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
Download as csv Download as ExcelTop 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 | 11M | $498M | 18% | Mar 2024 |
|
LPL Financial | 9.2M | $400M | 25% | Mar 2024 |
|
Wells Fargo & Company | 7.3M | $316M | 16% | Mar 2024 |
|
Signature Estate and Investment Advisors | 6.8M | $295M | 12% | Mar 2024 |
|
UBS Group | 3.6M | $157M | -3% | Mar 2024 |
|
Envestnet Asset Management | 3.6M | $155M | -18% | Mar 2024 |
|
Raymond James Financial Services Advisors | 3.2M | $142M | 2% | Mar 2024 |
|
Raymond James & Associates | 2.1M | $90M | 5% | Mar 2024 |
|
Coppell Advisory Solutions Corp. | 1.4M | $62M | 100% | Mar 2024 |
|
Pine Valley Investments Ltd Liability | 1.3M | $56M | 24% | Mar 2024 |
|
LVZ Advisors | 1.3M | $55M | 7% | Mar 2024 |
|
Citadel Advisors | 1.2M | $54M | 100% | Mar 2024 |
|
Bank of America Corporation | 1.2M | $54M | -62% | Mar 2024 |
|
Allen Capital Group | 1.2M | $50M | 8% | Mar 2024 |
|
Advisor Group Holdings | 1.1M | $49M | -47% | Mar 2024 |
|
Commonwealth Equity Services | 1.0M | $45M | 29% | Mar 2024 |
|
Stifel Financial | 1.0M | $45M | 15% | Mar 2024 |
|
Kestra Advisory Services | 973k | $43M | 17% | Dec 2023 |
|
Private Advisor | 945k | $41M | 15% | Mar 2024 |
|
Cambridge Investment Research Advisors | 876k | $38M | 5% | Mar 2024 |
|
HighTower Advisors | 875k | $38M | 3% | Mar 2024 |
|
Jane Street | 857k | $37M | 100% | Mar 2024 |
|
Royal Bank of Canada | 852k | $37M | 2% | Mar 2024 |
|
Bank of New York Mellon | 782k | $34M | -18% | Mar 2024 |
|
Branch Banking & Trust Company | 730k | $32M | -13% | Mar 2024 |
|
Long Run Wealth Advisors | 730k | $32M | 5% | Mar 2024 |
|
American Financial Advisors | 697k | $30M | -1% | Mar 2024 |
|
Spire Wealth Management | 688k | $30M | 1% | Mar 2024 |
|
H D Vest Advisory Services | 577k | $25M | 11% | Mar 2024 |
|
Janney Montgomery Scott | 546k | $24M | 58% | Mar 2024 |
|
Cyndeo Wealth Partners | 523k | $23M | 2% | Mar 2024 |
|
Seascape Capital Management | 499k | $22M | 18% | Mar 2024 |
|
Rehmann Capital Advisory | 484k | $21M | 32% | Mar 2024 |
|
Coppell Advisory Solutions | 458k | $20M | -36% | Dec 2023 |
|
Drake & Associates | 454k | $20M | 7% | Mar 2024 |
|
Kestra Private Wealth Services | 452k | $20M | 12% | Mar 2024 |
|
Capital Asset Advisory Services | 451k | $19M | 24% | Mar 2024 |
|
Axxcess Wealth Management | 439k | $20M | 3% | Dec 2023 |
|
Prospera Financial Services | 438k | $20M | 19% | Dec 2023 |
|
Howard Financial Services | 413k | $18M | 5% | Mar 2024 |
|
Mach-1 Financial Group | 393k | $17M | 7% | Mar 2024 |
|
Thrivent Financial for Lutherans | 392k | $17M | -13% | Mar 2024 |
|
O'Connor Financial Group | 387k | $17M | 5% | Mar 2024 |
|
Larson Financial Group | 385k | $17M | 21% | Mar 2024 |
|
Alpha Financial Advisors | 383k | $17M | 5% | Mar 2024 |
|
Atria Investments | 356k | $16M | 37% | Dec 2023 |
|
Commonwealth Financial Services | 353k | $16M | 53% | Dec 2023 |
|
AE Wealth Management | 352k | $16M | -60% | Mar 2024 |
|
Goss Wealth Management | 350k | $15M | 71% | Mar 2024 |
|
Visionary Wealth Advisors | 341k | $15M | 3% | Mar 2024 |
|
Sigma Planning | 336k | $15M | 200% | Mar 2024 |
|
Baird Financial | 330k | $15M | 160% | Dec 2023 |
|
Dominguez Wealth Management Solutions | 314k | $14M | 4% | Mar 2024 |
|
TCP Asset Management | 302k | $13M | 32% | Mar 2024 |
