Skip to content
Disclosery

FIXD FIRST TR EXCHNG TRADED FD VI

Follow

TCW OPPORTUNIS (fund)

357 managers (360 13F filers) reported a position in FIXD shares at 2024-12-31, 86,067,035 shares in all. 25 filers opened a position and 25 filers sold out during the quarter.

Managers
357
13F filers
360
New
25
Added
132
Reduced
148
Sold out
25
Shares held by filers
86,067,035

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC24,950$1.07M0.54%+1,62513F-HRTimelineGroup
United Advisor Group, LLC24,947$1.07M0.21%-4,67913F-HRTimeline
Collaborative Wealth Managment Inc.24,762$1.06M0.48%-7613F-HRTimeline
Private Portfolio Partners LLC24,678$1.06M0.19%-1,10913F-HRTimeline
Grant/GrossMendelsohn, LLC23,485$1.01M0.53%013F-HRTimeline
NewSquare Capital LLC23,184$996K0.08%+1,08213F-HRTimeline
Strategic Blueprint, LLC22,904$984K0.06%-1,30813F-HRTimeline
American Institute for Advanced Investm…22,635$973K0.73%-13,82013F-HRTimeline
CONDOR CAPITAL MANAGEMENT22,457$965K0.09%013F-HRTimeline
Laraway Financial Advisors Inc21,952$943K0.73%+83713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,666$931K0.02%-1,57213F-HRTimelineGroup
Clear Creek Financial Management, LLC21,472$923K0.1%+13413F-HRTimeline
Signal Advisors Wealth, LLC20,694$889K0.1%+8913F-HRTimeline
EQ LLC20,248$870K0.41%+2,58713F-HRTimeline
TrueWealth Advisors, LLC19,953$857K0.29%-6,86113F-HRTimeline
Perigon Wealth Management, LLC19,562$841K0.02%+47013F-HRTimeline
COZAD ASSET MANAGEMENT INC19,347$831K0.08%-44313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …19,142$813K0.04%-6,41313F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC18,749$806K0.48%+30813F-HRTimeline
Comprehensive Financial Consultants Ins…18,274$785K0.29%+10613F-HRTimeline
Integrated Advisors Network LLC18,146$780K0.04%+1,15913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC17,748$763K0.41%+3,20613F-HRTimeline
GSG Advisors LLC17,722$762K0.24%+8813F-HRTimeline
First PREMIER Bank17,710$761K0.19%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC17,692$760K0.07%+2,92813F-HRTimeline
WMG Financial Advisors, LLC17,161$737K0.32%-67313F-HRTimeline
L.M. KOHN & COMPANY17,143$737K0.19%-1,29313F-HRTimeline
Icon Wealth Advisors, LLC16,565$712K0.06%+14,08213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,171$695K<0.01%+20613F-HRTimelineGroup
Pinnacle Bancorp, Inc.15,367$660K0.21%+6,95813F-HRTimeline
BlueChip Wealth Advisors LLC15,284$657K0.36%+4,87813F-HRTimeline
Tranquilli Financial Advisor LLC15,275$656K0.42%+1,23013F-HRTimeline
Consolidated Portfolio Review Corp14,547$625K0.1%+9413F-HRTimeline
PRIVATE TRUST CO NA14,521$624K0.06%+50913F-HRTimeline
Altus Wealth Group LLC14,045$604K0.27%+7,15913F-HRTimeline
Savvy Advisors, Inc.13,984$601K0.07%-1,55713F-HRTimeline
WEDBUSH SECURITIES INC13,921$598K0.02%-25,43913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC13,800$593K0.13%+1,45213F-HRTimeline
TOWNSQUARE CAPITAL LLC13,747$591K0.01%+6,12013F-HRTimeline
Kaydan Wealth Management, Inc.13,303$572K0.19%+5,86713F-HRTimeline
Richmond Investment Services, LLC13,216$568K0.32%13F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC13,154$565K0.41%-2,46213F-HRTimeline
Old Port Advisors13,009$559K0.16%-1,15813F-HRTimeline
ABLE Financial Group, LLC12,535$539K0.16%-33113F-HRTimeline
Lighthouse Wealth Management Inc.12,530$538K0.49%13F-HRTimeline
Entruity Wealth, LLC12,527$538K0.53%13F-HRTimeline
Modern Wealth Management, LLC12,474$536K0.02%-26313F-HR/ATimeline
