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

First Trust TCW Opportunistic Fixed Income ETF logo
$42.72 -0.46 (-1.07%)
Closing price 05/21/2025 04:00 PM Eastern
Extended Trading
$42.72 0.00 (-0.01%)
As of 05/21/2025 05:14 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.

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)
$832.39M
Number of
Institutional Sellers
(last 12 months)
230
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.192,342$8.43M0.3%+5.0%0.235%
5/20/2025 Integrity Alliance LLC.4,675$205K0.0%N/A0.006%
5/19/2025 Jane Street Group LLC155,434$6.81M0.0%-49.7%0.187%
5/19/2025 Advisory Alpha LLC23,937$1.05M0.0%-10.6%0.029%
5/16/2025 Coppell Advisory Solutions LLC320,690$14.04M1.1%-83.9%0.386%
5/16/2025 Signature Estate & Investment Advisors LLC103,054$4.52M0.1%-65.1%0.124%
5/16/2025 Ashton Thomas Private Wealth LLC93,346$4.09M0.2%+6.3%0.112%
5/16/2025 Goldman Sachs Group Inc.59,188$2.60M0.0%-96.2%0.071%
5/16/2025 Knightsbridge Asset Management LLC7,813$343K0.1%-23.6%0.009%
5/16/2025 Pinnacle Family Advisors LLC45,586$2.00M1.1%-43.1%0.055%
5/15/2025 Royal Bank of Canada1,097,980$48.14M0.0%-5.9%1.320%
5/15/2025 Betterment LLC71,964$3.16M0.0%-20.5%0.087%
5/15/2025 Baird Financial Group Inc.505,778$22.17M0.0%+5.7%0.608%
5/15/2025 OLD Mission Capital LLC105,749$4.64M0.1%N/A0.127%
5/15/2025 Beck Bode LLC31,334$1.37M0.3%-11.5%0.038%
5/14/2025 CreativeOne Wealth LLC41,412$1.82M0.1%+30.1%0.050%
5/14/2025 Quadcap Wealth Management LLC10,820$474K0.1%-11.3%0.013%
5/14/2025 Per Stirling Capital Management LLC.303,486$13.31M1.9%-20.8%0.365%
5/14/2025 WCG Wealth Advisors LLC23,713$1.04M0.1%-6.7%0.029%
5/14/2025 Comerica Bank74,694$3.28M0.0%-6.4%0.090%
5/14/2025 Northwestern Mutual Wealth Management Co.166,052$7.28M0.0%+6.6%0.200%
5/14/2025 Kestra Advisory Services LLC232,077$10.17M0.0%-53.5%0.279%
5/14/2025 Ameriprise Financial Inc.1,373,732$60.24M0.0%-20.0%1.652%
5/14/2025 Flow Traders U.S. LLC24,531$1.08M0.0%-15.6%0.030%
5/14/2025 GDS 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%
5/13/2025 Sand Hill Global Advisors LLC26,169$1.15M0.0%N/A0.031%
5/13/2025 Aptus Capital Advisors LLC77,456$3.40M0.0%-2.6%0.093%
5/13/2025 Elequin Capital LP24,664$1.08M0.1%-10.8%0.030%
5/13/2025 Global View Capital Management LLC58,602$2.57M0.9%-10.4%0.070%
5/13/2025 Steward Partners Investment Advisory LLC417,767$18.32M0.2%-2.4%0.502%
5/13/2025 Raymond James Financial Inc.3,286,678$144.09M0.1%-10.8%3.953%
5/13/2025 Nations Financial Group Inc. IA ADV87,762$3.85M0.3%-47.6%0.106%
5/13/2025 Leigh Baldwin & CO. LLC6,381$280K0.2%-12.3%0.008%
5/13/2025 HighTower Advisors LLC843,299$36.97M0.1%+3.0%1.014%
5/13/2025 Core Wealth Partners LLC20,901$916K0.5%+118.6%0.025%
5/12/2025 Maia Wealth LLC46,741$2.02M0.5%-9.8%0.056%
5/12/2025 Benjamin Edwards Inc.100,232$4.39M0.1%-22.0%0.121%
5/12/2025 Condor Capital Management22,081$968K0.1%-1.7%0.027%
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5/12/2025 Townsquare Capital LLC11,699$513K0.0%-14.9%0.014%
5/12/2025 Integrity Financial Corp WA2,673$117K0.1%-23.1%0.003%
5/12/2025 Savvy Advisors Inc.13,292$583K0.1%-4.9%0.016%
5/12/2025 LaSalle St. Investment Advisors LLC59,302$2.60M0.6%-3.6%0.071%
5/9/2025 Commonwealth Financial Services LLC727,360$31.89M6.5%-0.8%0.875%
5/9/2025 West Michigan Advisors LLC31,999$1.40M0.5%-3.4%0.038%
5/9/2025 Atria Wealth Solutions Inc.135,515$5.94M0.1%-24.5%0.163%
5/9/2025 Commonwealth Equity Services LLC939,632$41.19M0.1%-10.4%1.130%
5/8/2025 IFG Advisory LLC39,775$1.74M0.1%+12.7%0.048%
5/8/2025 US Bancorp DE1,722$75K0.0%-28.8%0.002%
5/8/2025 BCGM Wealth Management LLC73,950$3.24M1.0%+3.7%0.089%
5/8/2025 Elios Financial Group Inc.491,032$21.53M10.6%-0.2%0.591%
5/8/2025 Harbour Investments Inc.279,535$12.26M0.4%-6.8%0.336%
5/8/2025 MGO One Seven LLC48,125$2.11M0.1%+32.5%0.058%
5/8/2025 Collaborative Wealth Managment Inc.20,583$902K0.4%-16.9%0.025%
