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

First Trust TCW Opportunistic Fixed Income ETF logo
$43.45 +0.14 (+0.32%)
As of 01:57 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)
245
Total
Institutional Inflows
(last 12 months)
$1.06B
Number of
Institutional Sellers
(last 12 months)
191
Total
Institutional Outflows
(last 12 months)
$1.05B
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FIXD Institutional Buying and Selling by Quarter

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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
4/15/2025EdgeRock Capital LLC6,580$289K0.2%-14.8%0.007%
4/15/2025Columbia Advisory Partners LLC35,773$1.57M1.4%-1.2%0.040%
4/15/2025Integrated Advisors Network LLC15,491$679K0.0%-14.6%0.018%
4/14/2025 Farther Finance Advisors LLC75,656$3.33M0.1%+0.6%0.086%
4/14/2025 NewSquare Capital LLC30,232$1.33M0.1%+30.4%0.034%
4/14/2025 Patriot Financial Group Insurance Agency LLC9,169$402K0.1%-20.4%0.010%
4/14/2025 RDA Financial Network49,772$2.18M0.7%+2.4%0.056%
4/14/2025 LexAurum Advisors LLC226,484$9.93M1.9%-7.2%0.256%
4/11/2025 Signal Advisors Wealth LLC4,722$207K0.0%-77.2%0.005%
4/10/2025 Retirement Planning Group LLC47,465$2.08M0.1%+87.1%0.052%
4/10/2025 Beacon Financial Group37,886$1.66M0.2%-4.2%0.042%
4/10/2025 Long Run Wealth Advisors LLC934,083$40.95M9.3%+3.2%1.028%
4/10/2025 Iams Wealth Management LLC46,180$2.03M0.9%-73.6%0.051%
4/10/2025 TrueWealth Advisors LLC8,257$362K0.1%-58.6%0.009%
4/9/2025 RFG Advisory LLC52,648$2.31M0.1%-9.2%0.058%
4/9/2025 Capital Asset Advisory Services LLC335,748$14.74M0.8%-32.1%0.369%
4/9/2025 HBW Advisory Services LLC89,700$3.93M0.6%-42.2%0.099%
4/9/2025 Bennett Associates Wealth Management127,807$5.60M4.6%+4.1%0.141%
4/9/2025 Inspirion Wealth Advisors LLC45,331$1.99M0.3%-12.4%0.050%
4/9/2025 Quad Cities Investment Group LLC6,892$302K0.1%-6.6%0.008%
4/9/2025 NBC Securities Inc.14,285$626K0.1%+50,917.9%0.016%
4/9/2025 Advance Capital Management Inc.32,804$1.44M0.1%-15.1%0.036%
4/8/2025 Advisory Alpha LLC23,350$1.02M0.1%-12.8%0.026%
4/8/2025 Private Client Services LLC14,536$637K0.3%-18.1%0.016%
4/7/2025 O Connor Financial Group LLC421,266$18.47M9.6%-2.0%0.465%
4/7/2025 Howard Financial Services LTD.194,977$8.55M1.2%-12.7%0.215%
4/2/2025 Park National Corp OH178,358$7.82M0.3%+10.1%0.174%
3/17/2025Wealth Enhancement Advisory Services LLC47,288$2.03M0.0%+56.8%0.046%
3/12/2025Centaurus Financial Inc.137,443$5.91M0.4%+35.9%0.134%
2/27/2025ABLE Financial Group LLC12,535$539K0.2%-2.6%0.012%
2/25/2025Leigh Baldwin & CO. LLC7,274$313K0.2%N/A0.007%
2/25/2025Armis Advisers LLC6,774$291K0.0%N/A0.007%
2/25/2025Integrated Advisors Network LLC18,146$780K0.0%+6.8%0.018%
2/24/2025United Advisor Group LLC24,947$1.07M0.2%-15.8%0.024%
2/19/2025Richmond Investment Services LLC13,216$568K0.3%N/A0.013%
2/19/2025WCG Wealth Advisors LLC25,406$1.09M0.1%N/A0.025%
