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

First Trust TCW Opportunistic Fixed Income ETF logo
$43.61 0.00 (0.00%)
As of 07/2/2026 04:00 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)
202
Total
Institutional Inflows
(last 12 months)
$486.62M
Number of
Institutional Sellers
(last 12 months)
192
Total
Institutional Outflows
(last 12 months)
$482.67M
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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
6/18/2026Western Wealth Management LLC42,301$1.84M0.1%-14.9%0.055%
6/8/2026Pine Valley Investments Ltd Liability Co137,947$6.01M0.3%+4.8%0.179%
6/3/2026Parallel Advisors LLC6,142$268K0.0%N/A0.008%
6/3/2026NewEdge Advisors LLC857,345$37.37M0.1%+10.2%1.111%
5/27/2026Allen Capital Group LLC14,943$651K0.1%-18.5%0.019%
5/20/2026Leigh Baldwin & CO. LLC5,883$256K0.2%-4.8%0.008%
5/19/2026Western Wealth Management LLC42,301$1.84M0.1%-14.9%0.055%
5/19/2026NewEdge 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%
5/19/2026Arkadios Wealth Advisors6,324$276K0.0%N/A0.008%
5/19/2026IFS 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%
5/15/2026Gateway Wealth Partners LLC75,469$3.29M0.1%+114.6%0.098%
5/14/2026Renaissance Technologies LLC6,200$270K0.0%N/A0.008%
5/14/2026CLG LLC20,473$892K0.2%-3.0%0.027%
5/14/2026American Financial Advisors LLC39,226$1.71M0.2%-2.0%0.051%
5/13/2026Cetera Investment Advisers945,688$41.22M0.0%-0.2%1.226%
5/13/2026GSG Advisors LLC16,956$739K0.2%-2.1%0.022%
5/13/2026First Trust Advisors LP230,370$10.04M0.0%+13.4%0.299%
5/7/2026Commonwealth Financial Services LLC784,257$34.19M5.4%+8.1%1.017%
5/7/2026Scarborough Advisors LLC3,875$169K0.0%-25.2%0.005%
5/7/2026Parallel Advisors LLC6,142$268K0.0%N/A0.008%
5/6/2026Advisortrust Partners LLC4,439$193K0.1%N/A0.006%
5/6/2026Assetmark Inc.108,003$4.71M0.0%+5.0%0.140%
5/6/2026Gerald Baker Financial Group LLC5,993$258K0.1%N/A0.008%
5/6/2026Independent Financial Group LLC79,153$3.45M0.1%N/A0.103%
5/5/2026BCGM Wealth Management LLC88,165$3.84M1.0%+8.5%0.114%
5/5/2026D.A. Davidson & CO.48,308$2.11M0.0%-1.5%0.063%
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%
5/5/2026Sigma Planning Corp6,172$269K0.0%-61.8%0.008%
5/4/2026Retirement Planning Group LLC107,088$4.67M0.1%+11.4%0.139%
5/4/2026HBW Advisory Services LLC84,498$3.68M0.4%+1.0%0.110%
5/2/2026International Assets Investment Management LLC5,419$236K0.0%+10.7%0.007%
5/1/2026Fifth Third Bancorp73,036$3.18M0.0%N/A0.095%
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5/1/2026Darwin Wealth Management LLC112,043$4.88M1.5%+45.8%0.145%
4/30/2026Beacon Financial Group18,593$810K0.1%-2.7%0.024%
4/30/2026Kestra Advisory Services LLC152,623$6.65M0.0%-8.0%0.198%
4/29/2026Advance Capital Management Inc.22,897$998K0.0%-7.7%0.030%
4/28/2026Walkner Condon Financial Advisors LLC18,206$794K0.1%+4.2%0.024%
4/27/2026Capital Financial Group Inc. Co. ADV112,254$4.89M2.7%+2.4%0.145%
4/27/2026Altus Wealth Group LLC16,719$729K0.3%+9.8%0.022%
4/27/2026World Investment Advisors84,939$3.70M0.1%-1.2%0.110%
4/27/2026USAdvisors Wealth Management LLC10,534$457K0.2%-2.5%0.014%
4/27/2026Private Advisor Group LLC114,224$4.98M0.0%-3.5%0.148%
4/27/2026Sound Income Strategies LLC11,441$499K0.0%-6.3%0.015%
4/24/2026American Institute for Advanced Investment Management LLP6,445$281K0.2%+13.4%0.008%
4/24/2026First Pacific Financial1,393$61K0.0%-34.8%0.002%
4/24/2026Columbia Advisory Partners LLC34,571$1.51M1.0%-5.9%0.045%
4/24/2026Lighthouse Wealth Management Inc.8,653$377K0.3%-2.8%0.011%
4/23/2026Intrua Financial LLC37,610$1.64M0.2%-65.6%0.049%
4/23/2026Asset Allocation Strategies LLC6,786$296K0.1%+10.4%0.009%
4/23/2026Pinnacle Bancorp Inc.19,098$832K0.2%+23.6%0.025%
4/23/2026Apollon Wealth Management LLC8,833$385K0.0%-5.0%0.011%
4/22/2026Patriot Financial Group Insurance Agency LLC15,772$688K0.0%+97.3%0.020%
4/22/2026Janney Montgomery Scott LLC223,334$9.74M0.0%+4.7%0.289%
4/22/2026Merkkuri Wealth Advisors LLC804$35K0.0%N/A0.001%
4/21/2026Maridea Wealth Management LLC5,607$244K0.0%-42.4%0.007%
4/21/2026Sequent Planning LLC103,951$4.53M1.1%-2.2%0.135%
4/21/2026Silver Oak Securities Incorporated8,138$355K0.0%-92.8%0.011%
4/20/2026Kestra Private Wealth Services LLC22,755$992K0.0%-17.3%0.029%
4/17/2026Andina Capital Management LLC10,225$446K0.4%-58.5%0.013%
4/17/2026Summit Wealth Partners LLC5,127$223K0.0%N/A0.007%
4/17/2026FARMERS & MERCHANTS TRUST Co OF LONG BEACH6,256$273K0.1%N/A0.008%
4/17/2026Brookstone Capital Management27,103$1.18M0.0%-5.2%0.035%
4/16/2026Cambridge Advisors Inc.21,729$947K0.2%-3.5%0.028%
4/16/2026Triad Wealth Partners LLC31,405$1.37M0.1%+149.5%0.040%
4/16/2026Park National Corp OH489,876$21.35M0.7%+47.6%0.631%
4/16/2026Founders Financial Securities LLC13,976$614K0.0%+3.4%0.018%
4/15/2026Nations 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%
3/13/2026World 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%
2/19/2026Axxcess 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%
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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%
2/17/2026Integrated 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%


FIXD Institutional Ownership - Frequently Asked Questions

During the previous two years, 394 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.

Of the 322 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. ($1.04M), Signature Estate & Investment Advisors LLC ($1.02M), and Coppell Advisory Solutions LLC ($954.34K).

Institutional investors have bought a total of 11,021,381 shares in the last 24 months. This purchase volume represents approximately $486.62M in transactions.

Of the 192 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), Raymond James Financial Inc. ($564.01K), Drake & Associates LLC ($538.09K), Steward Partners Investment Advisory LLC ($367.63K), and Capital Asset Advisory Services LLC ($330.87K).

Institutional investors have sold a total of 10,948,798 shares in the last 24 months. This volume of shares sold represents approximately $482.67M in transactions.


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This page (NASDAQ:FIXD) was last updated on 7/5/2026 by MarketBeat.com Staff.
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