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

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$43.22
+0.33 (+0.77%)
(As of 05/15/2024 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)
256
Total
Institutional Inflows
(last 12 months)
$1.28B
Number of
Institutional Sellers
(last 12 months)
175
Total
Institutional Outflows
(last 12 months)
$431.92M
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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
5/15/2024Kestra Advisory Services LLC1,141,143$49.75M0.3%+17.3%0.980%
5/14/2024Axxcess Wealth Management LLC529,928$23.11M0.6%+20.8%0.455%
5/14/2024OLD Mission Capital LLC444,225$19.37M0.3%N/A0.381%
5/14/2024Freestone Capital Holdings LLC4,600$201K0.0%N/A0.004%
5/14/2024CreativeOne Wealth LLC26,930$1.17M0.0%N/A0.023%
5/14/2024Commonwealth Financial Services LLC351,782$15.69M4.2%-0.3%0.302%
5/13/2024 Hilltop Partners LLC41,123$1.79M0.6%+12.8%0.035%
5/13/2024 Signature Estate & Investment Advisors LLC6,767,926$295.08M8.3%+12.2%5.809%
5/10/2024 Osaic Holdings Inc.1,124,307$49.02M0.1%-46.7%0.965%
5/9/2024 Private Portfolio Partners LLC25,396$1.11M0.2%+7.8%0.022%
5/9/2024 Orion Portfolio Solutions LLC113,999$4.97M0.1%-31.1%0.098%
5/9/2024 Kingsview Wealth Management LLC49,012$2.14M0.1%-7.1%0.042%
5/8/2024 Cozad Asset Management Inc.21,873$954K0.1%-4.2%0.019%
5/8/2024 Avantax Advisory Services Inc.576,992$25.16M0.2%+11.2%0.495%
5/7/2024 SilverOak Wealth Management LLC26,282$1.15M0.3%+3.6%0.023%
5/7/2024 Concurrent Investment Advisors LLC195,241$8.51M0.3%+1.0%0.168%
5/7/2024 BCGM Wealth Management LLC62,855$2.74M1.0%+0.8%0.054%
5/7/2024 EQ LLC15,953$696K0.4%+104.5%0.014%
5/7/2024 Oppenheimer & Co. Inc.41,685$1.82M0.0%-29.5%0.036%
5/7/2024 PFG Advisors25,706$1.12M0.1%-11.8%0.022%
5/7/2024 Wealthspire Advisors LLC9,359$408K0.0%-20.1%0.008%
5/6/2024 Envestnet Portfolio Solutions Inc.293,678$12.80M0.0%-11.1%0.252%
5/6/2024 CFO4Life Group LLC191,298$8.34M1.5%-8.8%0.164%
5/6/2024 Advisory Alpha LLC155,975$6.80M0.3%-2.5%0.134%
5/4/2024 Geneos Wealth Management Inc.138,272$6.03M0.3%+4.1%0.118%
5/4/2024 Buck Wealth Strategies LLC5,413$236K0.1%N/A0.005%
5/4/2024 Csenge Advisory Group79,864$3.48M0.2%+16.2%0.068%
5/3/2024 Clarity Capital Partners LLC61,577$2.69M1.8%+14.8%0.053%
5/3/2024 Avidian Wealth Solutions LLC5,166$225K0.0%-23.9%0.004%
5/3/2024 Larson Financial Group LLC384,848$16.78M1.3%+21.1%0.329%
5/3/2024 Rehmann Capital Advisory Group484,251$21.11M1.6%+12.1%0.414%
5/3/2024 Integrity Financial Corp WA16,085$701K0.5%-44.6%0.014%
5/2/2024 Mutual Advisors LLC178,074$7.76M0.2%+55.9%0.152%
5/2/2024 USAdvisors Wealth Management LLC105,765$4.61M1.7%-2.1%0.090%
5/2/2024 Palisade Asset Management LLC1,675$73K0.0%N/A0.001%
5/1/2024 StoneX Group Inc.167,506$7.30M0.8%-12.3%0.143%
5/1/2024 Blackhawk Capital Partners LLC.44,362$1.93M1.2%+7.7%0.038%
5/1/2024 Janney Montgomery Scott LLC546,119$23.81M0.1%+57.6%0.467%
5/1/2024 Concourse Financial Group Securities Inc.53,932$2.35M0.2%-6.3%0.046%
