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Disclosery

FIXD FIRST TR EXCHNG TRADED FD VI

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TCW OPPORTUNIS (fund)

335 managers (337 13F filers) reported a position in FIXD shares at 2025-03-31, 70,556,928 shares in all. 19 filers opened a position and 36 filers sold out during the quarter.

Managers
335
13F filers
337
New
19
Added
91
Reduced
199
Sold out
36
Shares held by filers
70,556,928

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
First PREMIER Bank17,710$777K0.2%013F-HRTimeline
GSG Advisors LLC17,801$773K0.25%+7913F-HRTimeline
L.M. KOHN & COMPANY17,242$756K0.2%+9913F-HRTimeline
COZAD ASSET MANAGEMENT INC16,832$738K0.07%-2,51513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC16,471$719K0.06%-1,22113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …16,328$715K0.04%-2,81413F-HRTimelineGroup
WMG Financial Advisors, LLC16,289$714K0.3%-87213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,260$713K<0.01%+8913F-HRTimelineGroup
GPS Wealth Strategies Group, LLC16,158$708K0.1%+15,20813F-HRTimeline
Integrated Advisors Network LLC15,491$679K0.03%-2,65513F-HRTimeline
Pinnacle Bancorp, Inc.15,353$673K0.22%-1413F-HRTimeline
CoreCap Advisors, LLC14,945$655K0.03%-156,42413F-HRTimeline
Perigon Wealth Management, LLC14,933$655K0.02%-4,62913F-HRTimeline
Lunt Capital Management, Inc.14,711$645K0.23%-21,56913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC14,536$637K0.32%-3,21213F-HRTimeline
LANARK FINANCIAL, INC.14,285$626K0.05%+14,25713F-HRTimeline
PRIVATE TRUST CO NA14,159$621K0.06%-36213F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC13,982$613K0.31%-10,96813F-HRTimelineGroup
Altus Wealth Group LLC13,814$606K0.28%-23113F-HRTimeline
Entruity Wealth, LLC13,736$602K0.57%+1,20913F-HRTimeline
Savvy Advisors, Inc.13,292$583K0.06%-69213F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC13,240$580K0.43%+8613F-HRTimeline
Richmond Investment Services, LLC13,218$579K0.31%+213F-HRTimeline
BlueChip Wealth Advisors LLC13,165$577K0.28%-2,11913F-HRTimeline
Modern Wealth Management, LLC12,327$540K0.02%-14713F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,024$527K0.01%-9,64213F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC11,699$513K0.01%-2,04813F-HRTimeline
Capital Investment Advisory Services, L…11,547$506K0.05%-42913F-HRTimeline
WEDBUSH SECURITIES INC11,254$493K0.02%-2,66713F-HRTimeline
Lighthouse Wealth Management Inc.11,109$487K0.45%-1,42113F-HRTimeline
First Heartland Consultants, Inc.10,991$482K0.05%-31,26313F-HRTimeline
Quadcap Wealth Management, LLC10,820$474K0.07%-1,37613F-HRTimeline
Kaydan Wealth Management, Inc.10,768$472K0.15%-2,53513F-HRTimeline
Advisory Services Network, LLC10,746$471K0.01%-1,57513F-HRTimeline
Medallion Wealth Advisors, LLC10,635$467K0.21%-84413F-HRTimeline
Madrona Financial Services, LLC10,499$460K0.13%-69,87113F-HRTimeline
Old Port Advisors9,666$424K0.13%-3,34313F-HRTimeline
KG Capital Management9,603$421K0.14%+1,10013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,383$411K<0.01%-45,06313F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…9,169$402K0.05%-2,35513F-HRTimeline
NOVEM GROUP8,842$388K0.05%+87813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,813$386K<0.01%+813F-HRTimelineGroup
Inscription Capital, LLC8,674$378K0.06%13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …8,385$368K0.02%-2,37113F-HRTimelineGroup
TrueWealth Advisors, LLC8,257$362K0.12%-11,69613F-HRTimeline
Strategic Blueprint, LLC8,187$359K0.02%-14,71713F-HRTimeline
Van Hulzen Asset Management, LLC7,897$346K0.03%013F-HRTimeline
Focus Financial Network, Inc.7,893$346K0.01%+13213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,034$345K0.01%013F-HRTimelineGroup
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC7,813$343K0.09%-2,41913F-HR/ATimeline
Rossby Financial, LCC7,832$341K0.15%+1,06013F-HRTimeline
ABLE Financial Group, LLC7,302$320K0.09%-5,23313F-HRTimeline
Regal Investment Advisors LLC7,230$317K0.03%new13F-HRTimeline
Solano Wealth Investment Advisors LLC7,116$312K0.19%-58313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC7,111$312K0.1%-91513F-HRTimeline
J.W. COLE ADVISORS, INC.7,086$311K0.01%+1,88813F-HRTimeline
Keystone Financial Group7,061$310K0.03%-1,15213F-HRTimeline
Mach-1 Financial Group, LLC7,008$307K0.09%-19,27013F-HRTimeline
Quad-Cities Investment Group, LLC6,892$302K0.15%-48413F-HRTimeline
Sunflower Bank, N.A.6,850$300K0.08%013F-HRTimeline
Gibbs Wealth Management6,799$298K0.07%-1,74513F-HRTimeline
EdgeRock Capital LLC6,580$289K0.21%-1,14613F-HRTimeline
