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Get Institutions for : 
First Trust Tcw Opportnistic Fixed Income (FIXD)  
$42.14 0.13 (0.31%) as of 4:30 Fri 4/26


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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  : 
0.45 (1.06%)  




 
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 464 - 2023-12-31 9,388,838 $418,789,000 -258,246
   LPL FINANCIAL CORP 99 - 2023-12-31 8,160,935 $364,018,000 856,338
   WELLS FARGO & CO/MN 225 - 2023-12-31 6,269,122 $279,634,000 1,314,185
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2 - 2023-12-31 6,034,230 $269,157,000 176,913
   ENVESTNET ASSET MANAGEMENT INC 234 - 2023-12-31 4,426,988 $197,466,000 90,739
   UBS Group AG 280 - 2023-12-31 3,712,016 $165,574,000 61,475
   BANK OF AMERICA CORP /DE/ 682 - 2023-12-31 3,226,953 $143,938,000 1,987,952
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 88 - 2023-12-31 3,173,068 $141,535,000 -9,506
   Advisor Group Holdings Inc. 125 - 2023-12-31 2,109,300 $94,097,000 -523,069
   RAYMOND JAMES & ASSOCIATES 253 - 2023-12-31 1,966,442 $87,713,000 -150,808
   LVZ Advisors Inc. 7 - 2024-03-31 1,261,715 $55,011,000 82,418
   Allen Capital Group LLC 2 - 2024-03-31 1,154,577 $50,340,000 80,665
   Pine Valley Investments Ltd Liability Co 3 - 2023-12-31 1,041,259 $46,445,000 101,658
   Kestra Advisory Services LLC 48 - 2023-12-31 972,968 $43,399,000 138,985
   BANK OF NEW YORK MELLON CORP 1148 - 2023-12-31 948,324 $42,300,000 -467,131
   STIFEL FINANCIAL CORP 329 - 2023-12-31 896,486 $39,988,000 42,343
   PFS INVESTMENTS INC. 43 - 2023-06-30 894,569 $39,513,000 53,428
   AE Wealth Management LLC 110 - 2023-12-31 868,866 $38,117,000 223,145
   HIGHTOWER ADVISORS, LLC 301 - 2023-12-31 848,437 $37,847,000 798,353
   Cetera Investment Advisers 59 - 2023-12-31 841,492 $37,535,000 -56,271
   BB&T CORP 276 - 2023-12-31 838,765 $37,413,000 -1,541
   ROYAL BANK OF CANADA 805 - 2023-12-31 838,720 $37,411,000 133,995
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 117 - 2023-12-31 838,198 $37,388,000 107,502
   Private Advisor Group LLC 78 - 2023-12-31 824,437 $36,774,000 -202,873
   COMMONWEALTH EQUITY SERVICES LLC. 288 - 2023-12-31 797,369 $35,567,000 -131,323
   Ten Capital Wealth Advisors LLC 2 - 2023-06-30 750,109 $33,132,000 39,824
   American Financial Advisors LLC 6 - 2023-12-31 707,127 $31,541,000 -14,026
   Long Run Wealth Advisors LLC 2 - 2023-12-31 695,268 $31,012,000 12,792
   Spire Wealth Management 14 - 2023-12-31 677,843 $29,820,000 -29,795
   HORIZON INVESTMENTS, LLC/SC 23 - 2023-12-31 525,091 $23,335,000 -565,889
   H D Vest Advisory Services 64 - 2023-12-31 518,719 $23,137,000 154,183
   Cyndeo Wealth Partners LLC 5 - 2024-03-31 522,786 $22,793,000 10,572
   FINANCIAL NETWORK 166 - 2023-12-31 490,355 $21,872,000 -29,710
   Coppell Advisory Solutions LLC 2 - 2023-12-31 458,031 $20,430,000 -259,233
   THRIVENT FINANCIAL FOR LUTHERANS 429 - 2023-12-31 449,598 $20,054,000 -864
   AXXCESS WEALTH MANAGEMENT LLC 33 - 2023-12-31 438,805 $19,573,000 11,847
   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
   Rehmann Capital Advisory Group 13 - 2023-12-31 431,880 $19,264,000 65,123
   Drake & Associates LLC 3 - 2023-12-31 425,152 $18,964,000 9,267
   SEASCAPE CAPITAL MANAGEMENT 1 - 2023-12-31 421,896 $18,819,000 -7,935
   Sweet Financial Partners LLC 4 - 2023-12-31 421,532 $18,802,000 -69,449
   GOLDMAN SACHS GROUP INC/ 1618 *New 2023-12-31 418,000 $18,645,000 418,000
   KESTRA PRIVATE WEALTH SERVICES LLC 41 - 2023-12-31 405,394 $18,083,000 -1,780
   FDX ADVISORS, INC. 9 - 2023-12-31 404,366 $18,037,000 -65,230
   HOWARD FINANCIAL SERVICES LTD. 11 - 2024-03-31 413,109 $18,012,000 19,213
   OConnor Financial Group LLC 2 - 2024-03-31 386,710 $16,861,000 17,081
