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

First Trust TCW Opportunistic Fixed Income ETF logo
$43.63 +0.10 (+0.23%)
As of 03:59 PM Eastern
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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)
200
Total
Institutional Inflows
(last 12 months)
$496.59M
Number of
Institutional Sellers
(last 12 months)
208
Total
Institutional Outflows
(last 12 months)
$772.46M
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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
5/5/2026Bank of New York Mellon Corp70,111$3.06M0.0%+2.2%0.091%
5/5/2026Geneos Wealth Management Inc.856,734$37.35M0.9%+51.6%1.110%
5/5/2026NFSG Corp3,797$166K0.0%-45.2%0.005%
5/5/2026Sanctuary Advisors LLC176,872$7.71M0.0%+1.0%0.229%
5/5/2026BlueChip Wealth Advisors LLC15,688$684K0.3%+18.0%0.020%
5/5/2026 Sigma Planning Corp6,172$269K0.0%-61.8%0.008%
5/4/2026 Retirement Planning Group LLC107,088$4.67M0.1%+11.4%0.139%
5/4/2026 HBW Advisory Services LLC84,498$3.68M0.4%+1.0%0.110%
5/2/2026 International Assets Investment Management LLC5,419$236K0.0%+10.7%0.007%
5/1/2026 Fifth Third Bancorp73,036$3.18M0.0%N/A0.095%
5/1/2026 Darwin Wealth Management LLC112,043$4.88M1.5%+45.8%0.145%
4/30/2026 Beacon Financial Group18,593$810K0.1%-2.7%0.024%
4/30/2026 Kestra Advisory Services LLC152,623$6.65M0.0%-8.0%0.198%
4/29/2026 Advance Capital Management Inc.22,897$998K0.0%-7.7%0.030%
4/28/2026 Walkner Condon Financial Advisors LLC18,206$794K0.1%+4.2%0.024%
4/27/2026 Capital Financial Group Inc. Co. ADV112,254$4.89M2.7%+2.4%0.145%
4/27/2026 Altus Wealth Group LLC16,719$729K0.3%+9.8%0.022%
4/27/2026 World Investment Advisors84,939$3.70M0.1%-1.2%0.110%
4/27/2026 USAdvisors Wealth Management LLC10,534$457K0.2%-2.5%0.014%
4/27/2026 Private Advisor Group LLC114,224$4.98M0.0%-3.5%0.148%
4/27/2026 Sound Income Strategies LLC11,441$499K0.0%-6.3%0.015%
4/24/2026 American Institute for Advanced Investment Management LLP6,445$281K0.2%+13.4%0.008%
4/24/2026 First Pacific Financial1,393$61K0.0%-34.8%0.002%
4/24/2026 Columbia Advisory Partners LLC34,571$1.51M1.0%-5.9%0.045%
4/24/2026 Lighthouse Wealth Management Inc.8,653$377K0.3%-2.8%0.011%
4/23/2026 Intrua Financial LLC37,610$1.64M0.2%-65.6%0.049%
4/23/2026 Asset Allocation Strategies LLC6,786$296K0.1%+10.4%0.009%
4/23/2026 Pinnacle Bancorp Inc.19,098$832K0.2%+23.6%0.025%
4/23/2026 Apollon Wealth Management LLC8,833$385K0.0%-5.0%0.011%
4/22/2026 Patriot Financial Group Insurance Agency LLC15,772$688K0.0%+97.3%0.020%
4/22/2026 Janney Montgomery Scott LLC223,334$9.74M0.0%+4.7%0.289%
4/22/2026 Merkkuri Wealth Advisors LLC804$35K0.0%N/A0.001%
4/21/2026 Maridea Wealth Management LLC5,607$244K0.0%-42.4%0.007%
4/21/2026 Sequent Planning LLC103,951$4.53M1.1%-2.2%0.135%
4/21/2026 Silver Oak Securities Incorporated8,138$355K0.0%-92.8%0.011%
4/20/2026 Kestra Private Wealth Services LLC22,755$992K0.0%-17.3%0.029%
4/17/2026 Andina Capital Management LLC10,225$446K0.4%-58.5%0.013%
4/17/2026 Summit Wealth Partners LLC5,127$223K0.0%N/A0.007%
4/17/2026 FARMERS & MERCHANTS TRUST Co OF LONG BEACH6,256$273K0.1%N/A0.008%
4/17/2026 Brookstone Capital Management27,103$1.18M0.0%-5.2%0.035%
4/16/2026 Cambridge Advisors Inc.21,729$947K0.2%-3.5%0.028%
4/16/2026 Triad Wealth Partners LLC31,405$1.37M0.1%+149.5%0.040%
4/16/2026 Park National Corp OH489,876$21.35M0.7%+47.6%0.631%
4/16/2026 Founders Financial Securities LLC13,976$614K0.0%+3.4%0.018%
