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Disclosery

FIXD FIRST TR EXCHNG TRADED FD VI

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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
MORGAN STANLEYin group MORGAN STANLEY10,279,658$442M0.03%-2,154,20113F-HR/ATimelineGroup
LPL Financial LLC8,449,335$363M0.15%-981,03013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,313,439$271M0.07%-734,43913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,683,621$158M0.06%13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG3,298,134$142M0.03%-621,84613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,802,289$120M-724,509Timeline
Coppell Advisory Solutions LLC1,992,193$85.9M12.01%+954,34213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,716,682$73.8M0.02%+419,85813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,550,935$66.6M0.01%new13F-HRTimelineGroup
Allen Capital Group, LLC1,338,620$57.5M7.04%+84,05213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,326,162$57M0.09%+358,86813F-HRTimelineGroup
Cetera Investment Advisers1,199,421$51.5M0.11%-340,46113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,166,248$50.1M0.01%-25,59813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,145,272$49.2M0.11%+254,30413F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,032,722$45.1M0.09%+39,10613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,048,899$45.1M0.07%+22,34713F-HRTimeline
Pine Valley Investments Ltd Liability Co997,448$42.9M2.81%-231,07913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC956,274$41.1M0.04%+775,07913F-HRTimelineGroup
Cambridge Investment Research Advisors,…946,596$40.7M0.14%+15,23613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP933,829$40.1M0.04%-17,46013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/924,941$39.7M<0.01%+45,30513F-HRTimelineGroup
Long Run Wealth Advisors, LLC904,759$38.9M9.32%+47,34513F-HRTimeline
&PARTNERS862,470$36.7M0.44%+320,75413F-HRTimeline
HighTower Advisors, LLC819,119$35.2M0.05%-30,83413F-HRTimeline
NewEdge Advisors, LLC792,984$34.1M0.2%+24,67913F-HRTimeline
Commonwealth Financial Services, LLC733,486$31.5M6.18%-80113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management640,737$27.5M0.86%-5,15313F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC604,876$26M0.64%+9,44813F-HRTimeline
Janney Montgomery Scott LLC603,672$25.9M0.07%-73,18513F-HRTimeline
Larson Financial Group LLC601,905$25.9M1.34%+74,46713F-HRTimeline
Atria Investments, Inc584,222$25.1M0.31%+256,77513F-HRTimeline
Great Lakes Retirement, Inc.573,818$24.7M3.18%+85513F-HRTimeline
Drake & Associates, LLC556,890$24.1M6.85%+63,67013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding531,326$22.8M-58,043Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp508,354$21.8M<0.01%-124,43713F-HRTimelineGroup
Capital Asset Advisory Services LLC494,526$21.2M1.04%+72813F-HRTimeline
Elios Financial Group Inc.492,104$21.1M10%+95,65413F-HRTimeline
Prospera Financial Services Inc490,908$21.1M0.49%-143,12913F-HRTimeline
Seascape Capital Management478,525$20.6M7.16%-59813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.478,510$20.6M0.04%+164,04613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.450,122$19.3M0.12%-71,15713F-HRTimeline
O'Connor Financial Group LLC429,719$18.5M9.65%+13,92113F-HRTimeline
Bluespring Wealth Management, LLC428,204$18.4M1.89%+66,58713F-HRTimeline
Arax Advisory Partners428,021$18.4M1.16%+427,87713F-HRTimeline
Steward Partners Investment Advisory, L…427,901$18.4M0.16%-173,56713F-HRTimeline
