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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
MORGAN STANLEYin group MORGAN STANLEY9,341,321$410M0.03%-938,33713F-HRTimelineGroup
LPL Financial LLC7,352,408$322M0.13%-1,096,92713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,312,848$277M0.07%-59113F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,397,423$149M0.03%+99,28913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,286,678$144M0.05%-396,94313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,134,845$93.6M-667,444Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,388,561$60.9M0.14%+243,28913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,373,732$60.2M0.02%-342,95013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,235,134$54.1M0.09%-91,02813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,097,980$48.1M0.01%-68,26813F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,032,722$45.1M0.1%013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…953,204$41.8M0.14%+6,60813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/946,046$41.5M<0.01%+21,10513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC939,632$41.2M0.06%-109,26713F-HRTimeline
Long Run Wealth Advisors, LLC934,083$41M9.29%+29,32413F-HRTimeline
Cetera Investment Advisers891,496$39.1M0.08%-307,92513F-HRTimeline
HighTower Advisors, LLC843,299$37M0.05%+24,18013F-HRTimeline
Commonwealth Financial Services, LLC727,360$31.9M6.53%-6,12613F-HRTimeline
Geneos Wealth Management Inc.722,153$31.7M0.46%+538,91113F-HRTimeline
NewEdge Advisors, LLC693,765$30.4M0.18%-99,21913F-HRTimeline
&PARTNERS684,699$29.8M0.32%-177,77113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP663,661$29.1M0.03%-270,16813F-HRTimelineGroup
Great Lakes Retirement, Inc.590,453$25.9M3.39%+16,63513F-HRTimeline
Atria Investments, Inc586,431$25.7M0.33%+2,20913F-HRTimeline
Larson Financial Group LLC585,545$25.7M1.22%-16,36013F-HRTimeline
Drake & Associates, LLC564,371$24.7M6.95%+7,48113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.505,778$22.2M0.04%+27,26813F-HRTimelineGroup
Elios Financial Group Inc.491,032$21.5M10.62%-1,07213F-HRTimeline
Prospera Financial Services Inc475,420$20.8M0.48%-15,48813F-HRTimeline
Arax Advisory Partners454,617$19.9M1.28%+26,59613F-HRTimeline
LeClair Wealth Partners LLC453,387$19.9M14.32%+28,61413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC451,699$19.8M0.54%-153,17713F-HRTimeline
Bluespring Wealth Management, LLC449,845$19.7M2.01%+21,64113F-HRTimeline
GDS Wealth Management436,011$19.1M1.63%+49,65513F-HRTimeline
O'Connor Financial Group LLC421,266$18.5M9.6%-8,45313F-HRTimeline
Steward Partners Investment Advisory, L…417,767$18.3M0.16%-10,13413F-HRTimeline
Mariner, LLCin group Mariner, LLC394,786$17.3M0.03%+44,46213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.364,132$16M0.1%-85,99013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC363,073$15.9M0.02%-593,20113F-HRTimelineGroup
TCP Asset Management, LLC343,027$15M3.36%+5,58613F-HRTimeline
Alpha Financial Advisors, LLC339,776$14.9M6.62%-41,85413F-HRTimeline
Capital Asset Advisory Services LLC335,748$14.7M0.75%-158,77813F-HRTimeline
Coppell Advisory Solutions LLC320,690$14M1.97%-1,671,50313F-HRTimeline
Dominguez Wealth Management Solutions, …311,059$13.6M9.99%+4,91013F-HRTimeline
Per Stirling Capital Management, LLC.303,486$13.3M1.91%-79,91513F-HRTimeline
Janney Montgomery Scott LLC295,832$13M0.04%-307,84013F-HRTimeline