4/15/2026 Nations Financial Group Inc. IA ADV63,953$2.79M0.1%+4.3%0.082%
3/17/2026Rockefeller Capital Management L.P.299,164$13.26M0.0%+250.0%0.384%
3/13/2026 World Investment Advisors86,013$3.81M0.1%+13.9%0.110%
3/9/2026Corient Private Wealth LLC4,845$215K0.0%N/A0.006%
2/26/2026TD Capital Management LLC4,968$220K0.0%+10.9%0.006%
2/23/2026Drake & Associates LLC36,947$1.64M0.3%-12.0%0.047%
2/19/2026Claris Financial LLC25,503$1.13M0.6%N/A0.033%
2/19/2026 Axxcess Wealth Management LLC185,609$8.23M0.1%+48.8%0.238%
2/19/2026Corient Private Wealth LLC4,845$215K0.0%N/A0.006%
2/18/2026Raymond James Financial Inc.2,896,834$128.39M0.0%+6.4%3.721%
2/18/2026Beacon Pointe Advisors LLC31,912$1.41M0.0%+12.8%0.041%
2/18/2026NewEdge Advisors LLC777,949$34.48M0.1%+58.1%0.999%
2/18/2026Crusonia Wealth Advisors LLC12,899$572K0.1%N/A0.017%
2/18/2026Pacific Excel Wealth Advisors Inc.13,294$589K1.1%N/A0.017%
2/18/2026Millennium Management LLC7,937$352K0.0%N/A0.010%
2/18/2026Maia Wealth LLC35,767$1.60M0.3%-10.2%0.046%
2/18/2026Engineers Gate Manager LP12,951$574K0.0%N/A0.017%
2/18/2026Core Wealth Partners LLC64,389$2.85M1.3%+13.0%0.083%
2/18/2026Asset One Wealth Management LLC10,041$444K0.1%N/A0.013%
2/17/2026Scarborough Advisors LLC5,182$230K0.0%+35.1%0.007%
2/17/2026 Integrated Advisors Network LLC7,942$352K0.0%-55.6%0.010%
2/17/2026Cetera Investment Advisers947,529$41.99M0.0%+0.5%1.217%
2/17/2026Hilltop Holdings Inc.5,431$241K0.0%-4.5%0.007%
2/17/2026Equitable Holdings Inc.110,643$4.90M0.0%+8.2%0.142%
2/17/2026Kovack Advisors Inc.70,218$3.11M0.1%N/A0.090%
2/17/2026Osaic Holdings Inc.841,343$37.29M0.1%-31.6%1.081%
2/17/2026Advisory Services Network LLC12,211$541K0.0%-9.5%0.016%
2/17/2026 Private Advisor Group LLC118,413$5.25M0.0%-0.3%0.152%
2/17/2026Captrust Financial Advisors6,703$297K0.0%N/A0.009%
2/17/2026&PARTNERS680,109$30.15M0.2%-1.8%0.874%
2/17/2026Royal Bank of Canada1,434,811$63.59M0.0%+6.2%1.843%
2/17/2026 Capital Financial Group Inc. Co. ADV109,584$4.86M2.7%N/A0.141%
2/16/2026 MML Investors Services LLC255,678$11.33M0.0%+6.4%0.328%
2/16/2026Mariner LLC633,678$28.09M0.0%+48.8%0.814%
2/16/2026Arax Advisory Partners596,758$26.45M0.8%-70.0%0.767%
2/13/2026CreativeOne Wealth LLC97,585$4.33M0.1%-2.0%0.125%
2/13/2026 Kestra Advisory Services LLC165,867$7.35M0.0%+1.4%0.213%
2/13/2026 Altus Wealth Group LLC15,224$675K0.3%-2.3%0.020%
2/13/2026Stifel Financial Corp539,212$23.90M0.0%+2.4%0.693%
2/13/2026Morgan Stanley8,859,149$392.64M0.0%+2.4%11.380%
2/13/2026First Trust Advisors LP203,182$9.01M0.0%+29.9%0.261%
2/13/2026Integrated Wealth Concepts LLC41,905$1.86M0.0%-16.9%0.054%
2/13/2026 QTR Family Wealth LLC33,630$1.50M0.7%-6.3%0.043%
2/13/2026Wells Fargo & Company MN5,930,860$262.86M0.0%+4.3%7.618%
2/13/2026ROI Financial Advisors LLC5,311$235K0.1%N/A0.007%
2/13/2026 Asset Allocation Strategies LLC6,149$273K0.1%+33.1%0.008%
2/13/2026Summit Financial LLC11,196$496K0.0%-2.2%0.014%
2/12/2026Rossby Financial LCC14,104$625K0.2%+1.9%0.018%
2/12/2026Jane Street Group LLC9,871$437K0.0%-93.9%0.013%
2/12/2026Orion Porfolio Solutions LLC57,441$2.55M0.0%+5.3%0.074%
2/12/2026Triumph Capital Management235,077$10.42M2.3%+2.6%0.302%
2/12/2026 Commonwealth Equity Services LLC547,397$24.26M0.0%-16.9%0.703%
2/12/2026Ankerstar Wealth LLC5,177$229K0.2%N/A0.007%
2/12/2026StoneX Group Inc.67,950$3.01M0.1%+342.5%0.087%
2/12/2026 IFC & Insurance Marketing Inc.3,223$143K0.1%N/A0.004%
2/12/2026 Elevation Point Wealth Partners LLC21,496$953K0.0%-64.5%0.028%


