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Disclosery

FIXD FIRST TR EXCHNG TRADED FD VI

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TCW OPPORTUNIS (fund)

313 managers (315 13F filers) reported a position in FIXD shares at 2025-06-30, 58,439,706 shares in all. 11 filers opened a position and 35 filers sold out during the quarter.

Managers
313
13F filers
315
New
11
Added
97
Reduced
175
Sold out
35
Shares held by filers
58,439,706

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
WMG Financial Advisors, LLC13,812$606K0.22%-2,47713F-HRTimeline
Advisory Services Network, LLC13,818$602K0.01%+3,07213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC13,611$597K0.23%-92513F-HRTimeline
Altus Wealth Group LLC13,582$596K0.26%-23213F-HRTimeline
BlueChip Wealth Advisors LLC13,165$578K0.26%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC12,856$564K0.38%-38413F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC12,647$555K0.25%-1,33513F-HRTimelineGroup
Modern Wealth Management, LLC12,404$544K0.01%+7713F-HR/ATimeline
Savvy Advisors, Inc.12,067$530K0.04%-1,22513F-HRTimeline
PRIVATE TRUST CO NA11,898$522K0.05%-2,26113F-HRTimeline
Capital Investment Advisory Services, L…11,799$518K0.04%+25213F-HRTimeline
VICUS CAPITAL11,343$498K0.04%-27,27413F-HRTimeline
KG Capital Management10,836$476K0.14%+1,23313F-HRTimeline
Quadcap Wealth Management, LLC10,820$475K0.06%013F-HRTimeline
WEDBUSH SECURITIES INC10,707$470K0.02%-54713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,779$429K<0.01%+8,05713F-HRTimelineGroup
Lighthouse Wealth Management Inc.9,547$419K0.36%-1,56213F-HRTimeline
NOVEM GROUP9,527$418K0.05%+68513F-HRTimeline
Composition Wealth, LLC9,461$415K0.01%-57,24013F-HRTimeline
Focus Financial Network, Inc.9,408$413K0.02%+1,51513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,219$405K0.01%-2,80513F-HRTimelineGroup
First Heartland Consultants, Inc.9,004$395K0.04%-1,98713F-HRTimeline
HRT FINANCIAL LP8,976$393K<0.01%+3,90113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC8,808$387K0.12%+1,69713F-HRTimeline
Global Retirement Partners, LLC8,788$386K0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,759$384K0.01%+72513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC8,701$382K<0.01%-11213F-HRTimelineGroup
DAVENPORT & Co LLC8,660$380K<0.01%+2,68213F-HRTimeline
Old Port Advisors8,517$374K0.1%-1,14913F-HRTimeline
Patriot Financial Group Insurance Agenc…8,271$363K0.04%-89813F-HRTimeline
Medallion Wealth Advisors, LLC8,055$354K0.14%-2,58013F-HRTimeline
Van Hulzen Asset Management, LLC7,897$347K0.03%013F-HRTimeline
Rossby Financial, LCC7,815$343K0.13%-1713F-HRTimeline
TrueWealth Advisors, LLC7,784$342K0.1%-47313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …7,666$336K0.02%-71913F-HRTimelineGroup
Regal Investment Advisors LLC7,489$329K0.02%+25913F-HRTimeline
J.W. COLE ADVISORS, INC.7,474$328K0.01%+38813F-HRTimeline
ABLE Financial Group, LLC7,256$318K0.08%-4613F-HRTimeline
Strategic Blueprint, LLC7,177$315K0.02%-1,01013F-HRTimeline
EdgeRock Capital LLC6,587$289K0.09%+713F-HRTimeline
PINNACLE ASSOCIATES LTD6,555$288K<0.01%013F-HRTimeline
COZAD ASSET MANAGEMENT INC6,503$285K0.02%-10,32913F-HR/ATimeline
Keystone Financial Group6,364$279K0.03%-69713F-HRTimeline
Corus Family Wealth Advisors6,357$279K0.2%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC6,303$277K0.18%-7813F-HRTimeline
Cooper Financial Group6,284$276K0.03%-3413F-HRTimeline
GTS SECURITIES LLC6,195$272K0.01%-14,96913F-HRTimeline
Gibbs Wealth Management6,103$268K0.05%-69613F-HRTimeline
Allworth Financial LP6,049$266K<0.01%-24613F-HRTimeline
Quad-Cities Investment Group, LLC6,041$265K0.12%-85113F-HRTimeline
GeoWealth Management, LLC6,029$265K0.01%-22113F-HRTimeline
Madrona Financial Services, LLC5,980$262K0.06%-4,51913F-HRTimeline
