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

First Trust TCW Opportunistic Fixed Income ETF logo
$43.94 -0.11 (-0.25%)
Closing price 08/14/2025 03:59 PM Eastern
Extended Trading
$43.94 0.00 (-0.01%)
As of 08/14/2025 04:11 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)
224
Total
Institutional Inflows
(last 12 months)
$704.34M
Number of
Institutional Sellers
(last 12 months)
239
Total
Institutional Outflows
(last 12 months)
$1.54B
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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
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%
8/14/2025 Cerity Partners LLC5,654$248K0.0%-39.7%0.007%
8/13/2025 Per Stirling Capital Management LLC.321,180$14.10M1.8%+5.8%0.420%
8/13/2025 StoneX Group Inc.20,201$887K0.0%-14.9%0.026%
8/13/2025 Flow Traders U.S. LLC107,154$4.70M0.2%+336.8%0.140%
8/13/2025 Gateway Wealth Partners LLC29,051$1.28M0.2%-41.5%0.038%
8/13/2025 Baird Financial Group Inc.351,178$15.41M0.0%-30.6%0.459%
8/13/2025 First Trust Advisors LP135,379$5.94M0.0%+5.2%0.177%
8/13/2025 Elios Financial Group Inc.471,877$20.71M9.4%-3.9%0.617%
8/13/2025 Twin Peaks Wealth Advisors LLC195,132$8.57M2.8%-6.9%0.255%
8/13/2025 Beacon Pointe Advisors LLC33,935$1.49M0.0%+1.5%0.044%
8/13/2025 Holos Integrated Wealth LLC20,568$902K0.5%-24.2%0.027%
8/13/2025 Northwestern Mutual Wealth Management Co.164,783$7.23M0.0%-0.8%0.216%
8/13/2025 Maia Wealth LLC43,048$1.89M0.4%-7.9%0.056%
8/12/2025 J.W. Cole Advisors Inc.7,474$328K0.0%+5.5%0.010%
8/12/2025 Richmond Investment Services LLC26,758$1.17M0.2%+102.4%0.035%
8/12/2025 Financial Advocates Investment Management20,963$920K0.1%-84.4%0.027%
8/12/2025 Steward Partners Investment Advisory LLC52,553$2.31M0.0%-87.4%0.069%
8/12/2025 CreativeOne Wealth LLC67,340$2.96M0.1%+62.6%0.088%
8/12/2025 Global Retirement Partners LLC8,788$386K0.0%N/A0.011%
8/12/2025 TCP Asset Management LLC354,144$15.54M3.1%+3.2%0.463%
8/12/2025 Entruity Wealth LLC14,614$641K0.5%+6.4%0.019%
8/12/2025 Cozad Asset Management Inc.6,503$285K0.0%-61.4%0.009%
8/12/2025 Archer Investment Corp90,489$3.97M0.9%+1.4%0.118%
8/12/2025 JPMorgan Chase & Co.899$39K0.0%-95.1%0.001%
8/12/2025 GDS Wealth Management461,858$20.27M1.5%+5.9%0.604%
8/11/2025 United Advisor Group LLC24,311$1.07M0.2%-5.1%0.032%
8/8/2025 Rockefeller Capital Management L.P.142,500$6.25M0.0%+776.4%0.186%
8/8/2025 Kingsview Wealth Management LLC102,169$4.48M0.1%-17.0%0.134%
8/8/2025 Collaborative Wealth Managment Inc.15,693$689K0.3%-23.8%0.021%
8/8/2025 Avantax Advisory Services Inc.298,695$13.11M0.1%-18.0%0.391%
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8/8/2025 Cetera Investment Advisers729,977$32.04M0.1%-18.1%0.955%
8/8/2025 Creative Planning24,048$1.06M0.0%-37.2%0.031%
8/8/2025 CFO4Life Group LLC82,195$3.61M0.6%-11.1%0.108%
8/8/2025 Intrua Financial LLC45,700$2.01M0.3%-30.4%0.060%
8/8/2025 Beck Bode LLC14,889$653K0.1%-52.5%0.019%
8/7/2025 Fagan Associates Inc.80,306$3.53M0.5%-2.2%0.105%
8/7/2025 Allworth Financial LP6,049$266K0.0%-3.9%0.008%
8/7/2025 PFG Advisors52,829$2.32M0.1%-21.1%0.069%
8/7/2025 Alpha Financial Advisors LLC340,242$14.93M5.8%+0.1%0.445%
8/6/2025 Prospera Financial Services Inc533,687$23.43M0.4%+12.3%0.698%
8/6/2025 Cannon Financial Strategists Inc.62,129$2.73M0.4%-16.7%0.081%
8/6/2025 AE Wealth Management LLC50,228$2.21M0.0%-17.9%0.066%
8/6/2025 Walkner Condon Financial Advisors LLC18,444$809K0.1%-6.2%0.024%
8/6/2025 LeClair Wealth Partners LLC513,808$22.55M15.3%+13.3%0.672%
8/6/2025 Golden State Wealth Management LLC51,751$2.27M0.3%-3.8%0.068%
8/6/2025 ROI Financial Advisors LLC4,642$204K0.1%N/A0.006%
8/6/2025 First Horizon Advisors Inc.92,917$4.08M0.1%+5.3%0.122%
8/6/2025 Csenge Advisory Group54,336$2.36M0.1%-1.4%0.071%
8/5/2025 NewSquare Capital LLC37,174$1.63M0.1%+23.0%0.049%
