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

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$42.28
+0.02 (+0.05%)
(As of 10:40 AM ET)
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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)
281
Total
Institutional Inflows
(last 12 months)
$2.06B
Number of
Institutional Sellers
(last 12 months)
184
Total
Institutional Outflows
(last 12 months)
$491.42M
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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
4/18/2024Iams Wealth Management LLC208,136$9.04M5.5%-4.4%0.174%
4/18/2024Colton Groome Financial Advisors LLC13,555$591K0.2%-5.4%0.011%
4/18/2024AlphaMark Advisors LLC136,631$5.96M2.1%+43.7%0.114%
4/18/2024Dominguez Wealth Management Solutions Inc.313,828$13.68M10.8%+4.2%0.263%
4/18/2024Kowal Investment Group LLC20,128$878K0.2%-5.1%0.017%
4/18/2024Fifth Third Securities Inc.102,671$4.48M0.4%+21.9%0.086%
4/17/2024Founders Financial Securities LLC10,809$471K0.0%-95.4%0.009%
4/17/2024Vicus Capital30,016$1.31M0.1%+36.9%0.025%
4/16/2024OneAscent Financial Services LLC25,559$1.11M0.1%-17.1%0.021%
4/16/2024Cambridge Advisors Inc.50,527$2.20M0.5%-9.4%0.042%
4/16/2024Capital Asset Advisory Services LLC450,656$19.39M1.1%+24.2%0.378%
4/16/2024Howard Financial Services LTD.413,109$18.01M3.1%+4.9%0.346%
4/16/2024Wealth Enhancement Advisory Services LLC159,323$6.95M0.0%-32.6%0.133%
4/16/2024ERn Financial LLC152,157$6.63M1.2%-4.3%0.127%
4/15/2024WealthCare Investment Partners LLC34,387$1.50M0.7%+6.5%0.029%
4/15/2024Brookstone Capital Management12,697$554K0.0%N/A0.011%
4/15/2024Elevated Capital Advisors LLC26,421$1.15M0.3%+3.9%0.022%
4/15/2024Kingswood Wealth Advisors LLC4,943$216K0.0%N/A0.004%
4/15/2024Columbia Advisory Partners LLC27,827$1.21M1.2%+23.9%0.023%
4/13/2024 Inspirion Wealth Advisors LLC49,543$2.16M0.4%+11.8%0.042%
4/13/2024 Quad Cities Investment Group LLC9,812$428K0.2%-24.3%0.008%
4/13/2024 Retirement Planning Group LLC11,780$514K0.0%+9.4%0.010%
4/12/2024 Dynamic Advisor Solutions LLC110,604$4.82M0.2%+10.5%0.093%
4/12/2024 Keystone Wealth Services LLC41,744$1.82M0.6%+14.7%0.035%
4/12/2024 Capital Planning LLC138,782$6.05M2.0%+6.2%0.116%
4/12/2024 First PREMIER Bank17,710$772K0.2%-47.1%0.015%
4/11/2024 Security Financial Services INC.24,593$1.07M0.2%+5.1%0.021%
4/11/2024 &PARTNERS15,936$695K0.1%N/A0.013%
4/11/2024 GSG Advisors LLC18,601$803K0.3%+5.3%0.016%
4/11/2024 SignalPoint Asset Management LLC133,952$5.84M1.6%-38.9%0.112%
4/11/2024 O Connor Financial Group LLC386,710$16.86M10.0%+4.6%0.324%
4/11/2024 RFG Advisory LLC71,912$3.14M0.1%+3.5%0.060%
4/10/2024 LexAurum Advisors LLC200,950$8.76M2.2%+11.3%0.168%
4/10/2024 Inscription Capital LLC6,337$273K0.1%N/A0.005%
4/10/2024 Park Avenue Securities LLC73,220$3.19M0.0%-34.0%0.061%
4/10/2024 Signal Advisors Wealth LLC39,467$1.72M0.4%+43.2%0.033%
4/5/2024 NBC Securities Inc.29,174$1.27M0.1%-8.6%0.026%
4/4/2024 Advance Capital Management Inc.67,527$2.94M0.2%-86.5%0.059%