Omnitrust Wealth Management, Inc5,892$257K0.3%13F-HRTimeline
Beacon Financial Advisory LLC5,782$254K0.07%+8213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,654$248K<0.01%-3,72913F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC5,551$244K0.1%+5913F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC5,490$241K0.05%-2,32313F-HRTimeline
Wealth Watch Advisors, INC5,318$233K0.14%+12013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,232$230K0.01%+29613F-HRTimelineGroup
Arkadios Wealth Advisors5,193$228K0.01%+20513F-HRTimeline
Lion Street Advisors, LLC5,187$228K0.07%013F-HRTimeline
Solano Wealth Investment Advisors LLC4,952$217K0.11%-2,16413F-HRTimeline
Stablepoint Partners, LLC4,938$217K0.04%-2813F-HRTimeline
Qube Research & Technologies Ltd4,900$215K<0.01%+4,35913F-HRTimeline
Capital Asset Advisory Services LLC4,874$214K0.01%-330,87413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,836$212K0.02%-50013F-HRTimeline
Traction Financial Partners, LLC4,745$208K0.14%new13F-HRTimeline
ROI Financial Advisors, LLC4,642$204K0.13%new13F-HRTimeline
Goldstone Financial Group, LLC4,613$202K0.03%new13F-HRTimeline
TD Capital Management LLC4,429$194K0.02%+4713F-HRTimeline
First Pacific Financial4,044$178K0.03%+2613F-HRTimeline
Creekmur Asset Management LLC3,796$167K0.03%-118,80813F-HRTimeline
Scarborough Advisors, LLC3,143$138K0.03%new13F-HRTimeline
SBI Securities Co., Ltd.3,002$132K<0.01%+113F-HRTimeline
Bogart Wealth, LLC2,811$123K0.01%-35913F-HRTimeline
Integrity Financial Corp /WA2,103$92.3K0.05%-57013F-HRTimeline
Clearstead Advisors, LLC1,880$82.5K<0.01%+2013F-HRTimeline
Raleigh Capital Management Inc.1,675$73.5K0.03%+1813F-HRTimeline
Richard W. Paul & Associates, LLC1,275$56K0.02%013F-HRTimeline
MAI Capital Management1,188$52.1K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC1,133$49.7K0.01%-1,19413F-HRTimeline
GPS Wealth Strategies Group, LLC950$41.7K<0.01%-15,20813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO899$39.5K<0.01%-17,50613F-HRTimelineGroup
Evergreen Private Wealth LLC807$35.4K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.630$27.7K0.03%013F-HRTimeline
Beacon Capital Management, LLC569$25K<0.01%+613F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC520$22.8K<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC480$21.1K0.01%013F-HRTimeline
AdvisorNet Financial, Inc458$20.1K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.441$19.3K0.01%013F-HRTimeline
Transce3nd, LLC437$19.2K0.01%+27313F-HRTimeline
Avion Wealth410$18K<0.01%013F-HR/ATimeline
Capital A Wealth Management, LLC350$15.6K0.17%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…325$14.3K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…285$12.5K<0.01%-213F-HRTimelineGroup
Tidemark, LLC252$11.1K<0.01%-5013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST198$8.69K<0.01%013F-HRTimeline
Park Square Financial Group, LLC193$8.47K0.01%013F-HRTimeline
Founders Financial Alliance, LLC161$7.07K<0.01%+2213F-HRTimeline
IMG Wealth Management, Inc.143$6.29K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP127$5.55K<0.01%-27613F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.114$5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hilltop National Bank96$4.21K<0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.47$2.06K<0.01%13F-HRTimeline
Bernard Wealth Management Corp.33$1.43K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.30$1.32K<0.01%013F-HRTimeline
Horizon Investments, LLC23$1.01K<0.01%-23013F-HRTimeline
Spurstone Advisory Services, LLC12$5260.01%013F-HRTimeline
FMR LLCin group FMR LLC2$88<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC1$44<0.01%013F-HRTimeline
Sound Income Strategies, LLC1$24<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
MPWM ADVISORY SOLUTIONS, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.