Who owns First Tr Exchng Traded Fd Vi tcw opportunis?
- Ticker: FIXD
- CUSIP Number: 33740f805
Tip: Access positions for across all investors
Analyze quarterly positions in First Tr Exchng Traded Fd Vi tcw opportunis with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Tr Exchng Traded Fd Vi tcw opportunis stock
Who bought or sold First Tr Exchng Traded Fd Vi tcw opportunis this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 10M | $442M | -17% | Dec 2024 |
|
| LPL Financial | 8.4M | $363M | -10% | Dec 2024 |
|
| Wells Fargo & Company | 6.3M | $271M | -10% | Dec 2024 |
|
| Raymond James Financial | 3.7M | $158M | 100% | Dec 2024 |
|
| UBS Group | 3.3M | $142M | -16% | Dec 2024 |
|
| Envestnet Asset Management | 2.6M | $111M | -20% | Dec 2024 |
|
| Coppell Advisory Solutions | 2.0M | $86M | 92% | Dec 2024 |
|
| Ameriprise Financial | 1.7M | $74M | 32% | Dec 2024 |
|
| Goldman Sachs Group | 1.6M | $67M | 100% | Dec 2024 |
|
| Allen Capital Group | 1.3M | $58M | 7% | Dec 2024 |
|
| Branch Banking & Trust Company | 1.3M | $57M | 37% | Dec 2024 |
|
| Cetera Investment Advisers | 1.2M | $52M | -22% | Dec 2024 |
|
| Royal Bank of Canada | 1.2M | $50M | -2% | Dec 2024 |
|
| Commonwealth Equity Services | 1.0M | $45M | 2% | Dec 2024 |
|
| Thrivent Financial for Lutherans | 1.0M | $45M | 4% | Dec 2024 |
|
| Pine Valley Investments Ltd Liability | 997k | $43M | -19% | Dec 2024 |
|
| Citadel Advisors | 965k | $42M | 432% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 947k | $41M | 2% | Dec 2024 |
|
| Long Run Wealth Advisors | 934k | $41M | 3% | Mar 2025 |
|
| Stifel Financial | 934k | $40M | -2% | Dec 2024 |
|
| Bank of America Corporation | 925k | $40M | 5% | Dec 2024 |
|
| Wiley Bros.-aintree Capital | 863k | $37M | 59% | Dec 2024 |
|
| Advisor Group Holdings | 856k | $39M | -4% | Dec 2024 |
|
| HighTower Advisors | 819k | $35M | -4% | Dec 2024 |
|
| Goss Wealth Management | 793k | $34M | 3% | Dec 2024 |
|
| Commonwealth Financial Services | 734k | $32M | 0% | Dec 2024 |
|
| Spire Wealth Management | 641k | $28M | -1% | Dec 2024 |
|
| Axxcess Wealth Management | 605k | $26M | 2% | Dec 2024 |
|
| Janney Montgomery Scott | 604k | $26M | -11% | Dec 2024 |
|
| Larson Financial Group | 602k | $26M | 14% | Dec 2024 |
|
| Atria Investments | 584k | $25M | 78% | Dec 2024 |
|
| Great Lakes Retirement | 574k | $25M | 0% | Dec 2024 |
|
| Drake & Associates | 557k | $24M | 13% | Dec 2024 |
|
| Bank of New York Mellon | 508k | $22M | -20% | Dec 2024 |
|
| Kestra Advisory Services | 499k | $21M | -7% | Dec 2024 |
|
| Prospera Financial Services | 491k | $21M | -23% | Dec 2024 |
|
| Seascape Capital Management | 479k | $21M | 0% | Dec 2024 |
|
| Baird Financial | 479k | $21M | 52% | Dec 2024 |
|
| H D Vest Advisory Services | 450k | $19M | -14% | Dec 2024 |
|
| SNS Financial | 428k | $18M | 18% | Dec 2024 |
|
| SRS Capital Advisors | 428k | $18M | 297137% | Dec 2024 |
|
| Steward Partners Investment Advisory | 428k | $18M | -29% | Dec 2024 |
|
| O'Connor Financial Group | 421k | $19M | -2% | Mar 2025 |
|
| GDS Wealth Management | 386k | $17M | 13% | Dec 2024 |
|
| Per Stirling Capital Management | 383k | $17M | 7% | Dec 2024 |
|
| Alpha Financial Advisors | 382k | $16M | -4% | Dec 2024 |
|
| Private Advisor | 373k | $16M | -12% | Dec 2024 |
|
| Sanctuary Advisors | 368k | $16M | -2% | Dec 2024 |
|
| Mariner Wealth Advisors | 350k | $15M | 217% | Dec 2024 |
|
| TCP Asset Management | 337k | $15M | 6% | Dec 2024 |
|
| Capital Asset Advisory Services | 336k | $15M | -32% | Mar 2025 |
