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

First Trust TCW Opportunistic Fixed Income ETF logo
$42.99 -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)
190
Total
Institutional Inflows
(last 12 months)
$451.11M
Number of
Institutional Sellers
(last 12 months)
157
Total
Institutional Outflows
(last 12 months)
$314.55M
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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
8/12/2026 Compass Financial Management LLC4,104$179K0.0%N/A0.005%
7/9/2026 Focus Financial Network Inc.9,276$405K0.0%-8.1%0.012%
7/8/2026 First Heartland Consultants Inc.7,072$308K0.0%+34.1%0.009%
7/8/2026 Cooper Financial Group6,938$303K0.0%-5.8%0.009%
7/7/2026 Quad Cities Investment Group LLC5,708$249K0.1%-6.5%0.008%
7/7/2026 Dynamic Advisor Solutions LLC17,044$743K0.0%N/A0.023%
7/7/2026 Inspirion Wealth Advisors LLC23,672$1.03M0.1%-13.1%0.031%
7/7/2026 CoreCap Advisors LLC155,430$6.78M0.2%+12.7%0.206%
7/7/2026 Howard Financial Services LTD.56,809$2.48M0.2%-4.4%0.075%
7/6/2026 Private Client Services LLC6,316$275K0.1%-33.3%0.008%
7/6/2026 RDA Financial Network5,842$255K0.1%-17.3%0.008%
6/18/2026Western Wealth Management LLC42,301$1.84M0.1%-14.9%0.055%
6/8/2026 Pine Valley Investments Ltd Liability Co137,947$6.01M0.3%+4.8%0.179%
6/3/2026 Parallel Advisors LLC6,142$268K0.0%N/A0.008%
6/3/2026 NewEdge Advisors LLC857,345$37.37M0.1%+10.2%1.111%
5/27/2026 Allen Capital Group LLC14,943$651K0.1%-18.5%0.019%
5/20/2026 Leigh Baldwin & CO. LLC5,883$256K0.2%-4.8%0.008%
5/19/2026Western Wealth Management LLC42,301$1.84M0.1%-14.9%0.055%
5/19/2026 NewEdge Advisors LLC728,542$31.76M0.6%-6.4%0.944%
5/19/2026Bank of America Corp DE915,602$39.91M0.0%-9.7%1.187%
5/19/2026Centaurus Financial Inc.42,405$1.85M0.1%-68.1%0.055%
5/19/2026 Arkadios Wealth Advisors6,324$276K0.0%N/A0.008%
5/19/2026 IFS Group LLC17,835$777K0.7%N/A0.023%
5/18/2026ROI Financial Advisors LLC6,746$294K0.2%+27.0%0.009%
5/18/2026Royal Bank of Canada1,537,064$67M0.0%+7.1%1.992%
5/15/2026 Gateway Wealth Partners LLC75,469$3.29M0.1%+114.6%0.098%
5/14/2026 Renaissance Technologies LLC6,200$270K0.0%N/A0.008%
5/14/2026 CLG LLC20,473$892K0.2%-3.0%0.027%
5/14/2026 American Financial Advisors LLC39,226$1.71M0.2%-2.0%0.051%
5/13/2026 Cetera Investment Advisers945,688$41.22M0.0%-0.2%1.226%
5/13/2026 GSG Advisors LLC16,956$739K0.2%-2.1%0.022%
5/13/2026 First Trust Advisors LP230,370$10.04M0.0%+13.4%0.299%
5/7/2026 Commonwealth Financial Services LLC784,257$34.19M5.4%+8.1%1.017%
5/7/2026 Scarborough Advisors LLC3,875$169K0.0%-25.2%0.005%
5/7/2026 Parallel Advisors LLC6,142$268K0.0%N/A0.008%
5/6/2026 Advisortrust Partners LLC4,439$193K0.1%N/A0.006%
5/6/2026 Assetmark Inc.108,003$4.71M0.0%+5.0%0.140%
5/6/2026 Gerald Baker Financial Group LLC5,993$258K0.1%N/A0.008%
5/6/2026 Independent Financial Group LLC79,153$3.45M0.1%N/A0.103%
5/5/2026 BCGM Wealth Management LLC88,165$3.84M1.0%+8.5%0.114%
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5/5/2026 D.A. Davidson & CO.48,308$2.11M0.0%-1.5%0.063%
5/5/2026 Bank of New York Mellon Corp70,111$3.06M0.0%+2.2%0.091%
5/5/2026 Geneos Wealth Management Inc.856,734$37.35M0.9%+51.6%1.110%
5/5/2026NFSG Corp3,797$166K0.0%-45.2%0.005%
5/5/2026 Sanctuary Advisors LLC176,872$7.71M0.0%+1.0%0.229%
5/5/2026 BlueChip 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%
4/27/2026World 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%
4/23/2026Asset 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%
4/21/2026Sequent 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%
3/17/2026 Rockefeller Capital Management L.P.299,164$13.26M0.0%+250.0%0.384%
3/13/2026World Investment Advisors86,013$3.81M0.1%+13.9%0.110%
3/9/2026 Corient Private Wealth LLC4,845$215K0.0%N/A0.006%
2/26/2026 TD Capital Management LLC4,968$220K0.0%+10.9%0.006%
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2/23/2026 Drake & 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%
2/19/2026 Corient 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%
2/18/2026 NewEdge Advisors LLC777,949$34.48M0.1%+58.1%0.999%
2/18/2026 Crusonia Wealth Advisors LLC12,899$572K0.1%N/A0.017%
2/18/2026 Pacific Excel Wealth Advisors Inc.13,294$589K1.1%N/A0.017%
2/18/2026Millennium Management LLC7,937$352K0.0%N/A0.010%


FIXD Institutional Ownership - Frequently Asked Questions

During the previous two years, 379 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), Envestnet Asset Management Inc. ($100.84M), and Raymond James & Associates ($83.02M).Learn more on First Trust TCW Opportunistic Fixed Income ETF's institutional investors.

Of the 303 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), Thrivent Financial for Lutherans ($1.35M), LPL Financial LLC ($1.23M), Geneos Wealth Management Inc. ($1.03M), Coppell Advisory Solutions LLC ($954.34K), and UBS Group AG ($806.15K).

Institutional investors have bought a total of 10,212,759 shares in the last 24 months. This purchase volume represents approximately $451.11M in transactions.

Of the 157 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: Arax Advisory Partners ($1.39M), Thrivent Financial for Lutherans ($1.00M), Osaic Holdings Inc. ($601.42K), Drake & Associates LLC ($538.09K), Bank of America Corp DE ($321.93K), Commonwealth Equity Services LLC ($312.76K), and Coppell Advisory Solutions LLC ($200.55K).

Institutional investors have sold a total of 7,118,365 shares in the last 24 months. This volume of shares sold represents approximately $314.55M in transactions.


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Institutional ownership data for NASDAQ:FIXD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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