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

First Trust TCW Opportunistic Fixed Income ETF logo
$42.85 -0.02 (-0.05%)
As of 07/24/2026 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)
196
Total
Institutional Inflows
(last 12 months)
$481.91M
Number of
Institutional Sellers
(last 12 months)
182
Total
Institutional Outflows
(last 12 months)
$427.04M
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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
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%
6/8/2026Pine 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%
5/19/2026 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%
5/15/2026Gateway Wealth Partners LLC75,469$3.29M0.1%+114.6%0.098%
5/14/2026Renaissance Technologies LLC6,200$270K0.0%N/A0.008%
5/14/2026 CLG LLC20,473$892K0.2%-3.0%0.027%
5/14/2026 American Financial Advisors LLC39,226$1.71M0.2%-2.0%0.051%
5/13/2026Cetera 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%
5/7/2026 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%
5/7/2026Parallel 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%
5/6/2026 Independent 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%
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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%
5/4/2026 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%
5/1/2026Fifth 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%
4/30/2026Kestra 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%
4/27/2026 Altus Wealth Group LLC16,719$729K0.3%+9.8%0.022%
4/27/2026World Investment Advisors84,939$3.70M0.1%-1.2%0.110%
4/27/2026USAdvisors Wealth Management LLC10,534$457K0.2%-2.5%0.014%
4/27/2026Private Advisor Group LLC114,224$4.98M0.0%-3.5%0.148%
4/27/2026 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%
4/23/2026Intrua 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%
4/23/2026 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%
4/22/2026Janney 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%
4/17/2026 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%
4/16/2026Triad 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%
4/16/2026Founders 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%
3/13/2026World 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%
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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%
2/18/2026 Pacific 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%


FIXD Institutional Ownership - Frequently Asked Questions

During the previous two years, 388 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 315 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), Signature Estate & Investment Advisors LLC ($1.02M), and Coppell Advisory Solutions LLC ($954.34K).

Institutional investors have bought a total of 10,914,438 shares in the last 24 months. This purchase volume represents approximately $481.91M in transactions.

Of the 177 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 Axxcess Wealth Management LLC ($327.00K).

Institutional investors have sold a total of 9,681,378 shares in the last 24 months. This volume of shares sold represents approximately $427.04M in transactions.


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This page (NASDAQ:FIXD) was last updated on 7/25/2026 by MarketBeat.com Staff.
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