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Get Institutions for : 
First Trust Tcw Opportnistic Fixed Income (FIXD)  
$43.02 0.12 (0.28%) as of 4:30 Fri 5/17


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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  : 
0.43 (1.01%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 443 - 2024-03-31 11,428,509 $498,283,000 2,039,671
   LPL FINANCIAL CORP 98 - 2024-03-31 9,166,160 $399,645,000 1,005,225
   WELLS FARGO & CO/MN 219 - 2024-03-31 7,257,092 $316,409,000 987,970
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2 - 2024-03-31 6,767,926 $295,082,000 733,696
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 92 - 2024-03-31 3,249,921 $141,697,000 76,853
   Spire Wealth Management 10 - 2024-03-31 687,815 $121,719,000 9,972
   RAYMOND JAMES & ASSOCIATES 277 - 2024-03-31 2,073,452 $90,402,000 107,010
   Coppell Advisory Solutions Corp. 1 - 2024-03-31 1,428,264 $62,272,000 1,128,255
   Pine Valley Investments Ltd Liability Co 2 - 2024-03-31 1,290,503 $56,266,000 249,244
   LVZ Advisors Inc. 7 - 2024-03-31 1,261,715 $55,011,000 82,418
   CITADEL ADVISORS LLC 444 - 2024-03-31 1,245,168 $54,289,000 1,245,168
   BANK OF AMERICA CORP /DE/ 1249 - 2024-03-31 1,237,886 $53,972,000 -1,989,067
   Allen Capital Group LLC 2 - 2024-03-31 1,154,577 $50,340,000 80,665
   Kestra Advisory Services LLC 50 - 2024-03-31 1,141,143 $49,754,000 168,175
   Advisor Group Holdings Inc. 181 - 2024-03-31 1,124,307 $49,020,000 -984,993
   COMMONWEALTH EQUITY SERVICES LLC. 247 - 2024-03-31 1,031,134 $44,957,000 233,765
   STIFEL FINANCIAL CORP 328 - 2024-03-31 1,028,754 $44,854,000 132,268
   Private Advisor Group LLC 74 - 2024-03-31 945,279 $41,214,000 120,842
   PFS INVESTMENTS INC. 43 - 2023-06-30 894,569 $39,513,000 53,428
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 129 - 2024-03-31 876,390 $38,211,000 38,192
   HIGHTOWER ADVISORS, LLC 312 - 2024-03-31 874,762 $38,140,000 26,325
   JANE STREET GROUP LLC 300 - 2024-03-31 856,997 $37,365,000 856,997
   ROYAL BANK OF CANADA 828 - 2024-03-31 851,902 $37,142,000 13,182
   BANK OF NEW YORK MELLON CORP 1259 - 2024-03-31 782,316 $34,109,000 -166,008
   Ten Capital Wealth Advisors LLC 2 - 2023-06-30 750,109 $33,132,000 39,824
   BB&T CORP 317 - 2024-03-31 729,948 $31,826,000 -108,817
   Long Run Wealth Advisors LLC 2 - 2024-03-31 729,628 $31,812,000 34,360
   American Financial Advisors LLC 8 - 2024-03-31 697,429 $30,408,000 -9,698
   MULTIFINANCIAL SECURITIES CORP 96 - 2024-03-31 619,047 $26,990,000 315,862
   H D Vest Advisory Services 67 - 2024-03-31 576,992 $25,157,000 58,273
   JANNEY MONTGOMERY SCOTT LLC 278 - 2024-03-31 546,119 $23,811,000 199,608
   AXXCESS WEALTH MANAGEMENT LLC 29 - 2024-03-31 529,928 $23,105,000 91,123
   Cyndeo Wealth Partners LLC 5 - 2024-03-31 522,786 $22,793,000 10,572
   Cetera Investment Advisers 77 - 2024-03-31 513,317 $22,381,000 -328,175
   SEASCAPE CAPITAL MANAGEMENT 2 - 2024-03-31 498,877 $21,751,000 76,981
   Rehmann Capital Advisory Group 14 - 2024-03-31 484,251 $21,113,000 52,371
   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
   Drake & Associates LLC 4 - 2024-03-31 453,813 $19,786,000 28,661
   KESTRA PRIVATE WEALTH SERVICES LLC 43 - 2024-03-31 452,203 $19,716,000 46,809
   PROSPERA FINANCIAL SERVICES 26 - 2023-12-31 437,885 $19,532,000 70,578
   Capital Asset Advisory Services LLC 22 - 2024-03-31 450,656 $19,387,000 87,682
   OLD MISSION CAPITAL LLC 31 *New 2024-03-31 444,225 $19,368,000 444,225
