partners LLC5,654$248K0.0%-39.7%0.007%
8/13/2025Per Stirling Capital Management LLC.321,180$14.10M1.8%+5.8%0.420%
8/13/2025StoneX Group Inc.20,201$887K0.0%-14.9%0.026%
8/13/2025Flow Traders U.S. LLC107,154$4.70M0.2%+336.8%0.140%
8/13/2025Gateway Wealth Partners LLC29,051$1.28M0.2%-41.5%0.038%
8/13/2025Baird Financial Group Inc.351,178$15.41M0.0%-30.6%0.459%
8/13/2025First Trust Advisors LP135,379$5.94M0.0%+5.2%0.177%
8/13/2025Elios Financial Group Inc.471,877$20.71M9.4%-3.9%0.617%
8/13/2025Twin Peaks Wealth Advisors LLC195,132$8.57M2.8%-6.9%0.255%
8/13/2025Beacon Pointe Advisors LLC33,935$1.49M0.0%+1.5%0.044%
8/13/2025Holos Integrated Wealth LLC20,568$902K0.5%-24.2%0.027%
8/13/2025Northwestern Mutual Wealth Management Co.164,783$7.23M0.0%-0.8%0.216%
8/13/2025Maia Wealth LLC43,048$1.89M0.4%-7.9%0.056%
8/12/2025J.W. Cole Advisors Inc.7,474$328K0.0%+5.5%0.010%
8/12/2025Richmond Investment Services LLC26,758$1.17M0.2%+102.4%0.035%
8/12/2025Financial Advocates Investment Management20,963$920K0.1%-84.4%0.027%
8/12/2025Steward Partners Investment Advisory LLC52,553$2.31M0.0%-87.4%0.069%
8/12/2025CreativeOne Wealth LLC67,340$2.96M0.1%+62.6%0.088%
8/12/2025Global Retirement Partners LLC8,788$386K0.0%N/A0.011%
8/12/2025 TCP Asset Management LLC354,144$15.54M3.1%+3.2%0.463%
8/12/2025Entruity Wealth LLC14,614$641K0.5%+6.4%0.019%
8/12/2025Cozad Asset Management Inc.6,503$285K0.0%-61.4%0.009%
8/12/2025Archer Investment Corp90,489$3.97M0.9%+1.4%0.118%
8/12/2025JPMorgan Chase & Co.899$39K0.0%-95.1%0.001%
8/12/2025GDS Wealth Management461,858$20.27M1.5%+5.9%0.604%
8/11/2025United Advisor Group LLC24,311$1.07M0.2%-5.1%0.032%
8/8/2025Rockefeller Capital Management L.P.142,500$6.25M0.0%+776.4%0.186%
8/8/2025Kingsview Wealth Management LLC102,169$4.48M0.1%-17.0%0.134%
8/8/2025Collaborative Wealth Managment Inc.15,693$689K0.3%-23.8%0.021%
8/8/2025Avantax Advisory Services Inc.298,695$13.11M0.1%-18.0%0.391%
8/8/2025Cetera Investment Advisers729,977$32.04M0.1%-18.1%0.955%
8/8/2025Creative Planning24,048$1.06M0.0%-37.2%0.031%
8/8/2025CFO4Life Group LLC82,195$3.61M0.6%-11.1%0.108%
8/8/2025Intrua Financial LLC45,700$2.01M0.3%-30.4%0.060%
8/8/2025Beck Bode LLC14,889$653K0.1%-52.5%0.019%
8/7/2025Fagan Associates Inc.80,306$3.53M0.5%-2.2%0.105%
8/7/2025Allworth Financial LP6,049$266K0.0%-3.9%0.008%
8/7/2025PFG Advisors52,829$2.32M0.1%-21.1%0.069%
8/7/2025Alpha Financial Advisors LLC340,242$14.93M5.8%+0.1%0.445%
8/6/2025Prospera Financial Services Inc533,687$23.43M0.4%+12.3%0.698%
8/6/2025Cannon Financial Strategists Inc.62,129$2.73M0.4%-16.7%0.081%
8/6/2025AE Wealth Management LLC50,228$2.21M0.0%-17.9%0.066%
(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, 402 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 332 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 17,082,647 shares in the last 24 months. This purchase volume represents approximately $746.41M in transactions.

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

Of the 239 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 36,091,502 shares in the last 24 months. This volume of shares sold represents approximately $1.57B in transactions.


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This page (NASDAQ:FIXD) was last updated on 10/20/2025 by MarketBeat.com Staff
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