LeClair Wealth Partners LLC424,773$18.3M12.17%13F-HRTimeline
GDS Wealth Management386,356$16.6M1.51%+43,44113F-HRTimeline
Per Stirling Capital Management, LLC.383,401$16.5M2.34%+24,09513F-HRTimeline
Alpha Financial Advisors, LLC381,630$16.4M7.42%-16,87513F-HRTimeline
Private Advisor Group, LLC372,543$16M0.09%-50,92413F-HRTimeline
Sanctuary Advisors, LLC367,704$15.9M0.1%-8,70913F-HRTimeline
Mariner, LLCin group Mariner, LLC350,324$15.1M0.03%+239,80313F-HRTimelineGroup
TCP Asset Management, LLC337,441$14.5M3.2%+18,06813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC309,173$13.3M0.02%+304,11213F-HRTimelineGroup
Dominguez Wealth Management Solutions, …306,149$13.2M9.6%+15113F-HRTimeline
HARBOUR INVESTMENTS, INC.299,782$12.9M0.37%-199,68513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…295,120$12.7M0.32%-7,492,68413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…277,843$11.9M0.41%+38,75413F-HRTimelineGroup
American Financial Advisors, LLC256,197$11M1.55%-63,97313F-HRTimeline
LexAurum Advisors, LLC244,015$10.5M2.08%+12,09313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC236,892$10.2M4.32%-15,23813F-HRTimeline
Triumph Capital Management236,645$10.2M3.48%+7,68613F-HRTimeline
Sigma Planning Corp230,210$9.89M0.31%-113,36713F-HRTimeline
Cornerstone Wealth Management, LLC226,826$9.75M0.66%+14,48713F-HRTimeline
IFP Advisors, Inc224,608$9.65M0.32%+21,29113F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.223,255$9.59M1.3%-83,10713F-HRTimeline
Opes Wealth Management LLC215,249$9.25M1.9%+21,76413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC208,649$8.97M4.63%-30,80913F-HRTimeline
Horizon Investments, LLC208,962$8.95M0.26%+1,27413F-HRTimeline
First Pacific Financial206,230$8.86M2.06%+1,79113F-HRTimeline
Visionary Wealth Advisors187,365$8.05M0.47%-72,39213F-HRTimeline
Geneos Wealth Management Inc.183,242$7.87M0.28%+8,97613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.181,185$7.79M3.12%+3,93713F-HRTimeline
Atria Wealth Solutions, Inc.179,378$7.71M0.08%-118,30513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC174,783$7.51M3.44%+60,28913F-HRTimeline
CoreCap Advisors, LLC171,369$7.36M0.34%+91,85613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP170,592$7.33M0.01%-161,58113F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV167,416$7.19M0.53%+3,86313F-HRTimeline
PARK NATIONAL CORP /OH/161,948$6.96M0.25%+25,87613F-HRTimeline
AlphaMark Advisors, LLC161,559$6.94M3%+10,05313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…155,746$6.69M0.01%+48613F-HRTimelineGroup
HBW ADVISORY SERVICES LLC155,069$6.66M0.68%+24,85113F-HRTimeline
Snowden Capital Advisors LLC152,104$6.54M0.2%+4,73713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.151,062$6.49M0.09%-22,15713F-HRTimelineGroup
Independent Advisor Alliance147,981$6.36M0.08%new13F-HRTimeline
Landmark Wealth Management, LLC141,393$6.08M2.69%+6,14213F-HRTimeline
Andina Capital Management, LLC139,222$5.98M4.88%-112,68013F-HRTimeline
CENTAURUS FINANCIAL, INC.137,443$5.91M0.36%+36,34113F-HRTimeline
MML INVESTORS SERVICES, LLC137,278$5.9M0.02%+43,75713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…136,653$5.87M0.01%-172,92613F-HRTimelineGroup
IHT Wealth Management, LLC131,182$5.64M0.18%+10,76613F-HRTimeline
First Horizon Advisors, Inc.130,756$5.62M0.16%+8,08013F-HRTimeline
OneDigital Investment Advisors LLC130,259$5.6M0.06%+1,33513F-HRTimeline
Dynamic Advisor Solutions LLC129,799$5.58M0.24%+6,39713F-HRTimeline