HARBOUR INVESTMENTS, INC.279,535$12.3M0.35%-20,24713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…260,300$11.4M0.02%+123,64713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding258,351$11.3M-272,975Timeline
Cornerstone Wealth Management, LLC241,860$10.6M0.72%+15,03413F-HRTimeline
Triumph Capital Management239,623$10.5M3.5%+2,97813F-HRTimeline
American Financial Advisors, LLC236,303$10.4M1.5%-19,89413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC231,743$10.2M5.54%+23,09413F-HRTimeline
LexAurum Advisors, LLC226,484$9.93M1.9%-17,53113F-HRTimeline
Opes Wealth Management LLC216,195$9.48M1.91%+94613F-HRTimeline
IFP Advisors, Inc209,259$9.17M0.28%-15,34913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC209,560$9.07M4.13%-27,33213F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.194,977$8.55M1.16%-28,27813F-HRTimeline
MML INVESTORS SERVICES, LLC192,114$8.42M0.03%+54,83613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…191,889$8.38M0.34%-85,95413F-HRTimelineGroup
PARK NATIONAL CORP /OH/178,358$7.82M0.29%+16,41013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…166,052$7.28M0.01%+10,30613F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co160,129$7.02M0.45%-837,31913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC155,434$6.81M0.01%-153,73913F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC144,085$6.32M0.21%+14,28613F-HRTimeline
Landmark Wealth Management, LLC139,459$6.11M2.7%-1,93413F-HRTimeline
CENTAURUS FINANCIAL, INC.138,330$6.06M0.37%+88713F-HRTimeline
Atria Wealth Solutions, Inc.135,515$5.94M0.07%-43,86313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.135,288$5.93M0.09%-15,77413F-HRTimelineGroup
Financial Advocates Investment Manageme…134,660$5.9M0.41%+5,38613F-HRTimeline
Sanctuary Advisors, LLC130,238$5.71M0.04%-237,46613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP128,703$5.64M<0.01%-41,88913F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.128,654$5.64M2.2%-52,53113F-HRTimeline
Randall & Associates Wealth Management127,807$5.6M4.62%+5,06513F-HRTimeline
Virtue Capital Management, LLC126,298$5.54M0.65%new13F-HRTimeline
Kingsview Wealth Management, LLC123,064$5.4M0.1%+48,69913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED122,884$5.38M0.5%+26713F-HR/ATimeline
Creekmur Asset Management LLC122,604$5.37M1.13%-22513F-HRTimeline
Private Advisor Group, LLC121,747$5.34M0.03%-250,79613F-HRTimeline
Andina Capital Management, LLC120,018$5.26M3.75%-19,20413F-HRTimeline
ERn Financial, LLC118,931$5.21M0.82%-1,80413F-HRTimeline
Integrated Wealth Concepts LLC107,253$4.7M0.05%-4,30213F-HRTimeline
OLD MISSION CAPITAL LLC105,749$4.64M0.09%new13F-HRTimeline
Sequent Planning LLC105,409$4.62M1.66%-51913F-HRTimeline
Bramshill Investments, LLC105,000$4.6M0.47%new13F-HRTimeline
USAdvisors Wealth Management, LLC103,957$4.56M1.59%-6,98113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…103,054$4.52M0.12%-192,06613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC100,232$4.39M0.06%-28,34513F-HRTimelineGroup
Visionary Wealth Advisors95,658$4.19M0.25%-91,70713F-HRTimeline
Ashton Thomas Private Wealth, LLC93,346$4.09M0.16%+5,53413F-HRTimeline
CFO4Life Group, LLC92,434$4.05M0.68%-21,19013F-HRTimeline
HBW ADVISORY SERVICES LLC89,700$3.93M0.56%-65,36913F-HRTimeline
Archer Investment Corp89,254$3.91M1.01%-30113F-HRTimeline
Capital Planning LLC88,495$3.88M1.08%-82813F-HRTimeline