5/8/2025 FSB Premier Wealth Management Inc.128,654$5.64M2.2%-29.0%0.155%
5/8/2025 Entruity Wealth LLC13,736$602K0.6%+9.7%0.017%
5/8/2025 Arkadios Wealth Advisors4,988$219K0.0%-17.3%0.006%
5/8/2025 Geneos Wealth Management Inc.529,811$23.23M0.6%+189.1%0.637%
5/8/2025 Cozad Asset Management Inc.16,832$738K0.1%-13.0%0.020%
5/7/2025 Foundations Investment Advisors LLC26,478$1.16M0.0%-30.7%0.032%
5/7/2025 LPL Financial LLC7,352,408$322.33M0.1%-13.0%8.842%
5/7/2025 First Heartland Consultants Inc.10,991$482K0.0%-74.0%0.013%
5/6/2025 Assetmark Inc.80,517$3.53M0.0%-36.4%0.097%
5/6/2025 ShoreHaven Wealth Partners LLC5,492$241K0.1%-20.5%0.007%
5/6/2025 USAdvisors Wealth Management LLC103,957$4.56M1.6%-6.3%0.125%
5/6/2025 Cetera Investment Advisers891,496$39.08M0.1%-25.7%1.072%
5/6/2025 Avantax Advisory Services Inc.364,132$15.96M0.1%-19.1%0.438%
5/6/2025 Atria Investments Inc586,431$25.71M0.3%+0.4%0.705%
5/6/2025 Pinnacle Associates Ltd.6,555$287K0.0%-9.3%0.008%
5/6/2025 Opes Wealth Management LLC216,195$9.48M1.9%+0.4%0.260%
5/6/2025 AE 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%
5/6/2025 Old Port Advisors9,666$424K0.1%-25.7%0.012%
5/6/2025 BlueChip Wealth Advisors LLC13,165$577K0.3%-13.9%0.016%
5/6/2025 WMG Financial Advisors LLC16,289$714K0.3%-5.1%0.020%
5/6/2025 PFG Advisors66,955$2.94M0.2%-22.3%0.081%
5/6/2025 Fagan Associates Inc.82,097$3.60M0.6%-4.4%0.099%
5/5/2025 Lunt Capital Management Inc.14,711$645K0.2%-59.5%0.018%
5/5/2025 Cannon Financial Strategists Inc.74,556$3.27M0.6%+4.8%0.090%
5/5/2025 IFP Advisors Inc209,259$9.17M0.3%-6.8%0.252%
5/5/2025 OneAscent Financial Services LLC8,385$368K0.0%-22.0%0.010%
5/5/2025 Kestra Private Wealth Services LLC26,274$1.15M0.0%-16.3%0.032%
5/5/2025 SNS Financial Group LLC449,845$19.72M2.0%+5.1%0.541%
5/5/2025 Csenge Advisory Group55,128$2.39M0.1%-1.8%0.066%
5/5/2025 Private Advisor Group LLC121,747$5.34M0.0%-67.3%0.146%
5/5/2025 EQ LLC21,678$950K0.4%+7.1%0.026%
5/5/2025 Diversify Advisory Services LLC16,328$715K0.0%-14.7%0.020%
5/5/2025 Archer Investment Corp89,254$3.91M1.0%-0.3%0.107%
5/2/2025 Kingsview Wealth Management LLC123,064$5.40M0.1%+65.5%0.146%
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5/2/2025 Allen Capital Group LLC31,348$1.37M0.2%-97.7%0.037%
5/2/2025 Larson Financial Group LLC585,545$25.67M1.2%-2.7%0.694%
5/2/2025 Landmark Wealth Management LLC139,459$6.11M2.7%-1.4%0.165%
5/2/2025 Apollon Wealth Management LLC12,024$527K0.0%-44.5%0.014%
5/2/2025 Bogart Wealth LLC3,170$139K0.0%+12.8%0.004%
5/2/2025 Sigma Planning Corp75,258$3.30M0.1%-67.3%0.089%
5/2/2025 Signaturefd LLC2,000$88K0.0%+33.3%0.002%
5/1/2025 Cutter & CO Brokerage Inc.54,430$2.39M0.6%+10.5%0.065%
5/1/2025 CWM LLC84,514$3.71M0.0%-13.2%0.100%
5/1/2025 Acorn Wealth Advisors LLC37,927$1.66M0.7%-6.8%0.045%
(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, 411 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 FIXD's institutional investors.

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

Of the 349 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: 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 50,437,470 shares in the last 24 months. This purchase volume represents approximately $2.21B in transactions.

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

Of the 295 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 ($7.68M), LPL Financial LLC ($2.43M), Envestnet Asset Management Inc. ($1.78M), Coppell Advisory Solutions LLC ($1.67M), Goldman Sachs Group Inc. ($1.49M), LVZ Inc. ($1.36M), and Allen Capital Group LLC ($1.31M).

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

Institutional investors have sold a total of 43,968,794 shares in the last 24 months. This volume of shares sold represents approximately $1.92B in transactions.



This page (NASDAQ:FIXD) was last updated on 5/22/2025 by MarketBeat.com Staff
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