Financial Advocates Investment Manageme…129,274$5.55M0.32%-3,92013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC128,577$5.53M0.08%-3,24013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC126,680$5.44M0.01%-79,47013F-HRTimelineGroup
Creekmur Asset Management LLC122,829$5.28M1.21%+9,59813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED122,617$5.27M0.49%-55,00313F-HRTimeline
Randall & Associates Wealth Management122,742$5.27M4.38%+18,60413F-HRTimeline
World Investment Advisors121,125$5.2M0.14%+34,16013F-HRTimeline
ERn Financial, LLC120,735$5.19M0.78%-5,83713F-HRTimeline
CFO4Life Group, LLC113,624$4.88M0.86%-77,38213F-HRTimeline
Integrated Wealth Concepts LLC111,555$4.79M0.06%-2,24713F-HRTimeline
USAdvisors Wealth Management, LLC110,938$4.77M1.55%+4,16113F-HRTimeline
Sequent Planning LLC105,928$4.55M1.67%+1,16013F-HRTimeline
CWM, LLCin group CWM, LLC97,341$4.18M0.02%+2,18013F-HRTimelineGroup
Holos Integrated Wealth LLC95,048$4.08M2.79%13F-HRTimeline
Orion Porfolio Solutions, LLC94,559$4.06M0.04%-74,21913F-HRTimeline
Orion Portfolio Solutions, LLC94,559$4.06M0.04%-74,21913F-HRTimeline
Mutual Advisors, LLC94,097$4.04M0.12%-63,85813F-HRTimeline
Betterment LLC90,499$3.89M0.01%+14,84813F-HRTimeline
Archer Investment Corp89,555$3.85M1.03%+3,56813F-HRTimeline
Capital Planning LLC89,323$3.84M1.01%-52,49113F-HRTimeline
CRUX WEALTH ADVISORS88,426$3.8M2.11%13F-HRTimeline
AE Wealth Management LLC88,215$3.79M0.03%-78,68913F-HRTimeline
Ashton Thomas Private Wealth, LLC87,812$3.77M0.15%+15,73113F-HRTimeline
PFG Advisors86,153$3.7M0.23%+52,98213F-HRTimeline
FAGAN ASSOCIATES, INC.85,872$3.69M0.59%-16513F-HRTimeline
Family Capital Management, Inc.85,344$3.67M2.21%-6,68813F-HRTimeline
Keystone Wealth Services, LLC82,418$3.54M0.94%+39,27813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.82,282$3.54M0.19%-23,13013F-HR/ATimelineGroup
Darwin Wealth Management, LLC81,131$3.49M1.17%-17,58513F-HR/ATimeline
Madrona Financial Services, LLC80,370$3.45M0.94%-112,10013F-HRTimeline
Gateway Wealth Partners, LLC80,318$3.45M0.89%-2,03913F-HRTimeline
Pinnacle Family Advisors, LLC80,104$3.44M1.67%-3,35413F-HRTimeline
COMERICA BANK79,817$3.43M0.01%-24,86113F-HR/ATimeline
Aptus Capital Advisors, LLC79,554$3.42M0.04%-63,16613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC76,809$3.3M0.26%-63,16613F-HRTimeline
Farther Finance Advisors, LLC75,215$3.23M0.12%+50,56713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…74,877$3.22M0.05%new13F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…74,655$3.21M0.61%-73,86913F-HRTimelineGroup
Kingsview Wealth Management, LLC74,365$3.2M0.06%+5,83413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …73,968$3.18M0.05%+25,96213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…72,993$3.14M0.08%-11,17913F-HRTimelineGroup
BCGM Wealth Management, LLC71,285$3.06M0.97%+2,34913F-HRTimeline
Cannon Financial Strategists, Inc.71,145$3.06M0.52%-94113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC71,038$3.05M0.1%-11,21913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.70,231$3.02M0.03%+4,94313F-HRTimelineGroup
Blackhawk Capital Partners, LLC68,592$2.95M1.53%+14,11913F-HRTimeline
Composition Wealth, LLC66,701$2.87M0.06%+14,88613F-HRTimeline
Global View Capital Management LLC65,437$2.82M0.99%13F-HRTimeline
Golden State Wealth Management, LLC64,986$2.79M0.42%13F-HRTimeline
Gladstone Institutional Advisory LLC64,035$2.75M0.13%-145,73413F-HRTimeline
LaSalle St. Investment Advisors, LLC61,502$2.64M0.82%new13F-HRTimeline
Westside Investment Management, Inc.59,192$2.54M0.54%+2,84613F-HRTimeline
