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Disclosery

FIXD FIRST TR EXCHNG TRADED FD VI

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TCW OPPORTUNIS (fund)

295 managers (297 13F filers) reported a position in FIXD shares at 2025-09-30, 58,931,471 shares in all. 23 filers opened a position and 33 filers sold out during the quarter.

Managers
295
13F filers
297
New
23
Added
120
Reduced
129
Sold out
33
Shares held by filers
58,931,471

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Global Retirement Partners, LLC10,970$487K0.01%+2,18213F-HRTimeline
Quadcap Wealth Management, LLC10,370$461K0.05%-45013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE9,885$439K0.06%new13F-HRTimeline
Focus Financial Network, Inc.9,590$426K0.02%+18213F-HRTimeline
Lighthouse Wealth Management Inc.9,561$425K0.34%+1413F-HRTimeline
NOVEM GROUP9,557$425K0.05%+3013F-HRTimeline
PRIVATE TRUST CO NA9,550$424K0.04%-2,34813F-HRTimeline
Composition Wealth, LLC9,461$420K0.01%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,388$417K0.14%-4,22313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,283$412K0.01%+6413F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management9,276$412K0.01%-4,83813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC9,145$406K<0.01%+44413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,143$406K0.01%+38413F-HRTimelineGroup
DAVENPORT & Co LLC9,055$402K<0.01%+39513F-HRTimeline
Modern Wealth Management, LLC8,883$395K0.01%-3,52113F-HRTimeline
Ausdal Financial Partners, Inc.8,611$383K0.02%-19,94813F-HRTimeline
Old Port Advisors8,499$378K0.1%-1813F-HRTimeline
Patriot Financial Group Insurance Agenc…8,119$361K0.05%-15213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …8,067$358K0.04%+40113F-HR/ATimelineGroup
Van Hulzen Asset Management, LLC7,897$351K0.03%013F-HRTimeline
J.W. COLE ADVISORS, INC.7,620$338K0.01%+14613F-HRTimeline
ABLE Financial Group, LLC7,575$336K0.07%+31913F-HRTimeline
Regal Investment Advisors LLC7,140$317K0.02%-34913F-HRTimeline
Medallion Wealth Advisors, LLC7,028$312K0.11%-1,02713F-HRTimeline
ShoreHaven Wealth Partners, LLC7,013$312K0.12%+1,46213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC6,970$310K0.09%-1,83813F-HRTimeline
First Heartland Consultants, Inc.6,635$295K0.02%-2,36913F-HRTimeline
EdgeRock Capital LLC6,594$293K0.08%+713F-HRTimeline
CHOREO, LLC6,559$291K<0.01%new13F-HRTimeline
PINNACLE ASSOCIATES LTD6,555$291K<0.01%013F-HRTimeline
Cooper Financial Group6,354$282K0.03%+7013F-HRTimeline
GeoWealth Management, LLC6,352$282K0.01%+32313F-HRTimeline
LEIGH BALDWIN & CO., LLC6,319$281K0.16%+1613F-HR/ATimeline
TrueWealth Advisors, LLC6,204$276K0.07%-1,58013F-HRTimeline
Arkadios Wealth Advisors6,066$269K0.01%+87313F-HRTimeline
Quad-Cities Investment Group, LLC6,031$268K0.11%-1013F-HRTimeline
Goldstone Financial Group, LLC5,864$260K0.03%+1,25113F-HRTimeline
Beacon Financial Advisory LLC5,782$257K0.06%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,687$253K0.01%+45513F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.5,604$249K<0.01%new13F-HRTimeline
Allworth Financial LP5,235$233K<0.01%-81413F-HRTimeline
Lion Street Advisors, LLC4,285$229K0.08%-90213F-HRTimeline
Strategic Blueprint, LLC5,044$224K0.01%-2,13313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,836$212K0.02%013F-HRTimeline
Stablepoint Partners, LLC4,715$209K0.03%-22313F-HRTimeline
Asset Allocation Strategies LLC4,619$205K0.04%new13F-HRTimeline
MONEYWISE, INC.4,578$203K0.09%new13F-HRTimeline
TD Capital Management LLC4,479$199K0.02%+5013F-HRTimeline
Scarborough Advisors, LLC3,836$170K0.03%+69313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,550$157K<0.01%+3,42313F-HRTimelineGroup
SBI Securities Co., Ltd.3,001$133K<0.01%-113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,944$131K<0.01%-6,83513F-HRTimelineGroup
Bogart Wealth, LLC2,684$119K<0.01%-12713F-HRTimeline
Aptus Capital Advisors, LLC2,268$101K<0.01%-79,42713F-HRTimeline
First Pacific Financial2,113$93.8K0.01%-1,93113F-HRTimeline
Creekmur Asset Management LLC2,062$91.6K0.02%-1,73413F-HRTimeline
Raleigh Capital Management Inc.1,694$75.2K0.03%+1913F-HRTimeline
Integrity Financial Corp /WA1,304$57.9K0.03%-79913F-HRTimeline
MAI Capital Management1,188$52.8K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,164$51.7K<0.01%+26513F-HR/ATimelineGroup
Richard W. Paul & Associates, LLC1,004$44.6K0.02%-27113F-HRTimeline
GPS Wealth Strategies Group, LLC950$42.2K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC888$39.4K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC885$39.3K0.01%-24813F-HRTimeline
Richardson Capital Management LLC832$37K0.02%new13F-HRTimeline
Evergreen Private Wealth LLC807$35.8K0.01%013F-HRTimeline
Qube Research & Technologies Ltd701$31.1K<0.01%-4,19913F-HRTimeline
Founders Financial Alliance, LLC660$29.3K0.01%+49913F-HRTimeline
Quest 10 Wealth Builders, Inc.630$28K0.03%013F-HRTimeline
Tanglewood Legacy Advisors, LLC480$21.3K0.01%013F-HRTimeline
AdvisorNet Financial, Inc420$18.7K<0.01%-3813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.408$18.1K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…285$12.7K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.266$11.8K<0.01%-17513F-HRTimeline
Tidemark, LLC252$11.2K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.225$10K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…225$9.99K0.02%-10013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST198$8.79K<0.01%013F-HRTimeline
Root Financial Partners, LLC190$8.44K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC161$7.14K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC151$6.69K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.143$6.36K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC139$6.18K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.127$5.64K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.114$5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hilltop National Bank96$4.26K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…50$2.18K<0.01%new13F-HRTimelineGroup
Bernard Wealth Management Corp.33$1.45K<0.01%013F-HRTimeline
Horizon Investments, LLC23$1.02K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.13$577<0.01%-3413F-HRTimeline
Spurstone Advisory Services, LLC12$5330.01%013F-HRTimeline
Archer Investment Corp4$198<0.01%-90,48513F-HRTimeline
FMR LLCin group FMR LLC2$89<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC1$45<0.01%013F-HRTimeline
Sound Income Strategies, LLC1$25<0.01%013F-HRTimeline