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

First Trust TCW Opportunistic Fixed Income ETF logo
$43.48 -0.19 (-0.44%)
Closing price 04:00 PM Eastern
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$43.48 +0.01 (+0.01%)
As of 04:11 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)
229
Total
Institutional Inflows
(last 12 months)
$784.06M
Number of
Institutional Sellers
(last 12 months)
230
Total
Institutional Outflows
(last 12 months)
$1.52B
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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
7/11/2025Quad Cities Investment Group LLC6,041$265K0.1%-12.3%0.008%
7/11/2025First PREMIER Bank17,170$754K0.2%-3.0%0.022%
7/11/2025Farther Finance Advisors LLC61,514$2.70M0.1%-18.7%0.079%
7/10/2025 Wealth Enhancement Advisory Services LLC46,375$2.03M0.0%-10.2%0.060%
7/10/2025 American Financial Advisors LLC77,827$3.42M0.5%-67.1%0.100%
7/10/2025 Focus Financial Network Inc.9,408$413K0.0%+19.2%0.012%
7/9/2025 Dynamic Advisor Solutions LLC153,087$6.72M0.2%+6.2%0.197%
7/9/2025 Inspirion Wealth Advisors LLC43,916$1.93M0.3%-3.1%0.056%
7/9/2025 Triumph Capital Management241,523$10.60M3.2%+0.8%0.310%
7/9/2025 Beacon Financial Group37,564$1.65M0.2%-0.8%0.048%
7/9/2025 WealthCare Investment Partners LLC51,795$2.27M0.8%+8.3%0.067%
7/8/2025 Advance Capital Management Inc.32,226$1.41M0.1%-1.8%0.041%
7/8/2025 Goldstone Financial Group LLC4,613$202K0.0%N/A0.006%
7/7/2025 Capital Asset Advisory Services LLC4,874$214K0.0%-98.5%0.006%
7/7/2025 Dominguez Wealth Management Solutions Inc.316,518$13.89M9.6%+1.8%0.407%
7/7/2025 RDA Financial Network51,864$2.28M0.6%+4.2%0.067%
7/3/2025 TrueWealth Advisors LLC7,784$342K0.1%-5.7%0.009%
7/2/2025 HBW Advisory Services LLC91,398$4.01M0.5%+1.9%0.110%
7/2/2025 Howard Financial Services LTD.129,043$5.66M0.7%-33.8%0.155%
7/1/2025 Park National Corp OH163,316$7.17M0.2%-8.4%0.196%
7/1/2025 Private Client Services LLC13,611$597K0.2%-6.4%0.016%
5/28/2025Intrua Financial LLC65,661$2.88M0.4%+69.1%0.079%
5/21/2025Geneos Wealth Management Inc.192,342$8.43M0.3%+5.0%0.235%
5/20/2025Integrity Alliance LLC.4,675$205K0.0%N/A0.006%
5/19/2025Jane Street Group LLC155,434$6.81M0.0%-49.7%0.187%
5/19/2025Advisory Alpha LLC23,937$1.05M0.0%-10.6%0.029%
5/16/2025Coppell Advisory Solutions LLC320,690$14.04M1.1%-83.9%0.386%
5/16/2025Signature Estate & Investment Advisors LLC103,054$4.52M0.1%-65.1%0.124%
5/16/2025Ashton Thomas Private Wealth LLC93,346$4.09M0.2%+6.3%0.112%
5/16/2025Goldman Sachs Group Inc.59,188$2.60M0.0%-96.2%0.071%
5/16/2025Knightsbridge Asset Management LLC7,813$343K0.1%-23.6%0.009%
5/16/2025Pinnacle Family Advisors LLC45,586$2.00M1.1%-43.1%0.055%
5/15/2025Royal Bank of Canada1,097,980$48.14M0.0%-5.9%1.320%
5/15/2025Betterment LLC71,964$3.16M0.0%-20.5%0.087%
5/15/2025Baird Financial Group Inc.505,778$22.17M0.0%+5.7%0.608%