RFG Advisory, LLC57,985$2.49M0.07%-7,77413F-HRTimeline
RIK SAYLOR FINANCIAL, INC.57,461$2.47M2.28%13F-HRTimeline
Clarity Capital Partners LLC56,694$2.44M1.26%-8,10413F-HRTimeline
Csenge Advisory Group56,127$2.41M0.13%-15,18213F-HRTimeline
Simplicity Wealth,LLC54,576$2.35M0.49%+1,64413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC54,446$2.34M0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.53,683$2.31M0.02%-1,40113F-HRTimeline
First Financial Group Corp52,775$2.27M2.51%13F-HRTimeline
Maia Wealth LLC51,827$2.23M0.48%+1,21213F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC51,759$2.21M0.31%-33213F-HRTimeline
NewEdge Wealth, LLC50,318$2.16M0.04%+7713F-HRTimeline
Cutter & CO Brokerage, Inc.49,276$2.12M0.52%+3,95513F-HRTimeline
RDA Financial Network48,612$2.09M0.61%+4,11113F-HRTimeline
Ausdal Financial Partners, Inc.48,392$2.08M0.18%+13,61613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…47,288$2.03M<0.01%+17,12913F-HR/ATimeline
Laidlaw Wealth Management LLC46,695$2.01M0.87%-15113F-HRTimeline
Bison Wealth, LLC46,496$2M0.44%-1,80313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…45,092$1.94M0.11%-11,68513F-HRTimeline
U.S. Capital Wealth Advisors, LLC44,540$1.91M0.06%new13F-HRTimeline
VICUS CAPITAL43,808$1.88M0.17%+9,32313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC43,599$1.87M0.02%-28,33013F-HRTimelineGroup
Signature Wealth Management Group42,904$1.84M0.74%+5,45113F-HRTimeline
First Heartland Consultants, Inc.42,254$1.82M0.19%-351,44113F-HRTimeline
Acorn Wealth Advisors, LLC40,708$1.75M0.72%-50313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV40,005$1.72M0.14%+89613F-HRTimeline
BEACON FINANCIAL GROUP39,556$1.7M0.18%-29513F-HRTimeline
WealthCare Investment Partners, LLC39,272$1.69M0.74%+1,10613F-HRTimeline
Intrua Financial, LLC38,831$1.67M0.27%-70,56413F-HRTimeline
Advance Capital Management, Inc.38,650$1.66M0.08%-2,28213F-HRTimeline
Foundations Investment Advisors, LLC38,188$1.64M0.03%-16,37013F-HRTimeline
MGO ONE SEVEN LLC36,333$1.56M0.06%+22,79613F-HRTimeline
Lunt Capital Management, Inc.36,280$1.56M0.61%-21,10413F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC36,208$1.56M1.45%+2,15813F-HRTimeline
Beck Bode, LLC35,418$1.52M0.28%-11,55413F-HRTimeline
IFG Advisory, LLC35,304$1.52M0.09%-14,57013F-HRTimeline
HCR Wealth Advisors33,601$1.44M0.18%-3,60113F-HRTimeline
Beacon Pointe Advisors, LLC33,411$1.44M0.02%-38913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC33,117$1.42M0.43%-2,01313F-HRTimeline
Western Wealth Management, LLC32,498$1.4M0.09%-1,34913F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management32,371$1.39M0.02%+19,09313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC31,841$1.37M0.04%-12,13913F-HRTimelineGroup
Claris Financial LLC31,763$1.36M0.9%13F-HRTimeline
Cyndeo Wealth Partners, LLC31,397$1.35M0.09%-414,95513F-HRTimeline
Harvest Investment Services, LLC30,399$1.31M0.32%+2,87013F-HRTimeline
Cambridge Advisors Inc.30,276$1.3M0.29%-14,96513F-HRTimeline
CLG LLC29,175$1.25M0.45%13F-HRTimeline
FLOW TRADERS U.S. LLC29,050$1.25M0.05%new13F-HRTimeline
Elequin Capital, LP27,646$1.19M0.14%new13F-HRTimeline
Advisory Alpha, LLC26,779$1.15M0.04%-8,66113F-HRTimeline
Walkner Condon Financial Advisors LLC26,548$1.14M0.23%-4,36713F-HRTimeline
Mach-1 Financial Group, LLC26,278$1.13M2.04%-458,01113F-HRTimeline
WCG Wealth Advisors LLC25,406$1.09M0.07%new13F-HRTimeline
Retirement Planning Group, LLC25,369$1.09M0.05%+9,17613F-HRTimeline
Global Retirement Partners, LLC25,090$1.08M0.03%-2,03713F-HRTimeline