2/18/2025 Retirement Planning Group LLC25,369$1.09M0.1%+56.7%0.025%
2/18/2025Novem Group7,964$342K0.0%N/A0.008%
2/18/2025Elequin Capital LP27,646$1.19M0.1%N/A0.027%
2/18/2025First Heartland Consultants Inc.42,254$1.82M0.2%-89.3%0.041%
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2/17/2025Visionary Wealth Advisors187,365$8.05M0.5%-27.9%0.183%
2/17/2025Snowden Capital Advisors LLC152,104$6.54M0.2%+3.2%0.149%
2/17/2025Royal Bank of Canada1,166,248$50.12M0.0%-2.1%1.141%
2/17/2025Millennium Management LLC6,641$285K0.0%N/A0.006%
2/17/2025Laraway Financial Advisors Inc21,952$943K0.7%+4.0%0.021%
2/17/2025Guardian Wealth Advisors LLC NC76,809$3.30M0.3%-45.1%0.075%
2/17/2025CoreCap Advisors LLC171,369$7.36M0.3%+115.5%0.168%
2/17/2025Cambridge Investment Research Advisors Inc.946,596$40.68M0.1%+1.6%0.926%
2/17/2025Cetera Investment Advisers1,199,421$51.54M0.1%-22.1%1.173%
2/17/2025Captrust Financial Advisors8,567$368K0.0%-3.2%0.008%
2/17/2025Baird Financial Group Inc.478,510$20.56M0.0%+52.2%0.468%
2/17/2025Beck Bode LLC35,418$1.52M0.3%-24.6%0.035%
2/17/2025Bank of America Corp DE924,941$39.75M0.0%+5.2%0.905%
2/17/2025Benjamin Edwards Inc.128,577$5.53M0.1%-2.5%0.126%
2/17/2025Ameriprise Financial Inc.1,716,682$73.79M0.0%+32.4%1.679%
2/17/2025Aptus Capital Advisors LLC79,554$3.42M0.0%-44.3%0.078%
2/14/2025Jane Street Group LLC309,173$13.29M0.0%+6,008.9%0.302%
2/14/2025Bison Wealth LLC46,496$2.00M0.4%-3.7%0.045%
2/14/2025Triumph Capital Management236,645$10.17M3.5%+3.4%0.231%
2/14/2025Comerica Bank79,817$3.43M0.0%-23.7%0.078%
2/14/2025Beacon Pointe Advisors LLC33,411$1.44M0.0%-1.2%0.033%
2/14/2025Betterment LLC90,499$3.89M0.0%+19.6%0.089%
2/14/2025Knightsbridge Asset Management LLC10,232$440K0.1%+34.7%0.010%
2/14/2025Two Sigma Securities LLC6,732$289K0.0%N/A0.007%
2/14/2025Coppell Advisory Solutions LLC1,992,193$85.93M12.2%+92.0%1.948%
2/14/2025MGO One Seven LLC36,333$1.56M0.1%+168.4%0.036%
2/14/2025Harvest Investment Services LLC30,399$1.31M0.3%+10.4%0.030%
2/14/2025Susquehanna International Group LLP136,653$5.87M0.0%-55.9%0.134%
2/14/2025Stifel Financial Corp933,829$40.13M0.0%-1.8%0.913%
2/14/2025OneDigital Investment Advisors LLC130,259$5.60M0.1%+1.0%0.127%
2/14/2025MML Investors Services LLC137,278$5.90M0.0%+46.8%0.134%
2/14/2025Mach 1 Financial Group LLC26,278$1.13M2.0%-94.6%0.026%
2/14/2025First Trust Advisors LP170,592$7.33M0.0%-48.6%0.167%
2/14/2025GeoWealth Management LLC9,624$414K0.0%-85.9%0.009%
2/14/2025Concourse Financial Group Securities Inc.45,092$1.94M0.1%-20.6%0.044%
2/13/2025NewEdge Advisors LLC792,984$34.08M0.2%+3.2%0.776%
2/13/2025Rossby Financial LCC6,772$291K0.2%N/A0.007%
2/13/2025LaSalle St. Investment Advisors LLC61,502$2.64M0.8%N/A0.060%
2/13/2025CreativeOne Wealth LLC31,841$1.37M0.0%-27.6%0.031%
2/13/2025Mariner LLC350,324$15.05M0.0%+217.0%0.343%
2/13/2025Savvy Advisors Inc.13,984$601K0.1%-10.0%0.014%
2/13/2025Entruity Wealth LLC12,527$538K0.5%N/A0.012%
