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

First Trust TCW Opportunistic Fixed Income ETF logo
$42.73 +0.05 (+0.12%)
As of 09/3/2026 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD)

Number of
Institutional Buyers
(last 12 months)
187
Total
Institutional Inflows
(last 12 months)
$398.44M
Number of
Institutional Sellers
(last 12 months)
153
Total
Institutional Outflows
(last 12 months)
$241.75M
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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
9/2/2026 Capital & Planning LLC89,683$3.91M2.0%-11.3%0.119%
9/2/2026 Citadel Advisors LLC485,591$21.18M0.0%+742.9%0.645%
8/23/2026 Ameritas Advisory Services LLC76,856$3.35M0.1%+75.4%0.102%
8/23/2026 Asset Allocation Strategies LLC8,867$387K0.1%+30.7%0.012%
8/22/2026 Compass Financial Management LLC4,104$179K0.0%N/A0.005%
8/22/2026 NI Acquisitions Company LLC1,505$66K0.0%N/A0.002%
8/22/2026 BAM Wealth Management LLC20,931$913K0.6%+40.4%0.028%
8/22/2026 Concurrent Investment Advisors LLC60,450$2.64M0.0%+5.7%0.080%
8/21/2026 Andina Capital Management LLC5,299$231K0.4%-48.2%0.007%
8/21/2026 Coppell Advisory Solutions LLC278,944$122K0.0%N/A0.370%
8/21/2026 Acorn Wealth Advisors LLC17,224$751K0.2%-7.6%0.023%
8/21/2026 Triumph Capital Management228,135$9.95M1.8%-2.4%0.303%
8/20/2026 First PREMIER Bank13,795$601K0.1%-28.0%0.018%
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%
6/18/2026 Western 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%
5/19/2026 Western 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%
5/19/2026 Bank of America Corp DE915,602$39.91M0.0%-9.7%1.187%
5/19/2026 Centaurus 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%
5/18/2026 ROI Financial Advisors LLC6,746$294K0.2%+27.0%0.009%
5/18/2026 Royal 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%
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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%
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%
5/5/2026 NFSG 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%
4/27/2026 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%
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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%
3/13/2026 World Investment Advisors86,013$3.81M0.1%+13.9%0.110%


FIXD Institutional Ownership - Frequently Asked Questions

During the previous two years, 380 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 305 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), Coppell Advisory Solutions LLC ($1.23M), LPL Financial LLC ($1.23M), Geneos Wealth Management Inc. ($1.03M), and UBS Group AG ($806.15K).

Institutional investors have bought a total of 9,017,511 shares in the last 24 months. This purchase volume represents approximately $398.44M in transactions.

Of the 153 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), Drake & Associates LLC ($538.09K), Osaic Holdings Inc. ($388.21K), Commonwealth Equity Services LLC ($312.76K), Jane Street Group LLC ($151.80K), Dynamic Advisor Solutions LLC ($143.06K), and UBS Group AG ($128.29K).

Institutional investors have sold a total of 5,459,797 shares in the last 24 months. This volume of shares sold represents approximately $241.75M in transactions.


Related Companies

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 9/2/2026. New 13F filings are added each quarter as they're published.
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