|
| Jane Street | 309k | $13M | 6009% | Dec 2024 |
|
| Dominguez Wealth Management Solutions | 306k | $13M | 0% | Dec 2024 |
|
| Harbour Investments | 300k | $13M | -40% | Dec 2024 |
|
| Signature Estate and Investment Advisors | 295k | $13M | -96% | Dec 2024 |
|
| Ameritas Advisory Services | 278k | $12M | 16% | Dec 2024 |
|
| American Financial Advisors | 256k | $11M | -20% | Dec 2024 |
|
| Talon Private Wealth | 237k | $10M | 100% | Dec 2024 |
|
| Triumph Capital Management | 237k | $10M | 3% | Dec 2024 |
|
| Sigma Planning | 230k | $9.9M | -33% | Dec 2024 |
|
| Cornerstone Wealth Management | 227k | $9.7M | 7% | Dec 2024 |
|
| LexAurum Advisors | 227k | $9.9M | -7% | Mar 2025 |
|
| Envestnet Portfolio Solutions | 225k | $9.7M | -22% | Dec 2024 |
|
| IFP Advisors | 225k | $9.7M | 10% | Dec 2024 |
|
| Opes Wealth Management | 215k | $9.2M | 11% | Dec 2024 |
|
| Twin Peaks Wealth Advisors | 210k | $9.1M | -12% | Mar 2025 |
|
| Horizon Investments | 209k | $8.9M | 1% | Dec 2024 |
|
| Bellevue Asset Management | 209k | $9.0M | -13% | Dec 2024 |
|
| First Pacific Financial | 206k | $8.9M | 1% | Dec 2024 |
|
| Howard Financial Services | 195k | $8.5M | -13% | Mar 2025 |
|
| Visionary Wealth Advisors | 187k | $8.1M | -28% | Dec 2024 |
|
| Geneos Wealth Management | 183k | $7.9M | 5% | Dec 2024 |
|
| Fsb Premier Wealth Management | 181k | $7.8M | 2% | Dec 2024 |
|
| Atria Wealth Solutions | 179k | $7.7M | -40% | Dec 2024 |
|
| CoreCap Advisors | 171k | $7.4M | 116% | Dec 2024 |
|
| First Trust Advisors | 171k | $7.3M | -49% | Dec 2024 |
|
| Nations Financial Group | 167k | $7.2M | 2% | Dec 2024 |
|
| Park National Corp | 162k | $7.0M | 19% | Dec 2024 |
|
| AlphaMark Advisors | 162k | $6.9M | 7% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 156k | $6.7M | 0% | Dec 2024 |
|
| Snowden Capital Advisors | 152k | $6.5M | 3% | Dec 2024 |
|
| Stratos Wealth Partners | 151k | $6.5M | -13% | Dec 2024 |
|
| Independent Advisor Alliance | 148k | $6.4M | 100% | Dec 2024 |
|
| Landmark Wealth Management | 141k | $6.1M | 5% | Dec 2024 |
|
| Andina Capital Management | 139k | $6.0M | -45% | Dec 2024 |
|
| Centaurus Financial | 137k | $5.9M | 36% | Dec 2024 |
|
| Mml Investors Services | 137k | $5.9M | 47% | Dec 2024 |
|
| Susquehanna International | 137k | $5.9M | -56% | Dec 2024 |
|
| IHT Wealth Management | 131k | $5.6M | 9% | Dec 2024 |
|
| FTB Advisors | 131k | $5.6M | 7% | Dec 2024 |
|
| Resources Investment Advisors | 130k | $5.6M | 1% | Dec 2024 |
|
| Dynamic Advisors Solutions | 130k | $5.6M | 5% | Dec 2024 |
|
| Financial Advocates Investment Management | 129k | $5.6M | -3% | Dec 2024 |
|
| Benjamin Edwards | 129k | $5.5M | -2% | Dec 2024 |
|
| Bennett Associates Wealth Management | 128k | $5.6M | 4% | Mar 2025 |
|
| Assetmark | 127k | $5.4M | -39% | Dec 2024 |
|
| Creekmur Asset Management | 123k | $5.3M | 8% | Dec 2024 |
|
| Silver Oak Securities | 123k | $5.3M | -31% | Dec 2024 |
|
| Pensionmark Financial Group | 121k | $5.2M | 39% | Dec 2024 |
|
| ERn Financial | 121k | $5.2M | -5% | Dec 2024 |
|
| CFO4Life | 114k | $4.9M | -41% | Dec 2024 |
|
| Integrated Wealth Concepts | 112k | $4.8M | -2% | Dec 2024 |
|
| USAdvisors Wealth Management | 111k | $4.8M | 4% | Dec 2024 |
|
| Sequent Planning | 106k | $4.6M | 1% | Dec 2024 |
|
| CWM | 97k | $4.2M | 2% | Dec 2024 |
|
| Orion Portfolio Solutions | 95k | $4.1M | -44% | Dec 2024 |
|
| Mutual Advisors | 94k | $4.0M | -40% | Dec 2024 |
|
| Betterment | 91k | $3.9M | 20% | Dec 2024 |
|
| HBW Advisory Services | 90k | $3.9M | -42% | Mar 2025 |