|
SNS Financial | 300k | $13M | 3% | Mar 2024 |
|
Horizon Investments | 300k | $13M | -43% | Mar 2024 |
|
Envestnet Portfolio Solutions | 294k | $13M | -11% | Mar 2024 |
|
First Trust Advisors | 272k | $12M | -6% | Mar 2024 |
|
Jpmorgan Chase & Co | 266k | $12M | 325% | Mar 2024 |
|
Atria Wealth Solutions | 264k | $12M | -10% | Mar 2024 |
|
Solano Wealth Management | 260k | $11M | 3% | Mar 2024 |
|
Twin Peaks Wealth Advisors | 256k | $11M | 33% | Mar 2024 |
|
First Pacific Financial | 255k | $11M | 0% | Mar 2024 |
|
Assetmark | 255k | $11M | 29% | Mar 2024 |
|
GDS Wealth Management | 254k | $11M | 124% | Mar 2024 |
|
Steward Partners Investment Advisory | 249k | $11M | 80% | Mar 2024 |
|
Fsb Premier Wealth Management | 245k | $11M | 1% | Mar 2024 |
|
Gladstone Institutional Advisory | 238k | $11M | 4% | Dec 2023 |
|
We Are One Seven | 237k | $11M | 3823% | Dec 2023 |
|
First Heartland Consultants | 236k | $10M | 60% | Mar 2024 |
|
Cornerstone Wealth Management | 224k | $9.8M | -2% | Mar 2024 |
|
Harbour Investments | 224k | $10M | 20% | Dec 2023 |
|
Iams Wealth Management | 208k | $9.0M | -4% | Mar 2024 |
|
Triumph Capital Management | 205k | $8.9M | 27% | Mar 2024 |
|
Harwood Advisory | 204k | $8.9M | -4% | Mar 2024 |
|
Andina Capital Management | 203k | $8.9M | 15% | Mar 2024 |
|
Sanchez Wealth Management Group | 203k | $8.8M | -1% | Mar 2024 |
|
Bellevue Asset Management | 197k | $8.6M | 173% | Mar 2024 |
|
Cedrus | 196k | $8.6M | 38% | Mar 2024 |
|
Concurrent Investment Advisors | 195k | $8.5M | 1% | Mar 2024 |
|
CFO4Life | 191k | $8.3M | -9% | Mar 2024 |
|
Opes Wealth Management | 183k | $8.0M | 7% | Mar 2024 |
|
LexAurum Advisors | 181k | $8.1M | -1% | Dec 2023 |
|
Mutual Advisors | 178k | $7.8M | 56% | Mar 2024 |
|
Susquehanna International | 174k | $7.6M | -49% | Mar 2024 |
|
Silver Oak Securities | 174k | $7.6M | 0% | Mar 2024 |
|
Virtue Capital Management | 174k | $7.4M | 93% | Mar 2024 |
|
Madrona Financial Services | 173k | $7.6M | 30% | Mar 2024 |
|
Intl Fcstone | 168k | $7.3M | -12% | Mar 2024 |
|
IFP Advisors | 163k | $7.3M | -24% | Dec 2023 |
|
Snowden Capital Advisors | 163k | $7.1M | -24% | Mar 2024 |
|
Wealth Enhancement Advisory Services | 159k | $6.9M | -33% | Mar 2024 |
|
ICA Group Wealth Management | 159k | $6.9M | -6% | Mar 2024 |
|
Advisory Alpha | 156k | $6.8M | -2% | Mar 2024 |
|
HBW Advisory Services | 155k | $6.9M | 0% | Mar 2024 |
|
Stratos Wealth Partners | 155k | $6.8M | 3% | Mar 2024 |
|
ERn Financial | 152k | $6.6M | -4% | Mar 2024 |
|
Newman Dignan & Sheerar | 150k | $6.5M | 9% | Mar 2024 |
|
Nations Financial Group | 144k | $6.3M | 5% | Mar 2024 |
|
Northwestern Mutual Wealth Management Company | 142k | $6.2M | 28% | Mar 2024 |
|
Financial Advocates Investment Management | 140k | $6.1M | -59% | Mar 2024 |
|
Capital Planning | 139k | $6.1M | 6% | Mar 2024 |
|
Geneos Wealth Management | 138k | $6.0M | 4% | Mar 2024 |
|
Bennett Associates Wealth Management | 138k | $6.0M | 6% | Mar 2024 |
|
AlphaMark Advisors | 137k | $6.0M | 44% | Mar 2024 |
|
SignalPoint Asset Management | 134k | $5.8M | -39% | Mar 2024 |
|
Flow Traders US | 131k | $5.7M | 100% | Mar 2024 |
|
Strategic Financial Concepts | 131k | $5.7M | 24% | Mar 2024 |
|
Pinnacle Family Advisors | 130k | $5.7M | 2% | Mar 2024 |
|
Resources Investment Advisors | 129k | $5.6M | 20% | Mar 2024 |
|