FIXD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FIXD shares?

During the previous two years, 395 institutional investors and hedge funds held shares of First Trust TCW Opportunistic Fixed Income ETF. The most heavily invested institutionals were Morgan Stanley ($392.64M), LPL Financial LLC ($313.64M), Wells Fargo & Company MN ($262.86M), Raymond James Financial Inc. ($128.39M), Ameriprise Financial Inc. ($122.21M), Raymond James Financial Services Advisors Inc. ($110.21M), and Envestnet Asset Management Inc. ($100.84M).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 325 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. ($3.86M), Ameriprise Financial Inc. ($1.87M), Signature Estate & Investment Advisors LLC ($1.75M), Coppell Advisory Solutions Corp. ($1.43M), Thrivent Financial for Lutherans ($1.35M), LPL Financial LLC ($1.23M), and Jane Street Group LLC ($1.17M).

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

Institutional investors have bought a total of 11,246,241 shares in the last 24 months. This purchase volume represents approximately $496.59M in transactions.

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

Of the 205 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: Coppell Advisory Solutions LLC ($1.87M), Goldman Sachs Group Inc. ($1.49M), Arax Advisory Partners ($1.39M), LPL Financial LLC ($1.10M), Thrivent Financial for Lutherans ($1.00M), Raymond James Financial Inc. ($960.95K), and Osaic Holdings Inc. ($601.42K).

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

Institutional investors have sold a total of 17,557,410 shares in the last 24 months. This volume of shares sold represents approximately $772.46M in transactions.


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This page (NASDAQ:FIXD) was last updated on 5/5/2026 by MarketBeat.com Staff.
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