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

First Trust TCW Opportunistic Fixed Income ETF logo
$44.44 +0.11 (+0.25%)
Closing price 04:00 PM Eastern
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$44.44 +0.01 (+0.01%)
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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)
227
Total
Institutional Inflows
(last 12 months)
$761.93M
Number of
Institutional Sellers
(last 12 months)
245
Total
Institutional Outflows
(last 12 months)
$1.60B
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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
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%
8/14/2025Darwin 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%
8/12/2025TCP 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%
8/6/2025Walkner Condon Financial Advisors LLC18,444$809K0.1%-6.2%0.024%
8/6/2025LeClair Wealth Partners LLC513,808$22.55M15.3%+13.3%0.672%
8/6/2025Golden State Wealth Management LLC51,751$2.27M0.3%-3.8%0.068%
8/6/2025ROI Financial Advisors LLC4,642$204K0.1%N/A0.006%
8/6/2025First Horizon Advisors Inc.92,917$4.08M0.1%+5.3%0.122%
8/6/2025Csenge Advisory Group54,336$2.36M0.1%-1.4%0.071%
8/5/2025NewSquare Capital LLC37,174$1.63M0.1%+23.0%0.049%
8/5/2025BCGM Wealth Management LLC75,570$3.32M0.9%+2.2%0.099%
8/5/2025Sigma Planning Corp56,906$2.50M0.1%-24.4%0.074%
8/5/2025Integrity Financial Corp WA2,103$92K0.0%-21.3%0.003%
8/4/2025Great Lakes Retirement Inc.594,414$26.09M3.1%+0.7%0.778%
8/4/2025Creative Financial Designs Inc. ADV37,897$1.66M0.1%-2.8%0.050%
8/4/2025Creekmur Asset Management LLC3,796$167K0.0%-96.9%0.005%
8/4/2025IFG Advisory LLC36,050$1.58M0.1%-9.4%0.047%
8/4/2025Atria Investments Inc536,175$23.53M0.3%-8.6%0.701%
8/4/2025Savvy Advisors Inc.12,067$530K0.0%-9.2%0.016%
8/4/2025Assetmark Inc.91,814$4.03M0.0%+14.0%0.120%
8/4/2025Spire Wealth Management14,114$619K0.0%-79.1%0.018%
8/4/2025World Investment Advisors73,957$3.25M0.1%-7.3%0.097%
8/1/2025Advisory Alpha LLC20,053$880K0.0%-16.2%0.026%
8/1/2025Ashton Thomas Private Wealth LLC90,823$3.99M0.1%-2.7%0.119%
8/1/2025Signature Wealth Management Group42,512$1.87M0.7%-1.5%0.056%
8/1/2025Envestnet Asset Management Inc.2,161,343$94.86M0.0%+5.5%2.827%
7/31/2025Opes Wealth Management LLC209,809$9.21M1.6%-3.0%0.274%
7/30/2025Strategic Blueprint LLC7,177$315K0.0%-12.3%0.009%
7/30/2025Family Capital Management Inc.87,770$3.85M2.0%+2.3%0.115%
7/30/2025Brookstone Capital Management28,357$1.25M0.0%+5.9%0.037%
7/30/2025Retirement Planning Group LLC55,799$2.45M0.1%+17.6%0.073%
7/30/2025D.A. Davidson & CO.47,611$2.09M0.0%-18.8%0.062%
(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, 404 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 331 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 17,424,100 shares in the last 24 months. This purchase volume represents approximately $761.93M in transactions.

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

Of the 245 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 36,746,041 shares in the last 24 months. This volume of shares sold represents approximately $1.60B in transactions.


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This page (NASDAQ:FIXD) was last updated on 9/29/2025 by MarketBeat.com Staff
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