   Mach-1 Financial Group Inc. 1 - 2023-12-31 366,353 $16,341,000 142,188
   Alpha Financial Advisors LLC 6 - 2023-12-31 363,149 $16,198,000 -237
   ATRIA INVESTMENTS LLC 90 - 2023-12-31 356,240 $15,890,000 96,763
   Commonwealth Financial Services LLC 6 - 2023-12-31 352,713 $15,733,000 122,449
   JANNEY MONTGOMERY SCOTT LLC 366 - 2023-12-31 346,511 $15,456,000 -57,773
   Financial Advocates Investment Management 12 - 2023-12-31 339,411 $15,094,000 29,472
   Intrua Financial LLC 3 - 2023-03-31 327,752 $14,805,000 46,020
   Visionary Wealth Advisors 17 - 2023-12-31 331,194 $14,773,000 107,974
   Envestnet Portfolio Solutions Inc. 158 - 2023-12-31 330,439 $14,739,000 -30,853
   Baird Financial Group Inc. 377 - 2023-12-31 329,707 $14,707,000 202,792
   Larson Financial Group LLC 22 - 2023-12-31 317,731 $14,172,000 74,254
   Dominguez Wealth Management Solutions Inc. 2 - 2024-03-31 313,828 $13,683,000 12,613
   MULTIFINANCIAL SECURITIES CORP 116 - 2023-12-31 303,185 $13,524,000 88,729
   Coppell Advisory Solutions Corp. 2 - 2023-03-31 300,009 $13,464,000 -417,255
   TCP Asset Management LLC 11 - 2024-03-31 302,013 $13,168,000 73,431
   Atria Wealth Solutions Inc. 134 - 2023-12-31 293,735 $13,102,000 41,719
   SNS Financial Group LLC - 2023-12-31 291,117 $12,985,000 4,444
   FIRST TRUST ADVISORS LP 916 - 2023-12-31 289,386 $12,908,000 -1,291
   First Pacific Financial 7 *New 2023-12-31 256,158 $11,426,000 256,158
   Solano Wealth Management Inc. 7 - 2023-12-31 252,728 $11,273,000 -1,158
   FSB PREMIER WEALTH MANAGEMENT INC. 2 - 2023-12-31 242,760 $10,828,000 -2,726
   EdgeRock Capital LLC 3 - 2023-12-31 241,946 $10,687,000 241,946
   Gladstone Institutional Advisory LLC 33 - 2023-12-31 237,921 $10,612,000 9,732
   We Are One Seven LLC 28 - 2023-12-31 236,754 $10,560,000 230,719
   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
   Snowden Capital Advisors LLC 56 - 2023-12-31 215,194 $9,599,000 1,047
   Harwood Advisory Group LLC 12 - 2023-12-31 211,913 $9,452,000 -13,727
   CFO4Life Group LLC - 2023-12-31 209,810 $9,359,000 -7,828
   Sanchez Wealth Management Group 13 - 2023-12-31 204,558 $9,124,000 -156,612
   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
   Andina Capital Management LLC 1 - 2024-03-31 203,361 $8,867,000 26,785
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 286 - 2023-12-31 197,895 $8,827,000 72,901
   LexAurum Advisors LLC 9 - 2024-03-31 200,950 $8,761,000 20,434
   Concurrent Investment Advisors LLC 60 - 2023-12-31 193,298 $8,622,000 0
   Cedrus LLC 3 - 2024-03-31 196,271 $8,557,000 54,448
   Twin Peaks Wealth Advisors LLC 3 - 2023-12-31 191,674 $8,550,000 0
   INTL FCSTONE INC. 19 - 2023-12-31 191,041 $8,530,000 29,834
   Goss Wealth Management LLC 236 - 2023-12-31 185,989 $8,243,000 -18,404
   SILVER OAK SECURITIES Inc 16 - 2023-12-31 174,594 $7,788,000 60,211
   Opes Wealth Management LLC 14 - 2023-12-31 170,725 $7,615,000 7,770
   Madrona Financial Services LLC 10 - 2024-03-31 173,300 $7,556,000 40,307
   ICA Group Wealth Management LLC 11 - 2023-12-31 168,752 $7,527,000 -25,920
   Orion Portfolio Solutions LLC 226 - 2023-12-31 165,543 $7,320,000 15,103
   IFP Advisors Inc 64 - 2023-12-31 163,191 $7,279,000 -52,459
   Triumph Capital Management 5 - 2023-12-31 161,710 $7,213,000 21,745
   Advisory Alpha LLC - 2023-12-31 159,908 $7,133,000 5,246
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 576 - 2024-03-31 159,323 $6,946,000 -76,971
   HBW Advisory Services LLC 12 - 2024-03-31 155,340 $6,929,000 0
   Stratos Wealth Partners LTD. 186 - 2024-03-31 155,226 $6,768,000 4,178
   ERn Financial LLC 25 - 2024-03-31 152,157 $6,634,000 -6,869
   FIRST HEARTLAND CONSULTANTS INC 33 - 2023-12-31 147,704 $6,588,000 7,121
  100 Records found
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