Aptus Capital Advisors | 128k | $5.6M | 9% | Mar 2024 |
|
Landmark Wealth Management | 128k | $5.6M | 6% | Mar 2024 |
|
Mariner Wealth Advisors | 122k | $5.3M | 18% | Mar 2024 |
|
Orion Portfolio Solutions | 114k | $5.0M | -31% | Mar 2024 |
|
Dynamic Advisors Solutions | 111k | $4.8M | 10% | Mar 2024 |
|
Paul Damon & Associates | 108k | $4.7M | -9% | Mar 2024 |
|
CWM | 108k | $4.7M | -6% | Mar 2024 |
|
Benjamin F. Edwards & Company | 107k | $4.7M | -22% | Mar 2024 |
|
USAdvisors Wealth Management | 106k | $4.6M | -2% | Mar 2024 |
|
Ameritas Advisory Services | 103k | $4.6M | -14% | Dec 2023 |
|
Fifth Third Securities | 103k | $4.5M | 42% | Mar 2024 |
|
FTB Advisors | 97k | $4.2M | 1% | Mar 2024 |
|
Sequent Planning | 96k | $4.2M | 100% | Mar 2024 |
|
Brian McDonald | 95k | $4.2M | 29% | Mar 2024 |
|
Ausdal Financial Partners | 94k | $4.1M | 8% | Mar 2024 |
|
Centaurus Financial | 93k | $4.1M | 9% | Mar 2024 |
|
National Asset Management | 91k | $3.8M | 63% | Mar 2024 |
|
Fagan Associates | 90k | $3.9M | 2% | Mar 2024 |
|
Beck Bode | 89k | $4.0M | -15% | Dec 2023 |
|
Arkadios Wealth Advisors | 87k | $3.8M | -2% | Mar 2024 |
|
Archer Investment Corp | 84k | $3.7M | 2% | Mar 2024 |
|
Golden State Equity Partners | 84k | $3.7M | 2% | Dec 2023 |
|
Csenge Advisory Group | 80k | $3.5M | 9% | Mar 2024 |
|
Patriot Financial Group Insurance Agency | 77k | $3.4M | 33% | Mar 2024 |
|
Wilbanks Smith & Thomas Asset Management | 75k | $3.3M | 10% | Mar 2024 |
|
Park Avenue Securities | 73k | $3.2M | -34% | Mar 2024 |
|
RFG Advisory | 72k | $3.1M | 4% | Mar 2024 |
|
Betterment | 72k | $3.1M | 10% | Mar 2024 |
|
Integrated Wealth Concepts | 71k | $3.1M | 222% | Mar 2024 |
|
Simplicity Wealth | 70k | $3.1M | 943% | Mar 2024 |
|
Creekmur Asset Management | 68k | $3.0M | 6024% | Mar 2024 |
|
Advance Capital Management | 68k | $2.9M | -86% | Mar 2024 |
|
BCGM Wealth Management | 63k | $2.7M | 1% | Mar 2024 |
|
Clarity Capital Partners | 62k | $2.7M | 15% | Mar 2024 |
|
Centennial Wealth Advisory | 60k | $2.6M | 2% | Mar 2024 |
|
Lunt Capital Management | 60k | $2.6M | -8% | Mar 2024 |
|
Good Life Advisors | 60k | $2.6M | 23% | Mar 2024 |
|
BlackDiamond Wealth Management | 59k | $2.6M | -17% | Mar 2024 |
|
IFG Advisory | 58k | $2.5M | -13% | Mar 2024 |
|
Proequities | 54k | $2.4B | -6% | Mar 2024 |
|
NewEdge Wealth | 52k | $2.2M | -19% | Mar 2024 |
|
Foundations Investment Advisors | 51k | $2.2M | -19% | Mar 2024 |
|
Cambridge Advisors | 51k | $2.2M | -9% | Mar 2024 |
|
Beacon Pointe Advisors | 49k | $2.2M | -26% | Dec 2023 |
|
HCR Wealth Advisors | 47k | $2.0M | -20% | Mar 2024 |
|
Beacon Financial | 42k | $1.8M | -29% | Mar 2024 |
|
Walkner Condon Financial Advisors | 35k | $1.5M | -48% | Mar 2024 |
|
Sweet Financial Partners | 13k | $566k | -97% | Mar 2024 |
|
EdgeRock Capital | 11k | $479k | -95% | Mar 2024 |
|
Founders Financial Securities | 11k | $471k | -95% | Mar 2024 |
|
Goldman Sachs Group | 10k | $436k | -98% | Mar 2024 |
|
NorthLanding Financial Partners | 8.1k | $355k | -91% | Mar 2024 |
|
Who sold out of First Tr Exchng Traded Fd Vi tcw opportunis?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
FDx Advisors | Sep 2023 | 470k | $20M |
Financial Designs Corp | Dec 2023 | 143k | $6.4M |
Eldridge Investment Advisors | Dec 2023 | 104k | $4.6M |
Legacy Capital Wealth Partners | Sep 2023 | 71k | $3.0M |