5/15/2025OLD Mission Capital LLC105,749$4.64M0.1%N/A0.127%
5/15/2025Beck Bode LLC31,334$1.37M0.3%-11.5%0.038%
5/14/2025CreativeOne Wealth LLC41,412$1.82M0.1%+30.1%0.050%
5/14/2025Quadcap Wealth Management LLC10,820$474K0.1%-11.3%0.013%
5/14/2025Per Stirling Capital Management LLC.303,486$13.31M1.9%-20.8%0.365%
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5/14/2025WCG Wealth Advisors LLC23,713$1.04M0.1%-6.7%0.029%
5/14/2025Comerica Bank74,694$3.28M0.0%-6.4%0.090%
5/14/2025Northwestern Mutual Wealth Management Co.166,052$7.28M0.0%+6.6%0.200%
5/14/2025Kestra Advisory Services LLC232,077$10.17M0.0%-53.5%0.279%
5/14/2025Ameriprise Financial Inc.1,373,732$60.24M0.0%-20.0%1.652%
5/14/2025Flow Traders U.S. LLC24,531$1.08M0.0%-15.6%0.030%
5/14/2025GDS Wealth Management436,011$19.12M1.6%+12.9%0.524%
5/14/2025Andina Capital Management LLC120,018$5.26M3.7%-13.8%0.144%
5/14/2025Laraway Financial Advisors Inc21,301$934K0.7%-3.0%0.026%
5/13/2025Sand Hill Global Advisors LLC26,169$1.15M0.0%N/A0.031%
5/13/2025Aptus Capital Advisors LLC77,456$3.40M0.0%-2.6%0.093%
5/13/2025Elequin Capital LP24,664$1.08M0.1%-10.8%0.030%
5/13/2025Global View Capital Management LLC58,602$2.57M0.9%-10.4%0.070%
5/13/2025Steward Partners Investment Advisory LLC417,767$18.32M0.2%-2.4%0.502%
5/13/2025Raymond James Financial Inc.3,286,678$144.09M0.1%-10.8%3.953%
5/13/2025Nations Financial Group Inc. IA ADV87,762$3.85M0.3%-47.6%0.106%
5/13/2025Leigh Baldwin & CO. LLC6,381$280K0.2%-12.3%0.008%
5/13/2025HighTower Advisors LLC843,299$36.97M0.1%+3.0%1.014%
5/13/2025Core Wealth Partners LLC20,901$916K0.5%+118.6%0.025%
5/12/2025Maia Wealth LLC46,741$2.02M0.5%-9.8%0.056%
5/12/2025Benjamin Edwards Inc.100,232$4.39M0.1%-22.0%0.121%
5/12/2025Condor Capital Management22,081$968K0.1%-1.7%0.027%
5/12/2025Townsquare Capital LLC11,699$513K0.0%-14.9%0.014%
5/12/2025Integrity Financial Corp WA2,673$117K0.1%-23.1%0.003%
5/12/2025Savvy Advisors Inc.13,292$583K0.1%-4.9%0.016%
5/12/2025LaSalle St. Investment Advisors LLC59,302$2.60M0.6%-3.6%0.071%
5/9/2025Commonwealth Financial Services LLC727,360$31.89M6.5%-0.8%0.875%
5/9/2025West Michigan Advisors LLC31,999$1.40M0.5%-3.4%0.038%
5/9/2025Atria Wealth Solutions Inc.135,515$5.94M0.1%-24.5%0.163%
5/9/2025Commonwealth Equity Services LLC939,632$41.19M0.1%-10.4%1.130%
5/8/2025IFG Advisory LLC39,775$1.74M0.1%+12.7%0.048%
5/8/2025US Bancorp DE1,722$75K0.0%-28.8%0.002%
5/8/2025BCGM Wealth Management LLC73,950$3.24M1.0%+3.7%0.089%
5/8/2025Elios Financial Group Inc.491,032$21.53M10.6%-0.2%0.591%
5/8/2025Harbour Investments Inc.279,535$12.26M0.4%-6.8%0.336%
5/8/2025MGO One Seven LLC48,125$2.11M0.1%+32.5%0.058%
5/8/2025Collaborative Wealth Managment Inc.20,583$902K0.4%-16.9%0.025%
5/8/2025FSB Premier Wealth Management Inc.128,654$5.64M2.2%-29.0%0.155%
5/8/2025Entruity Wealth LLC13,736$602K0.6%+9.7%0.017%
5/8/2025Arkadios Wealth Advisors4,988$219K0.0%-17.3%0.006%
