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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
   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. 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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 247 - 2024-03-31 1,031,134 $44,957,000 233,765
   Kestra Advisory Services LLC 48 - 2023-12-31 972,968 $43,399,000 138,985
   Private Advisor Group LLC 74 - 2024-03-31 945,279 $41,214,000 120,842
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 129 - 2024-03-31 876,390 $38,211,000 38,192
   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
   ROYAL BANK OF CANADA 805 - 2023-12-31 838,720 $37,411,000 133,995
   Ten Capital Wealth Advisors LLC 2 - 2023-06-30 750,109 $33,132,000 39,824
   Long Run Wealth Advisors LLC 2 - 2024-03-31 729,628 $31,812,000 34,360
   JANNEY MONTGOMERY SCOTT LLC 278 - 2024-03-31 546,119 $23,811,000 199,608
   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
   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
   KESTRA PRIVATE WEALTH SERVICES LLC 43 - 2024-03-31 452,203 $19,716,000 46,809
   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
   Drake & Associates LLC 3 - 2023-12-31 425,152 $18,964,000 9,267
   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
   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
   Mach-1 Financial Group Inc. 1 - 2023-12-31 366,353 $16,341,000 142,188
   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
   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
   Baird Financial Group Inc. 377 - 2023-12-31 329,707 $14,707,000 202,792
   Sigma Planning Corp 33 - 2024-03-31 336,084 $14,653,000 224,238
   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
   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 19 - 2024-03-31 299,812 $13,072,000 8,695
   Twin Peaks Wealth Advisors LLC 1 - 2024-03-31 255,465 $11,138,000 63,791
   GDS Wealth Management 39 - 2024-03-31 253,535 $11,054,000 140,385
   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
   Snowden Capital Advisors LLC 56 - 2023-12-31 215,194 $9,599,000 1,047
   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
   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
   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
   Opes Wealth Management LLC 16 - 2024-03-31 183,307 $7,992,000 12,582
   SILVER OAK SECURITIES Inc 16 - 2023-12-31 174,594 $7,788,000 60,211
   Mutual Advisors LLC 81 - 2024-03-31 178,074 $7,764,000 63,887
   Madrona Financial Services LLC 10 - 2024-03-31 173,300 $7,556,000 40,307
   Orion Portfolio Solutions LLC 226 - 2023-12-31 165,543 $7,320,000 15,103
   Advisory Alpha LLC - 2023-12-31 159,908 $7,133,000 5,246
   Stratos Wealth Partners LTD. 186 - 2024-03-31 155,226 $6,768,000 4,178
   FIRST HEARTLAND CONSULTANTS INC 33 - 2023-12-31 147,704 $6,588,000 7,121
   NEWMAN DIGNAN & SHEERAR, INC. 13 - 2024-03-31 149,787 $6,531,000 12,829
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 31 - 2024-03-31 144,402 $6,296,000 7,082
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 492 - 2023-12-31 136,608 $6,093,000 25,938
   Capital Planning LLC 17 - 2024-03-31 138,782 $6,051,000 8,048
   Geneos Wealth Management Inc. 84 - 2024-03-31 138,272 $6,029,000 5,464
   Bennett Associates Wealth Management 5 - 2024-03-31 137,486 $5,994,000 8,196
   ALPHAMARK ADVISORS LLC 11 - 2024-03-31 136,631 $5,957,000 41,554
   Strategic Financial Concepts LLC 15 - 2024-03-31 130,767 $5,701,000 25,295
   Pinnacle Family Advisors LLC 7 - 2023-12-31 127,551 $5,689,000 4,509
   Landmark Wealth Management LLC 8 - 2024-03-31 127,970 $5,579,000 6,931
   GUARDIAN WEALTH ADVISORS LLC / NC 20 - 2023-12-31 120,804 $5,388,000 3,731
   Aptus Capital Advisors LLC 119 - 2023-12-31 120,804 $5,388,000 3,731
   MML INVESTORS SERVICES LLC 572 - 2023-12-31 118,168 $5,271,000 11,222
   Gateway Wealth Partners LLC 8 - 2023-12-31 116,518 $5,197,000 14,086
   Resources Investment Advisors Inc. 183 - 2023-12-31 115,118 $5,135,000 7,768
   WEST MICHIGAN ADVISORS LLC 9 - 2023-12-31 112,474 $5,017,000 22,153
   Dynamic Advisors Solutions LLC 170 - 2024-03-31 110,604 $4,822,000 10,466
   Fifth Third Securities Inc. 61 - 2024-03-31 102,671 $4,476,000 18,420
   NorthLanding Financial Partners LLC 6 - 2023-12-31 95,086 $4,241,000 3,406
   FTB Advisors Inc. 150 - 2024-03-31 97,003 $4,229,000 1,126
   Ausdal Financial Partners Inc. 45 - 2024-03-31 94,184 $4,106,000 6,724
   Virtue Capital Management LLC 19 - 2023-12-31 89,850 $3,961,000 40,701
   IHT Wealth Management LLC 121 - 2023-12-31 86,339 $3,851,000 59,859
   CENTAURUS FINANCIAL INC. 81 - 2023-12-31 85,448 $3,811,000 30,615
   Golden State Equity Partners 21 - 2023-12-31 83,728 $3,735,000 2,032
   Archer Investment Corp 14 - 2023-12-31 82,817 $3,694,000 995
   Csenge Advisory Group 99 - 2024-03-31 79,864 $3,482,000 11,133
   Patriot Financial Group Insurance Agency LLC 37 - 2024-03-31 77,105 $3,362,000 19,251
   COMERICA BANK 911 - 2023-12-31 73,689 $3,287,000 33
   RFG Advisory Group LLC 151 - 2024-03-31 71,912 $3,135,000 2,459
  100 Records found
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