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

First Trust TCW Opportunistic Fixed Income ETF logo
$43.54 +0.10 (+0.23%)
Closing price 07/25/2025 03:59 PM Eastern
Extended Trading
$43.44 -0.10 (-0.22%)
As of 07/25/2025 04:12 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)
227
Total
Institutional Inflows
(last 12 months)
$748.25M
Number of
Institutional Sellers
(last 12 months)
229
Total
Institutional Outflows
(last 12 months)
$1.49B
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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
7/25/2025Atria Wealth Solutions Inc.17,423$765K0.0%-87.1%0.023%
7/25/2025Envestnet Portfolio Solutions Inc.26,327$1.16M0.0%-69.7%0.034%
7/25/2025MGO One Seven LLC46,263$2.03M0.1%-3.9%0.060%
7/25/2025Landmark Wealth Management LLC136,837$6.01M2.6%-1.9%0.179%
7/25/2025Commonwealth Financial Services LLC707,406$31.05M6.0%-2.7%0.924%
7/25/2025CWM LLC77,864$3.42M0.0%-7.9%0.102%
7/25/2025Concurrent Investment Advisors LLC63,748$2.80M0.1%+1.1%0.083%
7/25/2025Apollon Wealth Management LLC9,219$405K0.0%-23.3%0.012%
7/24/2025 Cyndeo Wealth Partners LLC24,822$1.09M0.1%-3.8%0.032%
7/24/2025 WMG Financial Advisors LLC13,812$606K0.2%-15.2%0.018%
7/24/2025 IFP Advisors Inc214,385$9.41M0.3%+2.4%0.279%
7/24/2025 Columbia Advisory Partners LLC33,485$1.47M1.1%-6.4%0.044%
7/23/2025 Clear Creek Financial Management LLC22,450$985K0.1%+4.5%0.029%
7/23/2025 Bellevue Asset Management LLC16,603$729K0.4%-92.8%0.022%
7/23/2025 First Financial Group Corp58,531$2.57M2.5%-4.2%0.076%
7/23/2025 Laraway Financial Advisors Inc20,739$910K0.7%-2.6%0.027%
7/23/2025 Tcfg Wealth Management LLC12,647$555K0.3%-9.5%0.016%
7/23/2025 Bennett Associates Wealth Management119,006$5.22M4.0%-6.9%0.155%
7/23/2025 Drake & Associates LLC575,034$25.24M6.2%+1.9%0.748%
7/22/2025 Comprehensive Financial Consultants Institutional Inc.17,957$788K0.3%-2.4%0.023%
7/22/2025 DAVENPORT & Co LLC8,660$380K0.0%+44.9%0.011%
7/22/2025 USAdvisors Wealth Management LLC102,625$4.50M1.7%-1.3%0.133%
7/21/2025 Clarity Capital Partners LLC19,290$847K0.3%-51.8%0.025%
7/21/2025 Ameritas Advisory Services LLC53,910$2.37M0.1%-71.9%0.070%
7/21/2025 Capital Planning LLC92,943$4.08M1.3%+5.0%0.121%
7/21/2025 Patriot Financial Group Insurance Agency LLC8,271$363K0.0%-9.8%0.011%
7/18/2025 Vicus Capital11,343$498K0.0%-70.6%0.015%
7/18/2025 Madrona Financial Services LLC5,980$262K0.1%-43.0%0.008%
7/18/2025 QTR Family Wealth LLC37,393$1.64M1.0%-12.8%0.048%
7/18/2025 Truist Financial Corp1,262,572$55.41M0.1%+2.2%1.626%
7/17/2025 LexAurum Advisors LLC215,435$9.46M1.5%-4.9%0.277%
7/17/2025 Janney Montgomery Scott LLC204,174$8.96M0.0%-31.0%0.263%
7/17/2025 ERn Financial LLC120,838$5.30M1.1%+1.6%0.156%
7/17/2025 Wagner Wealth Management LLC1,133$50K0.0%-51.3%0.001%
7/17/2025 KG&L Capital Management LLC10,836$476K0.1%+12.8%0.014%
7/16/2025 Old Port Advisors8,517$374K0.1%-11.9%0.011%
7/16/2025 Novem Group9,527$418K0.1%+7.7%0.012%
7/16/2025 Cambridge Advisors Inc.22,632$993K0.2%-24.8%0.029%
7/16/2025 Maridea Wealth Management LLC21,793$956K0.2%N/A0.028%
7/15/2025 Traction Financial Partners LLC4,745$208K0.1%N/A0.006%
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7/14/2025 Golden State Equity Partners64,039$2.81M0.5%-6.0%0.082%
7/14/2025 Iams Wealth Management LLC42,846$1.88M0.9%-7.2%0.055%
7/14/2025 U.S. Capital Wealth Advisors LLC44,001$1.93M0.1%-0.9%0.057%
7/14/2025 Lighthouse Wealth Management Inc.9,547$419K0.4%-14.1%0.012%
7/14/2025 Park Avenue Securities LLC32,353$1.42M0.0%N/A0.042%
7/11/2025 Quad Cities Investment Group LLC6,041$265K0.1%-12.3%0.008%
7/11/2025 First PREMIER Bank17,170$754K0.2%-3.0%0.022%
7/11/2025 Farther 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%
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%
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Time is short. Trump's reforms may be coming fast—and the financial system roller coaster may be a ride that you don't want to take with your retirement savings.

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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%
5/14/2025 Andina Capital Management LLC120,018$5.26M3.7%-13.8%0.144%
5/14/2025 Laraway 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%
(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, 408 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 341 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 ($2.12M), 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 17,158,059 shares in the last 24 months. This purchase volume represents approximately $748.25M 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 34,342,187 shares in the last 24 months. This volume of shares sold represents approximately $1.49B in transactions.


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This page (NASDAQ:FIXD) was last updated on 7/26/2025 by MarketBeat.com Staff
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