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

First Trust TCW Opportunistic Fixed Income ETF logo
$41.41 -0.10 (-0.24%)
As of 11:03 AM 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)
191
Total
Institutional Inflows
(last 12 months)
$448.60M
Number of
Institutional Sellers
(last 12 months)
151
Total
Institutional Outflows
(last 12 months)
$245.17M
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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
10/14/2026Focus Financial Network Inc.8,521$352K0.0%-8.1%0.012%
10/13/2026Fagan Associates Inc.69,491$2.87M0.3%N/A0.101%
10/10/2026Capital Planning LLC90,228$3.72M1.0%+0.6%0.131%
10/9/2026Sound Income Strategies LLC10,712$444K0.0%-6.0%0.016%
10/9/2026GK Wealth Management LLC1,415$58K0.0%N/A0.002%
10/9/2026Inspirion Wealth Advisors LLC22,626$934K0.1%N/A0.033%
10/9/2026First Heartland Consultants Inc.6,089$251K0.0%N/A0.009%
10/8/2026Farther Finance Advisors LLC52,488$2.17M0.0%-7.3%0.076%
10/8/2026CoreCap Advisors LLC198,246$8.18M0.2%+27.5%0.286%
10/5/2026Park National Corp OH739,505$30.52M0.8%N/A1.042%
9/23/2026Envestnet Portfolio Solutions Inc.22,129$965K0.0%+2.4%0.030%
9/23/2026Envestnet Asset Management Inc.2,317,649$101.07M0.0%+2.5%3.190%
9/9/2026Integrated Wealth Concepts LLC201,339$8.78M0.1%+6.3%0.267%
9/9/2026RFG Advisory LLC115,714$5.05M0.1%-38.6%0.154%
9/9/2026NewEdge Advisors LLC1,073,904$46.83M0.1%+25.3%1.426%
9/9/2026IFP Advisors Inc169,238$7.38M0.1%-18.1%0.225%
9/9/2026Baird Financial Group Inc.602,672$26.28M0.0%+12.0%0.800%
9/8/2026Allworth Financial LP4,805$210K0.0%+8.6%0.006%
9/2/2026Capital & Planning LLC89,683$3.91M2.0%-11.3%0.119%
9/2/2026Citadel Advisors LLC485,591$21.18M0.0%+742.9%0.645%
8/23/2026Ameritas Advisory Services LLC76,856$3.35M0.1%+75.4%0.102%
8/23/2026Asset Allocation Strategies LLC8,867$387K0.1%+30.7%0.012%
8/22/2026Compass Financial Management LLC4,104$179K0.0%N/A0.005%
8/22/2026NI Acquisitions Company LLC1,505$66K0.0%N/A0.002%
8/22/2026BAM Wealth Management LLC20,931$913K0.6%+40.4%0.028%
8/22/2026Concurrent Investment Advisors LLC60,450$2.64M0.0%+5.7%0.080%
8/21/2026Andina Capital Management LLC5,299$231K0.4%-48.2%0.007%
8/21/2026Coppell Advisory Solutions LLC278,944$122K0.0%N/A0.370%
8/21/2026Acorn Wealth Advisors LLC17,224$751K0.2%-7.6%0.023%
8/21/2026Triumph Capital Management228,135$9.95M1.8%-2.4%0.303%
8/20/2026First PREMIER Bank13,795$601K0.1%-28.0%0.018%
7/9/2026Focus Financial Network Inc.9,276$405K0.0%-8.1%0.012%
7/8/2026First Heartland Consultants Inc.7,072$308K0.0%+34.1%0.009%
7/8/2026Cooper Financial Group6,938$303K0.0%-5.8%0.009%
7/7/2026Quad Cities Investment Group LLC5,708$249K0.1%-6.5%0.008%
7/7/2026Dynamic Advisor Solutions LLC17,044$743K0.0%N/A0.023%
7/7/2026Inspirion Wealth Advisors LLC23,672$1.03M0.1%-13.1%0.031%
7/7/2026CoreCap Advisors LLC155,430$6.78M0.2%+12.7%0.206%
7/7/2026Howard 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%
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7/6/2026RDA 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%
5/19/2026IFS 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%
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%
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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%


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. ($101.07M), and Raymond James & Associates ($83.02M).Learn more on First Trust TCW Opportunistic Fixed Income ETF's institutional investors.

Of the 306 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), Park National Corp OH ($1.11M), and Geneos Wealth Management Inc. ($1.03M).

Institutional investors have bought a total of 10,215,627 shares in the last 24 months. This purchase volume represents approximately $448.60M in transactions.

Of the 151 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 ($142.26K), and UBS Group AG ($128.29K).

Institutional investors have sold a total of 5,539,271 shares in the last 24 months. This volume of shares sold represents approximately $245.17M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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