|
| Archer Investment Corp | 90k | $3.8M | 4% | Dec 2024 |
|
| Capital Planning | 89k | $3.8M | -37% | Dec 2024 |
|
| AE Wealth Management | 88k | $4.1M | -47% | Dec 2024 |
|
| Ashton Thomas Private Wealth | 88k | $3.8M | 22% | Dec 2024 |
|
| PFG Advisors | 86k | $3.7M | 160% | Dec 2024 |
|
| Fagan Associates | 86k | $3.7M | 0% | Dec 2024 |
|
| Paul Damon & Associates | 85k | $3.7M | -7% | Dec 2024 |
|
| Keystone Wealth Services | 82k | $3.5M | 91% | Dec 2024 |
|
| Intl Fcstone | 81k | $3.5M | -23% | Dec 2024 |
|
| Madrona Financial Services | 80k | $3.5M | -58% | Dec 2024 |
|
| Gateway Wealth Partners | 80k | $3.5M | -2% | Dec 2024 |
|
| Pinnacle Family Advisors | 80k | $3.4M | -4% | Dec 2024 |
|
| Brian McDonald | 80k | $3.4M | -24% | Dec 2024 |
|
| Aptus Capital Advisors | 80k | $3.4M | -44% | Dec 2024 |
|
| Guardian Wealth Advisors, Llc / Nc | 77k | $3.3M | -45% | Dec 2024 |
|
| Farther Finance Advisors | 76k | $3.3M | 1% | Mar 2025 |
|
| Stephens | 75k | $3.2M | 100% | Dec 2024 |
|
| Golden State Equity Partners | 75k | $3.2M | 5% | Dec 2024 |
|
| Kingsview Wealth Management | 74k | $3.2M | 9% | Dec 2024 |
|
| Oppenheimer & Co | 74k | $3.2M | 54% | Dec 2024 |
|
| Concurrent Investment Advisors | 73k | $3.1M | -13% | Dec 2024 |
|
| BCGM Wealth Management | 71k | $3.1M | 3% | Dec 2024 |
|
| Cannon Financial Strategists | 71k | $3.1M | -1% | Dec 2024 |
|
| Equitable Holdings | 70k | $3.0M | 8% | Dec 2024 |
|
| Blackhawk Capital Partners | 69k | $2.9M | 26% | Dec 2024 |
|
| Miracle Mile Advisors | 67k | $2.9M | 0% | Mar 2025 |
|
| Global View Capital Management | 65k | $2.8M | 100% | Dec 2024 |
|
| Golden State Wealth Management | 65k | $2.8M | 100% | Dec 2024 |
|
| Gladstone Institutional Advisory | 64k | $2.8M | -69% | Dec 2024 |
|
| LaSalle St. Investment Advisors | 62k | $2.6M | 100% | Dec 2024 |
|
| Westside Investment Management | 59k | $2.5M | 5% | Dec 2024 |
|
| Rik Saylor Financial | 58k | $2.5M | 100% | Dec 2024 |
|
| Clarity Capital Partners | 57k | $2.4M | -13% | Dec 2024 |
|
| Csenge Advisory Group | 56k | $2.4M | -21% | Dec 2024 |
|
| HPM Partners | 54k | $2.3M | 100% | Dec 2024 |
|
| D.A. Davidson & Co. | 54k | $2.3M | -3% | Dec 2024 |
|
| First Financial Group Corp | 53k | $2.3M | 100% | Dec 2024 |
|
| RFG Advisory | 53k | $2.3M | -9% | Mar 2025 |
|
| Maia Wealth | 52k | $2.2M | 2% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 52k | $2.3M | 9% | Mar 2025 |
|
| NewEdge Wealth | 50k | $2.2M | 0% | Dec 2024 |
|
| Iams Wealth Management | 46k | $2.0M | -74% | Mar 2025 |
|
| Integrys Wealth Advisors | 45k | $2.0M | -12% | Mar 2025 |
|
| Proequities | 45k | $1.9B | -21% | Dec 2024 |
|
| First Heartland Consultants | 42k | $1.8M | -89% | Dec 2024 |
|
| Foundations Investment Advisors | 38k | $1.6M | -30% | Dec 2024 |
|
| Lunt Capital Management | 36k | $1.6M | -37% | Dec 2024 |
|
| Cyndeo Wealth Partners | 31k | $1.3M | -93% | Dec 2024 |
|
| Kestra Private Wealth Services | 31k | $1.3M | -38% | Dec 2024 |
|
| Mach-1 Financial Group | 26k | $1.1M | -95% | Dec 2024 |
|
| LVZ Advisors | 11k | $468k | -99% | Dec 2024 |
|
| GeoWealth Management | 9.6k | $414k | -86% | Dec 2024 |
|
| Hartland & Co | 9.5k | $409k | -86% | Dec 2024 |
|
| Jpmorgan Chase & Co | 6.2k | $265k | -90% | Dec 2024 |
|
Who sold out of First Tr Exchng Traded Fd Vi tcw opportunis?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Good Life Advisors | Sep 2024 | 72k | $3.3M |
| SignalPoint Asset Management | Sep 2024 | 59k | $2.7M |
| Simplicity Wealth | Dec 2024 | 55k | $2.3M |