Advisory Services Network, LLC12,321$529K0.01%-18,00213F-HRTimeline
Quadcap Wealth Management, LLC12,196$524K0.08%-11213F-HRTimeline
Capital Investment Advisory Services, L…11,976$515K0.05%+1,04713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC11,543$496K0.04%-59513F-HRTimeline
Patriot Financial Group Insurance Agenc…11,524$495K0.07%-69,30113F-HRTimeline
Medallion Wealth Advisors, LLC11,479$493K0.24%13F-HRTimeline
Moloney Securities Asset Management, LLC10,971$471K0.06%+89013F-HRTimeline
LVZ, Inc.10,891$468K0.06%-1,273,08013F-HRTimeline
Engineers Gate Manager LP10,834$466K0.01%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …10,756$462K0.04%new13F-HRTimelineGroup
Synergy Investment Management, LLC10,665$458K0.2%13F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC10,232$440K0.1%+2,63613F-HRTimeline
GeoWealth Management, LLC9,624$414K0.01%-58,74713F-HRTimeline
Core Wealth Partners LLC9,560$411K0.24%-56813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,538$410K0.03%new13F-HRTimeline
Clearstead Advisors, LLC9,511$409K0.01%-59,65813F-HRTimeline
Wealth Watch Advisors, INC9,456$406K0.25%13F-HRTimeline
Clarus Wealth Advisors9,369$397K0.2%-17413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,805$378K<0.01%+14513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS8,567$368K<0.01%-28713F-HRTimeline
Gibbs Wealth Management8,544$367K0.1%new13F-HRTimeline
KG Capital Management8,503$365K0.12%+94913F-HRTimeline
Keystone Financial Group8,213$353K0.03%+15213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,034$345K0.01%-2,62913F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC8,026$345K0.04%+2,11813F-HRTimeline
NOVEM GROUP7,964$342K0.05%13F-HRTimeline
Van Hulzen Asset Management, LLC7,897$339K0.02%013F-HRTimeline
Focus Financial Network, Inc.7,761$334K0.01%+7013F-HRTimeline
EdgeRock Capital LLC7,726$332K0.22%-3,31413F-HRTimeline
Solano Wealth Investment Advisors LLC7,699$331K0.2%13F-HRTimeline
Quad-Cities Investment Group, LLC7,376$317K0.16%-80613F-HRTimeline
LEIGH BALDWIN & CO., LLC7,274$313K0.26%13F-HR/ATimeline
PINNACLE ASSOCIATES LTD7,230$311K<0.01%013F-HRTimeline
Beacon Financial Advisory LLC7,022$302K0.1%013F-HRTimeline
ShoreHaven Wealth Partners, LLC6,909$297K0.14%+20213F-HRTimeline
Sunflower Bank, N.A.6,850$294K0.08%013F-HRTimeline
Bison Wealth, LLC6,774$291K0.04%13F-HRTimeline
Rossby Financial, LCC6,772$291K0.18%13F-HRTimeline
TWO SIGMA SECURITIES, LLC6,732$289K0.05%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC6,641$285K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,436$277K0.02%new13F-HRTimeline
New Century Financial Group, LLC6,376$274K0.12%-1,47413F-HRTimeline
Allworth Financial LP6,281$269K<0.01%-813F-HRTimeline
Cooper Financial Group6,252$269K0.03%+16213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,184$266K0.02%-1,77813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,172$265K<0.01%-57,02413F-HRTimelineGroup
Creative Planningin group Creative Planning6,068$261K<0.01%-2,43113F-HRTimelineGroup
Arkadios Wealth Advisors6,034$259K0.01%-37113F-HRTimeline
Strategic Financial Concepts, LLC5,969$256K0.05%new13F-HR/ATimeline
CHIRON CAPITAL MANAGEMENT, LLC5,770$248K0.23%+20013F-HRTimeline
BlackDiamond Wealth Management, LLC5,614$241K0.14%-41513F-HRTimeline
DAVENPORT & Co LLC5,520$237K<0.01%-29413F-HRTimeline
J.W. COLE ADVISORS, INC.5,198$223K0.01%+55513F-HRTimeline
