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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
   FAMILY MANAGEMENT CORP 179 *Closed 2024-03-31 0 $0 -4,556
   STEPHENS INC /AR/ 1269 *Closed 2024-03-31 0 $0 -16,699
   Chicago Partners Investment Group LLC 738 *Closed 2024-03-31 0 $0 -5,059
   Financial Designs Corp 19 *Closed 2024-03-31 0 $0 -142,486
   Team Financial Group LLC 46 *Closed 2024-03-31 0 $0 -272
   Concorde Asset Management LLC 145 *Closed 2024-03-31 0 $0 -38,152
   Eldridge Investment Advisors Inc. 147 *Closed 2024-03-31 0 $0 -104,080
   GREAT VALLEY ADVISOR GROUP INC. 768 *Closed 2024-03-31 0 $0 -6,083
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -404,366
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 790 *Closed 2024-03-31 0 $0 -457
   ROI Financial Advisors LLC 64 *Closed 2024-03-31 0 $0 -5,574
   Independence Bank of Kentucky 535 *Closed 2024-03-31 0 $0 -83
   SIMPLEX TRADING LLC 2892 *Closed 2024-03-31 0 $0 -100
   Worth Financial Advisory Group LLC 140 *Closed 2024-03-31 0 $0 -22,249
   CYPRESS CAPITAL GROUP 306 *Closed 2024-03-31 0 $0 -5,055
   HB Wealth Management LLC 858 *Closed 2024-03-31 0 $0 -12,409
   Legacy Capital Wealth Partners LLC 268 *Closed 2024-03-31 0 $0 -5,381
   Stegent Equity Advisors Inc. 84 *Closed 2024-03-31 0 $0 -39,181
   Peterson Financial Group Inc. 136 *Closed 2024-03-31 0 $0 -5,299
   ODell Group LLC 506 *Closed 2024-03-31 0 $0 -2,884
   Peterson Wealth Advisors LLC 69 *Closed 2024-03-31 0 $0 -7,156
   Meridian Wealth Management LLC 565 *Closed 2024-03-31 0 $0 -4,792
   KARLINSKI ANDREW C 162 *Closed 2022-12-31 0 $0 -1,193
   Sowell Financial Services LLC 579 *Closed 2024-03-31 0 $0 -11,890
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 1354 *Closed 2024-03-31 0 $0 -2,779
   Truvestments Capital LLC 830 *Closed 2024-03-31 0 $0 -101
  26 Records found
  1    
  Page 1 of 1
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