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Get Institutions for : 
First Trust Tcw Opportnistic Fixed Income (FIXD)  
$42.82 0.09 (0.21%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 323    2
Total shares held : 
 92,068,802  
% of shares held : 
 89.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 2,705,561  
% of shares held change : 
   2.64%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $41.72  
Last Quarter's Ending Price : 
 $44.61  
Last Quarter's Average Price : 
 $42.59  
Change from last quarter's     
avg. price to the last closing  : 
0.23 (0.54%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 1,217,091
 1.32%
 
Increased Positions :
143
 9,454,082
 10.27%
 
Unchanged Positions :
29
 741,712
 0.81%
 
Decreased Positions :
132
-6,703,094
-7.28%
 
Closed Positions :
21
-1,262,518
-1.37%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   UBS Group AG 338 - 2024-03-31 3,607,477 $157,286,000 -104,539
   ENVESTNET ASSET MANAGEMENT INC 314 - 2024-03-31 3,555,975 $155,040,000 -871,013
   BANK OF AMERICA CORP /DE/ 1249 - 2024-03-31 1,237,886 $53,972,000 -1,989,067
   Advisor Group Holdings Inc. 181 - 2024-03-31 1,124,307 $49,020,000 -984,993
   BANK OF NEW YORK MELLON CORP 1259 - 2024-03-31 782,316 $34,109,000 -166,008
   BB&T CORP 317 - 2024-03-31 729,948 $31,826,000 -108,817
   American Financial Advisors LLC 8 - 2024-03-31 697,429 $30,408,000 -9,698
   Cetera Investment Advisers 77 - 2024-03-31 513,317 $22,381,000 -328,175
   FINANCIAL NETWORK 212 - 2024-03-31 473,906 $20,662,000 -16,449
   Coppell Advisory Solutions LLC 2 - 2023-12-31 458,031 $20,430,000 -259,233
   THRIVENT FINANCIAL FOR LUTHERANS 488 - 2024-03-31 391,737 $17,080,000 -57,861
   Commonwealth Financial Services LLC 6 - 2024-03-31 351,782 $15,691,000 -931
   AE Wealth Management LLC 157 - 2024-03-31 351,821 $15,339,000 -517,045
   HORIZON INVESTMENTS, LLC/SC 41 - 2024-03-31 299,797 $13,023,000 -225,294
   Envestnet Portfolio Solutions Inc. 192 - 2024-03-31 293,678 $12,804,000 -36,761
   FIRST TRUST ADVISORS LP 970 - 2024-03-31 272,386 $11,876,000 -17,000
   Atria Wealth Solutions Inc. 169 - 2024-03-31 263,696 $11,497,000 -30,039
   First Pacific Financial 11 - 2024-03-31 255,237 $11,128,000 -921
   Gladstone Institutional Advisory LLC 34 - 2024-03-31 235,186 $10,254,000 -2,735
   Cornerstone Wealth Management LLC 24 - 2024-03-31 223,827 $9,759,000 -4,129
   IAMS WEALTH MANAGEMENT LLC 2 - 2024-03-31 208,136 $9,035,000 -9,494
   Harwood Advisory Group LLC 12 - 2024-03-31 203,582 $8,876,000 -8,331
   Sanchez Wealth Management Group 16 - 2024-03-31 202,484 $8,828,000 -2,074
   CFO4Life Group LLC 17 - 2024-03-31 191,298 $8,341,000 -18,512
   SILVER OAK SECURITIES Inc 20 - 2024-03-31 173,921 $7,583,000 -673
   INTL FCSTONE INC. 23 - 2024-03-31 167,506 $7,303,000 -23,535
   IFP Advisors Inc 64 - 2023-12-31 163,191 $7,279,000 -52,459
   Snowden Capital Advisors LLC 100 - 2024-03-31 162,540 $7,087,000 -52,654
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 576 - 2024-03-31 159,323 $6,946,000 -76,971
   ICA Group Wealth Management LLC 17 - 2024-03-31 158,910 $6,928,000 -9,842
   Advisory Alpha LLC 49 - 2024-03-31 155,975 $6,801,000 -3,933
   ERn Financial LLC 25 - 2024-03-31 152,157 $6,634,000 -6,869
   Financial Advocates Investment Management 70 - 2024-03-31 139,795 $6,095,000 -199,616
   SIGNALPOINT ASSET MANAGEMENT, LLC 9 - 2024-03-31 133,952 $5,840,000 -85,415
   We Are One Seven LLC 93 - 2024-03-31 114,965 $5,012,000 -121,789
   Orion Portfolio Solutions LLC 319 - 2024-03-31 113,999 $4,970,000 -51,544
   Paul Damon & Associates Inc. 8 - 2024-03-31 107,648 $4,693,000 -10,753
   CWM LLC 427 - 2024-03-31 107,577 $4,690,000 -6,526
   BENJAMIN F. EDWARDS & COMPANY INC. 222 - 2024-03-31 107,137 $4,671,000 -30,342
   USAdvisors Wealth Management LLC 18 - 2024-03-31 105,765 $4,612,000 -2,285
   MML INVESTORS SERVICES LLC 734 - 2024-03-31 93,209 $4,064,000 -24,959
   Beck Bode LLC 37 - 2023-12-31 88,955 $3,968,000 -16,270
   Arkadios Wealth Advisors 77 - 2024-03-31 86,766 $3,783,000 -1,699