Lion Street Advisors, LLC5,187$223K0.07%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,183$223K<0.01%new13F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC5,091$219K0.01%+4613F-HR/ATimeline
Stablepoint Partners, LLC5,034$216K0.04%-39013F-HRTimeline
Genesee Capital Advisors, LLC4,946$213K0.1%+4313F-HRTimeline
Berger Financial Group, Inc4,792$206K0.01%013F-HRTimeline
Ethos Financial Group, LLC4,742$204K0.03%-14,99113F-HRTimeline
Oregon Pacific Wealth Management, LLC4,671$201K0.2%13F-HRTimeline
TD Capital Management LLC4,335$186K0.02%-99913F-HRTimeline
Integrity Financial Corp /WA3,478$149K0.09%-12313F-HRTimeline
SBI Securities Co., Ltd.3,001$129K<0.01%13F-HRTimeline
Bogart Wealth, LLC2,811$121K0.01%-2813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,417$104K<0.01%-63613F-HRTimelineGroup
Wagner Wealth Management, LLC2,316$99.5K0.03%+8713F-HRTimeline
Raleigh Capital Management Inc.2,305$99K0.04%-2,12113F-HRTimeline
SIGNATUREFD, LLC1,500$64.5K<0.01%013F-HRTimeline
EPG Wealth Management LLC1,500$64.5K0.02%013F-HRTimeline
Richard W. Paul & Associates, LLC1,275$54.8K0.02%013F-HRTimeline
MAI Capital Management1,188$51K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.1,027$44.1K0.04%13F-HRTimeline
WINTRUST INVESTMENTS LLC1,011$43K0.04%-14113F-HRTimeline
GPS Wealth Strategies Group, LLC950$40.8K0.01%-65013F-HRTimeline
Avior Wealth Management, LLC900$38.7K<0.01%013F-HRTimeline
Evergreen Private Wealth LLC807$34.7K0.02%013F-HRTimeline
Beacon Capital Management, LLC660$28.3K<0.01%-65613F-HRTimeline
FLP Wealth Management, LLC646$27.8K0.07%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC490$21.1K0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC480$20.6K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.441$19K0.01%13F-HRTimeline
Avion Wealth410$17K<0.01%+113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…325$14K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.323$13.9K0.01%13F-HRTimeline
Tidemark, LLC302$13K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…289$12.4K<0.01%-1,54213F-HRTimelineGroup
PSI Advisors, LLC283$12.2K<0.01%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.209$9.01K0.01%new13F-HRTimeline
Park Square Financial Group, LLC193$8.29K0.01%13F-HRTimeline
Sugarloaf Wealth Management, LLC183$7.87K<0.01%+213F-HRTimeline
AdvisorNet Financial, Inc162$6.96K<0.01%+9113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.114$5K<0.01%-8713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hilltop National Bank96$4.12K<0.01%013F-HRTimeline
Transce3nd, LLC95$4.08K<0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC75$3.22K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…69$2.96K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB44$1.89K<0.01%new13F-HRTimeline
OARSMAN CAPITAL, INC.42$1.8K<0.01%-17313F-HRTimeline
Bernard Wealth Management Corp.32$1.38K<0.01%13F-HR/ATimeline
Nova Wealth Management, Inc.30$1.29K<0.01%13F-HRTimeline
Sandy Spring Bank29$1.25K<0.01%-15813F-HRTimeline
LANARK FINANCIAL, INC.28$1.24K0.11%-28,84013F-HRTimeline
Brooklyn Investment Group27$1.12K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC15$645<0.01%13F-HRTimeline
WR Wealth Planners, LLC7$301<0.01%013F-HRTimeline
REAP Financial Group, LLC6$255<0.01%-3013F-HRTimeline
FMR LLCin group FMR LLC3$129<0.01%-413F-HRTimelineGroup
Crews Bank & Trust3$129<0.01%13F-HRTimeline
Sound Income Strategies, LLC1$23<0.01%013F-HRTimeline