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

First Trust TCW Opportunistic Fixed Income ETF logo
$43.36 0.00 (0.00%)
As of 05/22/2026 03:59 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
201
Total
Institutional Inflows
(last 12 months)
$483.86M
Number of
Institutional Sellers
(last 12 months)
192
Total
Institutional Outflows
(last 12 months)
$485.82M
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Skip Chart & View Institutional Buying and Selling Data

FIXD Institutional Buying and Selling by Quarter

First Trust TCW Opportunistic Fixed Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
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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%
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%
3/9/2026 Corient Private Wealth LLC4,845$215K0.0%N/A0.006%
2/26/2026 TD Capital Management LLC4,968$220K0.0%+10.9%0.006%
2/23/2026 Drake & Associates LLC36,947$1.64M0.3%-12.0%0.047%
2/19/2026 Claris Financial LLC25,503$1.13M0.6%N/A0.033%
2/19/2026 Axxcess Wealth Management LLC185,609$8.23M0.1%+48.8%0.238%
2/19/2026 Corient Private Wealth LLC4,845$215K0.0%N/A0.006%
2/18/2026 Raymond James Financial Inc.2,896,834$128.39M0.0%+6.4%3.721%
2/18/2026 Beacon Pointe Advisors LLC31,912$1.41M0.0%+12.8%0.041%
2/18/2026 NewEdge Advisors LLC777,949$34.48M0.1%+58.1%0.999%
2/18/2026 Crusonia Wealth Advisors LLC12,899$572K0.1%N/A0.017%
2/18/2026 Pacific Excel Wealth Advisors Inc.13,294$589K1.1%N/A0.017%
2/18/2026 Millennium Management LLC7,937$352K0.0%N/A0.010%
2/18/2026 Maia Wealth LLC35,767$1.60M0.3%-10.2%0.046%
2/18/2026 Engineers Gate Manager LP12,951$574K0.0%N/A0.017%
2/18/2026 Core Wealth Partners LLC64,389$2.85M1.3%+13.0%0.083%
2/18/2026 Asset One Wealth Management LLC10,041$444K0.1%N/A0.013%
2/17/2026 Scarborough Advisors LLC5,182$230K0.0%+35.1%0.007%
2/17/2026 Integrated Advisors Network LLC7,942$352K0.0%-55.6%0.010%
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2/17/2026 Cetera Investment Advisers947,529$41.99M0.0%+0.5%1.217%
2/17/2026 Hilltop Holdings Inc.5,431$241K0.0%-4.5%0.007%
2/17/2026 Equitable Holdings Inc.110,643$4.90M0.0%+8.2%0.142%
2/17/2026 Kovack Advisors Inc.70,218$3.11M0.1%N/A0.090%
2/17/2026 Osaic Holdings Inc.841,343$37.29M0.1%-31.6%1.081%
2/17/2026 Advisory Services Network LLC12,211$541K0.0%-9.5%0.016%
2/17/2026 Private Advisor Group LLC118,413$5.25M0.0%-0.3%0.152%
2/17/2026 Captrust Financial Advisors6,703$297K0.0%N/A0.009%
2/17/2026 &PARTNERS680,109$30.15M0.2%-1.8%0.874%
2/17/2026 Royal Bank of Canada1,434,811$63.59M0.0%+6.2%1.843%


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 10,958,055 shares in the last 24 months. This purchase volume represents approximately $483.86M 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 11,020,396 shares in the last 24 months. This volume of shares sold represents approximately $485.82M in transactions.



This page (NASDAQ:FIXD) was last updated on 5/25/2026 by MarketBeat.com Staff.
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