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Get Institutions for : 
First Trust Tcw Opportnistic Fixed Income (FIXD)  
$42.71 0.11 (0.26%) as of 4:30 Fri 5/10


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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  : 
0.12 (0.28%)  




 
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
   GOLDMAN SACHS GROUP INC/ 1618 *New 2023-12-31 418,000 $18,645,000 418,000
   CFO4Life L.P. 12 *New 2022-12-31 207,266 $9,103,000 207,266
   Frontier Asset Management LLC 42 *New 2023-12-31 18,278 $815,000 18,278
   L.M. KOHN & COMPANY 126 *New 2024-03-31 13,946 $608,000 13,946
   MILESTONE ASSET MANAGEMENT LLC 119 *New 2024-03-31 9,210 $402,000 9,210
   Van Hulzen Asset Management LLC 253 *New 2024-03-31 7,897 $344,000 7,897
   Inscription Capital LLC 142 *New 2024-03-31 6,337 $273,000 6,337
   Comprehensive Portfolio Management LLC 668 *New 2024-03-31 6,080 $265,000 6,080
   DAVENPORT & CO LLC 969 *New 2024-03-31 5,814 $253,000 5,814
   Buck Wealth Strategies LLC 75 *New 2024-03-31 5,413 $236,000 5,413
   SpiderRock Advisors LLC 515 *New 2024-03-31 5,214 $226,000 5,214
   KINGSWOOD WEALTH ADVISORS LLC 558 *New 2024-03-31 4,943 $216,000 4,943
   Ahrens Investment Partners LLC 250 *New 2023-03-31 1,802 $81,000 1,802
   PALISADE ASSET MANAGEMENT, LLC 250 *New 2024-03-31 1,675 $73,000 1,675
   Gilliland Jeter Wealth Management LLC 267 *New 2024-03-31 1,415 $62,000 1,415
   SIGNATUREFD, LLC 1568 *New 2024-03-31 1,116 $49,000 1,116
   MATHER GROUP, INC. 1323 *New 2024-03-31 144 $6,000 144
   Truvestments Capital LLC 604 *New 2023-12-31 101 $5,000 101
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 843 *New 2024-03-31 0 $0 0
  19 Records found
  1    
  Page 1 of 1
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