3/15/2024B. Riley Wealth Advisors Inc.55,938$2.50M0.1%-38.6%0.049%
3/4/2024Tucker Asset Management LLC5,618$251K0.1%-29.4%0.005%
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3/1/2024Creekmur Asset Management LLC1,107$49K0.0%N/A0.001%
3/1/2024Goldman Sachs Group Inc.418,000$18.65M0.0%N/A0.366%
2/29/2024Scarborough Advisors LLC3,003$134K0.0%N/A0.003%
2/26/2024Centaurus Financial Inc.85,448$3.81M0.3%+55.8%0.075%
2/26/2024Integrated Advisors Network LLC9,465$422K0.0%-27.6%0.008%
2/23/2024Chicago Partners Investment Group LLC5,059$221K0.0%-83.4%0.004%
2/23/2024Beacon Financial Group58,783$2.62M0.3%-32.9%0.052%
2/22/2024Scarborough Advisors LLC5,077$226K0.0%N/A0.004%
2/21/2024Raleigh Capital Management Inc.7,439$332K0.2%-13.8%0.007%
2/20/2024Clarity Capital Partners LLC53,641$2.39M1.7%N/A0.047%
2/16/2024Harbour Investments Inc.223,639$9.98M0.4%+20.3%0.196%
2/16/2024O Dell Group LLC2,884$129K0.0%N/A0.003%
2/15/2024Townsquare Capital LLC14,844$662K0.0%+3.0%0.013%
2/15/2024Virtue Capital Management LLC89,850$3.96M0.8%+82.8%0.079%
2/15/2024Hilltop Partners LLC36,449$1.63M0.6%+4.6%0.032%
2/15/2024West Michigan Advisors LLC112,474$5.02M1.9%+24.5%0.099%
2/15/2024Modern Wealth Management LLC13,047$582K0.1%N/A0.011%
2/15/2024Guardian Wealth Advisors LLC NC120,804$5.39M0.8%+3.2%0.106%
2/15/2024Baird Financial Group Inc.329,707$14.71M0.0%+159.8%0.289%
2/14/2024Royal Bank of Canada838,720$37.41M0.0%+19.0%0.735%
2/14/2024Kestra Advisory Services LLC972,968$43.40M0.4%+16.7%0.853%
2/14/2024MGO One Seven LLC236,754$10.56M0.6%+3,823.0%0.207%
2/14/2024Visionary Wealth Advisors331,194$14.77M1.1%+48.4%0.290%
2/14/2024Bennett Associates Wealth Management129,290$5.77M5.6%N/A0.113%
2/13/2024Envestnet Asset Management Inc.4,426,988$197.47M0.1%+2.1%3.880%
2/13/2024Stephens Inc. AR16,699$745K0.0%-8.2%0.015%
2/13/2024Cetera Advisor Networks LLC490,355$21.87M0.1%-5.7%0.430%
2/13/2024Oppenheimer & Co. Inc.59,099$2.64M0.0%+18.9%0.052%
2/13/2024First Trust Advisors LP289,386$12.91M0.0%-0.4%0.254%
2/13/2024Goldman Sachs Group Inc.418,000$18.65M0.0%N/A0.366%
2/13/2024ROI Financial Advisors LLC5,574$249K0.2%N/A0.005%
2/13/2024Steward Partners Investment Solutions LLC11,452$511K0.2%N/A0.010%
2/12/2024Peterson Financial Group Inc.5,299$236K0.1%N/A0.005%
2/12/2024Condor Capital Management21,089$941K0.1%N/A0.018%
2/12/2024Harvest Investment Services LLC32,591$1.45M0.7%-3.7%0.029%
2/12/2024Laidlaw Wealth Management LLC38,535$1.72M0.6%-2.7%0.034%
2/12/2024StoneX Group Inc.191,041$8.53M1.0%+18.5%0.167%
2/12/2024TD Capital Management LLC23,540$1.05M0.1%-2.1%0.021%
2/12/2024Focus Financial Network Inc. ADV6,758$301K0.0%N/A0.006%
2/12/2024Stifel Financial Corp896,486$39.99M0.1%+5.0%0.786%
2/12/2024Steward Partners Investment Advisory LLC138,343$6.17M0.1%-6.4%0.121%
2/12/2024Pine Valley Investments Ltd Liability Co1,041,259$46.45M3.3%+10.8%0.913%
2/9/2024Nations Financial Group Inc. IA ADV137,320$6.13M0.6%+25.6%0.120%