8/5/2025 BCGM Wealth Management LLC75,570$3.32M0.9%+2.2%0.099%
8/5/2025 Sigma Planning Corp56,906$2.50M0.1%-24.4%0.074%
8/5/2025 Integrity Financial Corp WA2,103$92K0.0%-21.3%0.003%
8/4/2025 Great Lakes Retirement Inc.594,414$26.09M3.1%+0.7%0.778%
8/4/2025 Creative Financial Designs Inc. ADV37,897$1.66M0.1%-2.8%0.050%
8/4/2025 Creekmur Asset Management LLC3,796$167K0.0%-96.9%0.005%
8/4/2025 IFG Advisory LLC36,050$1.58M0.1%-9.4%0.047%
8/4/2025 Atria Investments Inc536,175$23.53M0.3%-8.6%0.701%
8/4/2025 Savvy Advisors Inc.12,067$530K0.0%-9.2%0.016%
8/4/2025 Assetmark Inc.91,814$4.03M0.0%+14.0%0.120%
8/4/2025 Spire Wealth Management14,114$619K0.0%-79.1%0.018%
8/4/2025 World Investment Advisors73,957$3.25M0.1%-7.3%0.097%
8/1/2025 Advisory Alpha LLC20,053$880K0.0%-16.2%0.026%
8/1/2025 Ashton Thomas Private Wealth LLC90,823$3.99M0.1%-2.7%0.119%
8/1/2025 Signature Wealth Management Group42,512$1.87M0.7%-1.5%0.056%
8/1/2025 Envestnet Asset Management Inc.2,161,343$94.86M0.0%+5.5%2.827%
7/31/2025 Opes Wealth Management LLC209,809$9.21M1.6%-3.0%0.274%
7/30/2025 Strategic Blueprint LLC7,177$315K0.0%-12.3%0.009%
7/30/2025 Family Capital Management Inc.87,770$3.85M2.0%+2.3%0.115%
7/30/2025 Brookstone Capital Management28,357$1.25M0.0%+5.9%0.037%
7/30/2025 Retirement Planning Group LLC55,799$2.45M0.1%+17.6%0.073%
7/30/2025 D.A. Davidson & CO.47,611$2.09M0.0%-18.8%0.062%
7/30/2025 Bogart Wealth LLC2,811$123K0.0%-11.3%0.004%
7/29/2025 Altus Wealth Group LLC13,582$596K0.3%-1.7%0.018%
7/29/2025 Crux Wealth Advisors17,146$753K0.3%-66.6%0.022%
7/29/2025 International Assets Investment Management LLC4,836$212K0.0%-9.4%0.006%
7/29/2025 Schubert & Co6,357$279K0.2%N/A0.008%
7/29/2025 Signature Estate & Investment Advisors LLC97,205$4.27M0.1%-5.7%0.127%
7/29/2025 Cottonwood Capital Advisors LLC12,856$564K0.4%-2.9%0.017%
7/29/2025 Stratos Wealth Partners LTD.125,025$5.49M0.1%-7.6%0.164%
7/29/2025 Private Trust Co. NA11,898$522K0.0%-16.0%0.016%
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7/28/2025 Harbour Investments Inc.252,649$11.09M0.3%-9.6%0.330%
7/28/2025 RFG Advisory LLC56,634$2.49M0.1%+7.6%0.074%
7/28/2025 Axxcess Wealth Management LLC126,401$5.55M0.1%-72.0%0.165%
7/25/2025 Atria Wealth Solutions Inc.17,423$765K0.0%-87.1%0.023%
7/25/2025 Envestnet Portfolio Solutions Inc.26,327$1.16M0.0%-69.7%0.034%
7/25/2025 MGO One Seven LLC46,263$2.03M0.1%-3.9%0.060%
7/25/2025 Landmark Wealth Management LLC136,837$6.01M2.6%-1.9%0.179%
7/25/2025 Commonwealth Financial Services LLC707,406$31.05M6.0%-2.7%0.924%
7/25/2025 CWM LLC77,864$3.42M0.0%-7.9%0.102%
7/25/2025 Concurrent Investment Advisors LLC63,748$2.80M0.1%+1.1%0.083%
(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, 402 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. ($119.53M), Raymond James Financial Services Advisors Inc. ($110.21M), and Envestnet Asset Management Inc. ($94.86M).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 332 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), Coppell Advisory Solutions Corp. ($1.43M), Wells Fargo & Company MN ($1.31M), Coppell Advisory Solutions LLC ($1.25M), 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 16,124,214 shares in the last 24 months. This purchase volume represents approximately $704.34M in transactions.

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

Of the 239 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 ($1.67M), 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 35,295,532 shares in the last 24 months. This volume of shares sold represents approximately $1.54B in transactions.


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This page (NASDAQ:FIXD) was last updated on 8/15/2025 by MarketBeat.com Staff
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