5/8/2025Geneos Wealth Management Inc.529,811$23.23M0.6%+189.1%0.637%
5/8/2025Cozad Asset Management Inc.16,832$738K0.1%-13.0%0.020%
5/7/2025Foundations Investment Advisors LLC26,478$1.16M0.0%-30.7%0.032%
5/7/2025LPL Financial LLC7,352,408$322.33M0.1%-13.0%8.842%
5/7/2025First Heartland Consultants Inc.10,991$482K0.0%-74.0%0.013%
5/6/2025Assetmark Inc.80,517$3.53M0.0%-36.4%0.097%
5/6/2025ShoreHaven Wealth Partners LLC5,492$241K0.1%-20.5%0.007%
5/6/2025USAdvisors Wealth Management LLC103,957$4.56M1.6%-6.3%0.125%
5/6/2025Cetera Investment Advisers891,496$39.08M0.1%-25.7%1.072%
5/6/2025Avantax Advisory Services Inc.364,132$15.96M0.1%-19.1%0.438%
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5/6/2025Atria Investments Inc586,431$25.71M0.3%+0.4%0.705%
5/6/2025Pinnacle Associates Ltd.6,555$287K0.0%-9.3%0.008%
5/6/2025Opes Wealth Management LLC216,195$9.48M1.9%+0.4%0.260%
5/6/2025AE Wealth Management LLC61,160$2.68M0.0%-30.7%0.074%
5/6/2025 Triumph Capital Management239,623$10.51M3.5%+1.3%0.288%
5/6/2025Old Port Advisors9,666$424K0.1%-25.7%0.012%
5/6/2025BlueChip Wealth Advisors LLC13,165$577K0.3%-13.9%0.016%
5/6/2025WMG Financial Advisors LLC16,289$714K0.3%-5.1%0.020%
5/6/2025PFG Advisors66,955$2.94M0.2%-22.3%0.081%
5/6/2025Fagan Associates Inc.82,097$3.60M0.6%-4.4%0.099%
(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, 413 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), Raymond James Financial Inc. ($144.09M), Raymond James Financial Services Advisors Inc. ($110.21M), and Envestnet Asset Management Inc. ($89.79M).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 347 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), LPL Financial LLC ($3.16M), Signature Estate & Investment Advisors LLC ($2.34M), Coppell Advisory Solutions Corp. ($1.43M), Wells Fargo & Company MN ($1.31M), Coppell Advisory Solutions LLC ($1.25M), and Stephens Inc. AR ($1.22M).

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

Institutional investors have bought a total of 17,992,079 shares in the last 24 months. This purchase volume represents approximately $784.06M in transactions.

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

Of the 229 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 ($7.68M), LPL Financial LLC ($2.43M), Envestnet Asset Management Inc. ($1.67M), Coppell Advisory Solutions LLC ($1.67M), Goldman Sachs Group Inc. ($1.49M), Allen Capital Group LLC ($1.31M), and LVZ Inc. ($1.27M).

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

Institutional investors have sold a total of 34,882,729 shares in the last 24 months. This volume of shares sold represents approximately $1.52B in transactions.


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This page (NASDAQ:FIXD) was last updated on 7/11/2025 by MarketBeat.com Staff
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