2/9/2024Advisory Services Network LLC12,537$559K0.0%-2.1%0.011%
2/9/2024HCR Wealth Advisors58,423$2.61M0.4%+34.9%0.051%
2/9/2024Orion Portfolio Solutions LLC165,543$7.32M0.1%+10.0%0.145%
2/9/2024US Bancorp DE6,589$294K0.0%-43.7%0.006%
2/9/2024Cambridge Investment Research Advisors Inc.838,198$37.39M0.2%+14.7%0.735%
2/9/2024BlackDiamond Wealth Management LLC70,802$3.10M2.3%+19.3%0.062%
2/9/2024Assetmark Inc.197,895$8.83M0.0%+58.3%0.173%
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2/9/2024D.A. Davidson & CO.44,902$2.00M0.0%-47.5%0.039%
2/9/2024Wells Fargo & Company MN6,269,122$279.63M0.1%+26.5%5.494%
2/9/2024Gladstone Institutional Advisory LLC237,921$10.61M0.6%+4.3%0.209%
2/9/2024UBS Group AG3,712,016$165.57M0.0%+1.7%3.253%
2/8/2024Level Four Advisory Services LLC11,047$493K0.0%-23.7%0.010%
2/8/2024Financial Advocates Investment Management339,411$15.09M1.0%+9.5%0.297%
2/8/2024First Heartland Consultants Inc.147,704$6.59M0.8%+5.1%0.129%
2/8/2024Kingsview Wealth Management LLC52,766$2.35M0.1%+0.6%0.046%
2/8/2024Meridian Wealth Management LLC4,792$214K0.0%-9.7%0.004%
2/8/2024WMG Financial Advisors LLC4,574$204K0.1%N/A0.004%
(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, 427 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 ($307.20M), Wells Fargo & Company MN ($279.63M), Signature Estate & Investment Advisors LLC ($269.16M), Envestnet Asset Management Inc. ($197.47M), UBS Group AG ($165.57M), and Raymond James Financial Services Advisors Inc. ($141.54M).Learn more on FIXD's institutional investors.

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

Of the 359 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: Signature Estate & Investment Advisors LLC ($6.03M), LPL Financial LLC ($3.45M), Wells Fargo & Company MN ($2.18M), Envestnet Asset Management Inc. ($1.97M), Raymond James Financial Services Advisors Inc. ($1.95M), UBS Group AG ($1.80M), and Bank of New York Mellon Corp ($1.35M).

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

Institutional investors have bought a total of 59,332,773 shares in the last 24 months. This purchase volume represents approximately $4.05B in transactions.

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

Of the 298 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: Advance Capital Management Inc. ($6.05M), Wells Fargo & Company MN ($1.80M), Bogart Wealth LLC ($1.44M), LPL Financial LLC ($1.03M), Envestnet Asset Management Inc. ($999.41K), GDS Wealth Management ($893.80K), and Kowal Investment Group LLC ($870.86K).

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

Institutional investors have sold a total of 36,220,956 shares in the last 24 months. This volume of shares sold represents approximately $2.93B in transactions.


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This page (NASDAQ:FIXD) was last updated on 4/19/2024 by MarketBeat.com Staff

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