5/1/2024 Flynn Zito Capital Management LLC19,963$870K0.4%-9.0%0.017%
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5/1/2024 Diversify Advisory Services LLC31,541$1.36M0.1%N/A0.027%
4/30/2024 Private Advisor Group LLC945,279$41.21M0.3%+14.7%0.809%
4/30/2024 Cutter & CO Brokerage Inc.41,956$1.83M0.4%+34.6%0.036%
4/30/2024 SpiderRock Advisors LLC5,214$226K0.0%N/A0.004%
4/30/2024 Arkadios Wealth Advisors86,766$3.78M0.3%-1.9%0.074%
4/30/2024 Perigon Wealth Management LLC14,401$628K0.0%+80.0%0.012%
4/29/2024Commonwealth Equity Services LLC1,031,134$44.96M0.1%+29.3%0.882%
4/29/2024 Benjamin Edwards Inc.15,368$670K0.1%+38.6%0.013%
4/29/2024 Benjamin F. Edwards & Company Inc.107,137$4.67M0.1%-22.1%0.092%
4/29/2024 Seascape Capital Management498,877$21.75M8.1%+18.2%0.426%
4/29/2024 Newman Dignan & Sheerar Inc.149,787$6.53M1.7%+9.4%0.128%
4/26/2024 Acorn Wealth Advisors LLC31,250$1.36M0.7%+70.0%0.027%
4/26/2024 Cottonwood Capital Advisors LLC24,598$1.04M0.8%-5.2%0.021%
4/26/2024 Bellevue Asset Management LLC197,341$8.60M4.9%+172.9%0.169%
4/26/2024 Clear Creek Financial Management LLC21,115$921K0.1%+4.2%0.018%
4/26/2024 KG&L Capital Management LLC5,563$243K0.1%+15.0%0.005%
4/26/2024 Bogart Wealth LLC10,896$475K0.0%-28.1%0.009%
4/25/2024 Q3 Asset Management5,582$240K0.1%-67.5%0.005%
4/25/2024 Capital Investment Advisory Services LLC5,571$243K0.0%+89.2%0.005%
4/25/2024 Triumph Capital Management205,117$8.87M3.6%+26.8%0.175%
4/25/2024 L.M. Kohn & Company13,946$608K0.2%N/A0.012%
4/25/2024 Long Run Wealth Advisors LLC729,628$31.81M8.4%+4.9%0.612%
4/25/2024 Cambridge Investment Research Advisors Inc.876,390$38.21M0.1%+4.6%0.735%
4/24/2024 Private Trust Co. NA16,292$710K0.1%-13.0%0.014%
4/24/2024 Landmark Wealth Management LLC127,970$5.58M2.6%+5.7%0.107%
4/24/2024 Simplicity Wealth LLC70,011$3.05M0.1%+943.1%0.059%
4/24/2024 Spire Wealth Management687,815$29.99M1.2%+1.5%0.577%
4/24/2024 First Pacific Financial255,237$11.13M3.1%-0.4%0.214%
4/23/2024 Lunt Capital Management Inc.59,623$2.60M1.3%-8.2%0.050%
4/23/2024 Milestone Asset Management LLC9,210$402K0.1%N/A0.008%
4/23/2024 Global Retirement Partners LLC38,104$1.66M0.1%-3.4%0.032%
4/23/2024 Twin Peaks Wealth Advisors LLC255,465$11.14M6.2%+33.3%0.214%
4/23/2024 Sweet Financial Partners LLC12,984$566K0.1%-96.9%0.011%
4/23/2024 Nations Financial Group Inc. IA ADV144,402$6.30M0.5%+5.2%0.121%
4/23/2024 TrueWealth Advisors LLC30,266$1.32M0.5%+14.3%0.025%
4/23/2024 Stablepoint Partners LLC9,099$397K0.1%+2.8%0.008%
4/23/2024 Strategic Blueprint LLC21,053$918K0.1%+7.8%0.018%
4/23/2024 Raymond James Financial Services Advisors Inc.3,249,921$141.70M0.2%+2.4%2.726%
4/22/2024 Strategic Financial Concepts LLC130,767$5.70M1.4%+24.0%0.110%
4/22/2024 American Financial Advisors LLC697,429$30.41M4.3%-1.4%0.585%
4/22/2024 Centennial Wealth Advisory LLC60,357$2.63M1.2%+1.8%0.051%
4/22/2024 Raymond James & Associates2,073,452$90.40M0.1%+5.4%1.739%