   PARK AVENUE SECURITIES LLC 273 - 2024-03-31 73,220 $3,192,000 -37,720
   Advance Capital Management Inc. 26 - 2024-03-31 67,527 $2,944,000 -432,065
   Lunt Capital Management Inc. 20 - 2024-03-31 59,623 $2,600,000 -5,302
   BlackDiamond Wealth Management Inc. 12 - 2024-03-31 59,036 $2,574,000 -11,766
   IFG Advisory LLC 151 - 2024-03-31 58,378 $2,545,000 -8,630
   PROEQUITIES INC. 142 - 2024-03-31 53,932 $2,351,000 -3,634
   Foundations Investment Advisors LLC 220 - 2024-03-31 50,630 $2,207,000 -12,048
   Cambridge Advisors Inc. 33 - 2024-03-31 50,527 $2,203,000 -5,234
   NewEdge Wealth LLC 313 - 2024-03-31 51,686 $2,195,000 -11,847
   Kingsview Wealth Management LLC 323 - 2024-03-31 49,012 $2,137,000 -3,754
   HCR Wealth Advisors 58 - 2024-03-31 46,848 $2,043,000 -11,575
   Beacon Pointe Advisors LLC 512 - 2024-03-31 42,980 $1,874,000 -6,325
   OPPENHEIMER & CO INC 541 - 2024-03-31 41,685 $1,817,000 -17,414
   BEACON FINANCIAL GROUP 114 - 2024-03-31 41,484 $1,809,000 -17,299
   Global Retirement Partners LLC 261 - 2024-03-31 38,104 $1,661,000 -1,354
   Sawtooth Asset Management Inc. 341 - 2023-12-31 36,515 $1,629,000 -1,227
   Walkner Condon Financial Advisors LLC 74 - 2024-03-31 34,667 $1,511,000 -31,374
   Harvest Investment Services LLC 50 - 2024-03-31 32,513 $1,418,000 -78
   DFPG INVESTMENTS INC. 180 - 2023-12-31 31,382 $1,395,000 -26
   Signature Wealth Management Group 56 - 2024-03-31 31,465 $1,331,000 -48
   NBC SECURITIES INC. 178 - 2024-03-31 29,174 $1,272,000 -2,759
   Collaborative Wealth Managment Inc. 43 - 2024-03-31 27,160 $1,184,000 -1,321
   DEFINED WEALTH MANAGEMENT LLC 34 - 2024-03-31 26,268 $1,145,000 -25
   PFG Advisors 266 - 2024-03-31 25,706 $1,121,000 -3,430
   OneAscent Financial Services LLC 113 - 2024-03-31 25,559 $1,114,000 -5,266
   COTTONWOOD CAPITAL ADVISORS LLC 31 - 2024-03-31 24,598 $1,041,000 -1,359
   Rockefeller Capital Management L.P. 1252 - 2024-03-31 23,011 $1,003,000 -186
   Old Port Advisors 93 - 2023-09-30 23,779 $1,000,000 -2,982
   COZAD ASSET MANAGEMENT INC 192 - 2024-03-31 21,873 $954,000 -952
   Laraway Financial Inc 37 - 2024-03-31 20,565 $897,000 -871
   Kowal Investment Group LLC 72 - 2024-03-31 20,128 $878,000 -1,091
   WEALTHSOURCE PARTNERS LLC 224 - 2023-12-31 19,540 $872,000 -235
   FLYNN ZITO CAPITAL MANAGEMENT LLC 36 - 2024-03-31 19,963 $870,000 -1,965
   CFG ASSET MANAGEMENT LLC 127 - 2024-03-31 18,845 $822,000 -270
   First PREMIER Bank 91 - 2024-03-31 17,710 $772,000 -15,750
   PRIVATE TRUST CO NA 285 - 2024-03-31 16,292 $710,000 -2,443
   Integrity Financial Corp /WA 49 - 2024-03-31 16,085 $701,000 -12,945
   KRAEMATON INVESTMENT ADVISORS INC 49 - 2024-03-31 14,291 $623,000 -3,732
   Capital Financial Planning LLC 36 - 2023-09-30 14,636 $616,000 -2,259
   CoreCap Advisors LLC 319 - 2023-12-31 13,499 $602,000 -61
   COLTON GROOME FINANCIAL ADVISORS LLC 63 - 2024-03-31 13,555 $591,000 -780
   HERON FINANCIAL GROUP LLC 71 - 2023-06-30 13,110 $579,000 -1,140
   CREATIVE PLANNING 1743 - 2024-03-31 13,215 $576,000 -944
   Sweet Financial Partners LLC 117 - 2024-03-31 12,984 $566,000 -408,548
   Modern Wealth Management LLC 177 - 2024-03-31 12,934 $552,000 -113
   WAYNE HUMMER INVESTMENTS L.L.C. 278 - 2024-03-31 11,833 $516,000 -28,728
   Savvy Advisors Inc. 94 - 2024-03-31 11,188 $488,000 -306
   EdgeRock Capital LLC 34 - 2024-03-31 10,991 $479,000 -230,955
   Bogart Wealth LLC 145 - 2024-03-31 10,896 $475,000 -4,256
   FOUNDERS FINANCIAL SECURITIES LLC 270 - 2024-03-31 10,809 $471,000 -224,307
   GOLDMAN SACHS GROUP INC/ 3969 - 2024-03-31 10,003 $436,000 -407,997
   Quad-Cities Investment Group LLC 96 - 2024-03-31 9,812 $428,000 -3,156
   Sontag Advisory LLC 461 - 2024-03-31 9,359 $408,000 -2,361
   Integrated Advisors Network LLC 514 - 2024-03-31 9,292 $405,000 -173
   Altus Wealth Group LLC 98 - 2024-03-31 9,021 $393,000 -19,408
   MONEYWISE INC. 46 - 2024-03-31 8,936 $390,000 -12,393
   J.W. COLE ADVISORS INC. 605 - 2024-03-31 8,849 $386,000 -180
  100 Records found
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