PINNACLE ASSOCIATES LTD6,555$287K<0.01%-67513F-HRTimeline
Bison Wealth, LLC6,413$281K0.03%-36113F-HRTimeline
LEIGH BALDWIN & CO., LLC6,381$280K0.23%-89313F-HRTimeline
Cooper Financial Group6,318$277K0.04%+6613F-HRTimeline
GeoWealth Management, LLC6,250$274K0.01%-3,37413F-HRTimeline
Allworth Financial LP6,295$273K<0.01%+1413F-HRTimeline
Strategic Financial Concepts, LLC6,189$271K0.05%+22013F-HRTimeline
DAVENPORT & Co LLC5,978$262K<0.01%+45813F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC5,770$253K0.23%013F-HRTimeline
Beacon Financial Advisory LLC5,700$250K0.08%-1,32213F-HRTimeline
ShoreHaven Wealth Partners, LLC5,492$241K0.12%-1,41713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,482$240K0.02%-6,06113F-HRTimeline
BlackDiamond Wealth Management, LLC5,519$239K0.16%-9513F-HRTimeline
Engineers Gate Manager LP5,361$235K<0.01%-5,47313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,336$234K0.02%-1,10013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,263$231K0.02%-4,27513F-HR/ATimeline
Wealth Watch Advisors, INC5,198$228K0.19%-4,25813F-HRTimeline
Lion Street Advisors, LLC5,187$227K0.07%013F-HRTimeline
HRT FINANCIAL LP5,075$222K<0.01%new13F-HRTimeline
Genesee Capital Advisors, LLC4,991$219K0.11%+4513F-HRTimeline
Arkadios Wealth Advisors4,988$219K0.01%-1,04613F-HRTimeline
Stablepoint Partners, LLC4,966$218K0.04%-6813F-HRTimeline
Synergy Investment Management, LLC4,964$218K0.09%-5,70113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,936$216K0.01%-1,24813F-HRTimelineGroup
Consolidated Portfolio Review Corp4,854$213K0.03%-9,69313F-HRTimeline
American Institute for Advanced Investm…4,735$208K0.16%-17,90013F-HRTimeline
Signal Advisors Wealth, LLC4,722$207K0.02%-15,97213F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,675$205K0.01%new13F-HRTimeline
Ethos Financial Group, LLC4,742$204K0.02%013F-HRTimeline
TD Capital Management LLC4,382$192K0.02%+4713F-HRTimeline
First Pacific Financial4,018$176K0.04%-202,21213F-HRTimeline
Bogart Wealth, LLC3,170$139K0.01%+35913F-HRTimeline
SBI Securities Co., Ltd.3,001$132K<0.01%013F-HRTimeline
Integrity Financial Corp /WA2,673$117K0.07%-80513F-HRTimeline
Wagner Wealth Management, LLC2,327$102K0.03%+1113F-HRTimeline
SIGNATUREFD, LLC2,000$87.7K<0.01%+50013F-HRTimeline
Clearstead Advisors, LLC1,860$81.6K<0.01%-7,65113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,722$75.5K<0.01%-69513F-HRTimelineGroup
Raleigh Capital Management Inc.1,657$72.7K0.03%-64813F-HRTimeline
EPG Wealth Management LLC1,500$65.8K0.02%013F-HRTimeline
Richard W. Paul & Associates, LLC1,275$55.9K0.02%013F-HRTimeline
MAI Capital Management1,188$52.1K<0.01%013F-HRTimeline
Evergreen Private Wealth LLC807$35.4K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.630$27.6K0.03%-39713F-HRTimeline
Beacon Capital Management, LLC563$24.7K<0.01%-9713F-HRTimeline
Qube Research & Technologies Ltd541$23.7K<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC480$21K0.01%013F-HRTimeline
AdvisorNet Financial, Inc458$20.1K<0.01%+29613F-HRTimeline
AMERIFLEX GROUP, INC.441$19.3K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP403$17.6K<0.01%new13F-HR/ATimelineGroup
Avion Wealth410$17K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC381$16.7K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…325$14.2K<0.01%013F-HRTimeline
Tidemark, LLC302$13.2K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…287$12.6K<0.01%-213F-HRTimelineGroup
Horizon Investments, LLC253$11.1K<0.01%-208,70913F-HRTimeline
AMERICAN NATIONAL BANK & TRUST198$8.68K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC193$8.46K0.01%013F-HRTimeline
Transce3nd, LLC164$7.19K<0.01%+6913F-HRTimeline
IMG Wealth Management, Inc.143$6.28K0.01%-18013F-HRTimeline
Founders Financial Alliance, LLC139$6.09K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.114$5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GKV Capital Management Co., Inc.73$3.2K<0.01%new13F-HR/ATimeline
Bernard Wealth Management Corp.33$1.43K<0.01%+113F-HRTimeline
Nova Wealth Management, Inc.30$1.31K<0.01%013F-HR/ATimeline
Kiker Wealth Management, LLC20$877<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC12$5260.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10$438<0.01%new13F-HRTimelineGroup
Brooklyn Investment Group4$134<0.01%-2313F-HRTimeline
FMR LLCin group FMR LLC2$88<0.01%-113F-HRTimelineGroup
WOLFF WIESE MAGANA LLC1$44<0.01%new13F-HRTimeline
Sound Income Strategies, LLC1$24<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-45,09213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.