4/22/2024Ashton Thomas Private Wealth LLC18,157$792K0.0%+300.9%0.015%
4/22/2024 American Institute for Advanced Investment Management LLP30,775$1.34M1.1%+134.2%0.026%
4/19/2024 Core Wealth Partners LLC23,775$1.04M0.8%+75.2%0.020%
4/19/2024 Accel Wealth Management6,357$277K0.1%+7.3%0.005%
4/19/2024 Cornerstone Wealth Management LLC223,827$9.76M0.8%-1.8%0.188%
4/19/2024 Madrona Financial Services LLC173,300$7.56M2.6%+30.3%0.145%
4/19/2024 TCP Asset Management LLC302,013$13.17M3.5%+32.1%0.253%
4/18/2024 Iams Wealth Management LLC208,136$9.04M5.5%-4.4%0.174%
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4/18/2024 Colton Groome Financial Advisors LLC13,555$591K0.2%-5.4%0.011%
4/18/2024 AlphaMark Advisors LLC136,631$5.96M2.1%+43.7%0.114%
4/18/2024 Dominguez Wealth Management Solutions Inc.313,828$13.68M10.8%+4.2%0.263%
4/18/2024 Kowal Investment Group LLC20,128$878K0.2%-5.1%0.017%
4/18/2024 Fifth Third Securities Inc.102,671$4.48M0.4%+21.9%0.086%
4/17/2024 Founders Financial Securities LLC10,809$471K0.0%-95.4%0.009%
4/17/2024 Vicus Capital30,016$1.31M0.1%+36.9%0.025%
4/16/2024 OneAscent Financial Services LLC25,559$1.11M0.1%-17.1%0.021%
4/16/2024 Cambridge Advisors Inc.50,527$2.20M0.5%-9.4%0.042%
4/16/2024 Capital Asset Advisory Services LLC450,656$19.39M1.1%+24.2%0.378%
(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, 410 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 ($307.20M), Signature Estate & Investment Advisors LLC ($295.08M), Wells Fargo & Company MN ($279.63M), Envestnet Asset Management Inc. ($197.47M), UBS Group AG ($165.57M), and Raymond James Financial Services Advisors Inc. ($141.70M).Learn more on FIXD's institutional investors.

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

Of the 338 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: Signature Estate & Investment Advisors LLC ($6.77M), LPL Financial LLC ($3.45M), Envestnet Asset Management Inc. ($1.97M), UBS Group AG ($1.80M), Raymond James Financial Services Advisors Inc. ($1.51M), Wells Fargo & Company MN ($1.31M), and Private Advisor Group LLC ($1.30M).

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

Institutional investors have bought a total of 55,249,033 shares in the last 24 months. This purchase volume represents approximately $3.62B in transactions.

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

Of the 278 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. ($5.94M), Wells Fargo & Company MN ($1.80M), Bogart Wealth LLC ($1.45M), LPL Financial LLC ($1.03M), Osaic Holdings Inc. ($984.99K), Envestnet Asset Management Inc. ($978.66K), 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 31,056,036 shares in the last 24 months. This volume of shares sold represents approximately $2.35B in transactions.


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This page (NASDAQ:FIXD) was last updated on 5/15/2024 by MarketBeat.com Staff

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