   HOWARD FINANCIAL SERVICES LTD. 11 - 2024-03-31 413,109 $18,012,000 19,213
   Mach-1 Financial Group Inc. 1 - 2024-03-31 393,101 $17,139,000 26,748
   THRIVENT FINANCIAL FOR LUTHERANS 488 - 2024-03-31 391,737 $17,080,000 -57,861
   OConnor Financial Group LLC 2 - 2024-03-31 386,710 $16,861,000 17,081
   Baird Financial Group Inc. 361 - 2024-03-31 385,611 $16,813,000 55,904
   Larson Financial Group LLC 15 - 2024-03-31 384,848 $16,779,000 67,117
   Alpha Financial Advisors LLC 7 - 2024-03-31 382,838 $16,692,000 19,689
   ATRIA INVESTMENTS LLC 90 - 2023-12-31 356,240 $15,890,000 96,763
   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
   Goss Wealth Management LLC 158 - 2024-03-31 349,841 $15,253,000 163,852
   Visionary Wealth Advisors 19 - 2024-03-31 341,190 $14,876,000 9,996
   Intrua Financial LLC 3 - 2023-03-31 327,752 $14,805,000 46,020
   Sigma Planning Corp 33 - 2024-03-31 336,084 $14,653,000 224,238
   Ameritas Advisory Services LLC 33 - 2024-03-31 324,428 $14,099,000 221,218
   Dominguez Wealth Management Solutions Inc. 2 - 2024-03-31 313,828 $13,683,000 12,613
   TCP Asset Management LLC 11 - 2024-03-31 302,013 $13,168,000 73,431
   SNS Financial Group LLC 19 - 2024-03-31 299,812 $13,072,000 8,695
   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
   J P MORGAN CHASE & CO 1975 - 2024-03-31 265,952 $11,596,000 203,439
   Atria Wealth Solutions Inc. 169 - 2024-03-31 263,696 $11,497,000 -30,039
   Solano Wealth Management Inc. 8 - 2024-03-31 259,599 $11,318,000 6,871
   Twin Peaks Wealth Advisors LLC 1 - 2024-03-31 255,465 $11,138,000 63,791
   First Pacific Financial 11 - 2024-03-31 255,237 $11,128,000 -921
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 282 - 2024-03-31 255,203 $11,127,000 57,308
   GDS Wealth Management 39 - 2024-03-31 253,535 $11,054,000 140,385
   Steward Partners Investment Advisory LLC 179 - 2024-03-31 249,314 $10,870,000 110,971
   FSB PREMIER WEALTH MANAGEMENT INC. 2 - 2024-03-31 245,386 $10,699,000 2,626
   FIRST HEARTLAND CONSULTANTS INC 22 - 2024-03-31 236,100 $10,294,000 88,396
   Gladstone Institutional Advisory LLC 34 - 2024-03-31 235,186 $10,254,000 -2,735
   HARBOUR INVESTMENTS INC. 38 - 2023-12-31 223,639 $9,975,000 37,716
   Cornerstone Wealth Management LLC 24 - 2024-03-31 223,827 $9,759,000 -4,129
   CFO4Life L.P. 12 *New 2022-12-31 207,266 $9,103,000 207,266
   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
   Triumph Capital Management 3 - 2024-03-31 205,117 $8,869,000 43,407
   Andina Capital Management LLC 1 - 2024-03-31 203,361 $8,867,000 26,785
   Sanchez Wealth Management Group 16 - 2024-03-31 202,484 $8,828,000 -2,074
   LexAurum Advisors LLC 9 - 2024-03-31 200,950 $8,761,000 20,434
   BELLEVUE ASSET MANAGEMENT LLC 3 - 2024-03-31 197,341 $8,604,000 125,023
   Cedrus LLC 3 - 2024-03-31 196,271 $8,557,000 54,448
   Concurrent Investment Advisors LLC 66 - 2024-03-31 195,241 $8,512,000 1,943
   CFO4Life Group LLC 17 - 2024-03-31 191,298 $8,341,000 -18,512
   Opes Wealth Management LLC 16 - 2024-03-31 183,307 $7,992,000 12,582
   Mutual Advisors LLC 81 - 2024-03-31 178,074 $7,764,000 63,887
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 761 - 2024-03-31 174,405 $7,604,000 174,405
   SILVER OAK SECURITIES Inc 20 - 2024-03-31 173,921 $7,583,000 -673
   Madrona Financial Services LLC 10 - 2024-03-31 173,300 $7,556,000 40,307
   Virtue Capital Management LLC 15 - 2024-03-31 173,774 $7,418,000 83,924
   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
  100 Records found
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