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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
   HBW Advisory Services LLC 12 - 2024-03-31 155,340 $6,929,000 0
   Grant/GrossMendelsohn LLC 44 - 2024-03-31 26,710 $1,152,000 0
   TD CAPITAL MANAGEMENT LLC 49 - 2024-03-31 23,540 $1,050,000 0
   Quadcap Wealth Management LLC 199 - 2024-03-31 12,694 $553,000 0
   HTLF Bank 161 - 2024-03-31 8,673 $378,000 0
   DUBUQUE BANK & TRUST CO 157 - 2023-09-30 8,673 $365,000 0
   PINNACLE ASSOCIATES LTD 690 - 2024-03-31 7,230 $315,000 0
   Sunflower Bank N.A. 93 - 2024-03-31 6,850 $299,000 0
   Lion Street Advisors LLC 211 - 2024-03-31 5,545 $247,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 324 - 2022-12-31 2,843 $125,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 712 - 2023-12-31 2,779 $124,000 0
   EPG Wealth Management LLC 264 - 2023-12-31 2,314 $100,000 0
   Evergreen Private Wealth LLC 125 - 2024-03-31 807 $35,000 0
   Tanglewood Legacy Advisors LLC 218 - 2024-03-31 480 $21,000 0
   Capital Analysts Inc. 815 - 2023-12-31 375 $17,000 0
   WFA of San Diego LLC 266 - 2023-09-30 307 $13,000 0
   GRADIENT INVESTMENTS LLC 655 - 2024-03-31 193 $8,000 0
   SANDY SPRING BANK 882 - 2024-03-31 187 $8,000 0
   Beacon Capital Management LLC 683 - 2023-12-31 103 $4,000 0
   AdvisorNet Financial Inc 1498 - 2024-03-31 71 $3,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 843 *New 2024-03-31 0 $0 0
   Sachetta LLC 1109 - 2024-03-31 0 $0 0
  22 Records found
  1    
  Page 1 of 1
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