2/13/2025Townsquare Capital LLC13,747$591K0.0%+80.2%0.013%
2/13/2025Crux Wealth Advisors88,426$3.80M2.1%N/A0.086%
2/13/2025Elios Financial Group Inc.492,104$21.15M10.0%+24.1%0.481%
2/13/2025Solano Wealth Investment Advisors LLC7,699$331K0.2%N/A0.008%
2/13/2025Advisory Services Network LLC12,321$529K0.0%-59.4%0.012%
2/13/2025Cerity Partners LLC54,446$2.34M0.0%N/A0.053%
2/13/2025Envestnet Asset Management Inc.2,577,675$110.76M0.0%-20.4%2.521%
2/13/2025Wells Fargo & Company MN6,313,439$271.29M0.1%-10.4%6.175%
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2/12/2025World Investment Advisors121,125$5.21M0.1%+39.3%0.118%
2/12/2025OneAscent Financial Services LLC10,756$462K0.0%N/A0.011%
2/12/2025Creekmur Asset Management LLC122,829$5.28M1.2%+8.5%0.120%
2/12/2025Private Portfolio Partners LLC24,678$1.06M0.2%-4.3%0.024%
2/12/2025StoneX Group Inc.81,184$3.49M0.2%-23.0%0.079%
2/12/2025FSB Premier Wealth Management Inc.181,185$7.79M3.1%+2.2%0.177%
2/12/2025BlueChip Wealth Advisors LLC15,284$657K0.4%+46.9%0.015%
2/12/2025Tucker Asset Management LLC8,026$345K0.0%+35.8%0.008%
2/12/2025Orion Portfolio Solutions LLC94,559$4.06M0.0%-44.0%0.092%
2/12/2025JPMorgan Chase & Co.6,172$265K0.0%-90.2%0.006%
(Data available from 1/1/2016 forward)

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FIXD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FIXD shares?

During the previous two years, 416 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 ($363.07M), Wells Fargo & Company MN ($271.29M), UBS Group AG ($165.57M), Raymond James Financial Inc. ($158.29M), Envestnet Asset Management Inc. ($110.76M), 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 355 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), Raymond James Financial Inc. ($3.68M), Signature Estate & Investment Advisors LLC ($2.60M), UBS Group AG ($1.73M), Envestnet Asset Management Inc. ($1.67M), Coppell Advisory Solutions Corp. ($1.43M), 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 58,242,958 shares in the last 24 months. This purchase volume represents approximately $2.95B in transactions.

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

Of the 270 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: Signature Estate & Investment Advisors LLC ($7.49M), LVZ Inc. ($1.36M), LPL Financial LLC ($1.33M), Envestnet Asset Management Inc. ($1.25M), Bogart Wealth LLC ($991.48K), Osaic Holdings Inc. ($984.99K), and GDS Wealth Management ($893.80K).

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

Institutional investors have sold a total of 33,244,965 shares in the last 24 months. This volume of shares sold represents approximately $1.51B in transactions.


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This page (NASDAQ:FIXD) was last updated on 4/16/2025 by MarketBeat.com Staff
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