First Horizon Advisors, Inc.88,232$3.87M0.11%-42,52413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV87,762$3.85M0.29%-79,65413F-HRTimeline
Family Capital Management, Inc.85,833$3.76M2.32%+48913F-HRTimeline
CWM, LLCin group CWM, LLC84,514$3.71M0.01%-12,82713F-HRTimelineGroup
Keystone Wealth Services, LLC82,336$3.61M0.98%-8213F-HRTimeline
Mutual Advisors, LLC82,878$3.61M0.1%-11,21913F-HRTimeline
FAGAN ASSOCIATES, INC.82,097$3.6M0.6%-3,77513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC80,517$3.53M0.01%-46,16313F-HRTimelineGroup
World Investment Advisors79,802$3.5M0.09%-41,32313F-HRTimeline
Snowden Capital Advisors LLC79,597$3.49M0.11%-72,50713F-HRTimeline
Darwin Wealth Management, LLC81,131$3.49M1.17%013F-HRTimeline
Aptus Capital Advisors, LLC77,456$3.4M0.04%-2,09813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC77,456$3.4M0.27%+64713F-HRTimeline
Farther Finance Advisors, LLC75,656$3.33M0.08%+44113F-HRTimeline
Sigma Planning Corp75,258$3.3M0.11%-154,95213F-HRTimeline
COMERICA BANK74,694$3.27M0.01%-5,12313F-HRTimeline
Cannon Financial Strategists, Inc.74,556$3.27M0.56%+3,41113F-HRTimeline
BCGM Wealth Management, LLC73,950$3.24M1%+2,66513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.72,972$3.2M0.03%+2,74113F-HRTimelineGroup
Betterment LLC71,964$3.15M0.01%-18,53513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …70,547$3.09M0.05%-3,42113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC68,962$3.02M0.1%-2,07613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…68,128$2.99M0.59%-6,52713F-HRTimelineGroup
Blackhawk Capital Partners, LLC67,999$2.98M1.54%-59313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management67,495$2.96M0.09%-573,24213F-HRTimelineGroup
PFG Advisors66,955$2.94M0.16%-19,19813F-HRTimeline
Composition Wealth, LLC66,701$2.92M0.06%013F-HRTimeline
Intrua Financial, LLC65,661$2.88M0.45%+26,83013F-HRTimeline
Westside Investment Management, Inc.63,157$2.77M0.59%+3,96513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…63,037$2.76M0.07%-9,95613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp61,571$2.7M<0.01%-446,78313F-HRTimelineGroup
Orion Porfolio Solutions, LLC61,209$2.68M0.03%-33,35013F-HRTimeline
Orion Portfolio Solutions, LLC61,209$2.68M0.03%-33,35013F-HR/ATimeline
AE Wealth Management LLC61,160$2.68M0.02%-27,05513F-HRTimeline
First Financial Group Corp61,081$2.67M3.02%+8,30613F-HRTimeline
LaSalle St. Investment Advisors, LLC59,302$2.6M0.61%-2,20013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC59,188$2.59M<0.01%-1,491,74713F-HR/ATimelineGroup
D.A. DAVIDSON & CO.58,650$2.57M0.02%+4,96713F-HRTimeline
Global View Capital Management LLC58,602$2.57M0.93%-6,83513F-HRTimeline
Harvest Investment Services, LLC56,986$2.5M0.7%+26,58713F-HRTimeline
Csenge Advisory Group55,128$2.39M0.14%-99913F-HRTimeline
Cutter & CO Brokerage, Inc.54,430$2.39M0.56%+5,15413F-HRTimeline
Golden State Wealth Management, LLC53,823$2.36M0.35%-11,16313F-HR/ATimeline
RFG Advisory, LLC52,648$2.31M0.06%-5,33713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…51,658$2.26M<0.01%+4,37013F-HRTimeline
CRUX WEALTH ADVISORS51,297$2.25M1.17%-37,12913F-HRTimeline
RDA Financial Network49,772$2.18M0.65%+1,16013F-HRTimeline
Gateway Wealth Partners, LLC49,698$2.18M0.49%-30,62013F-HRTimeline
MGO ONE SEVEN LLC48,125$2.11M0.08%+11,79213F-HRTimeline
Gladstone Institutional Advisory LLC47,715$2.09M0.1%-16,32013F-HRTimeline
Retirement Planning Group, LLC47,465$2.08M0.1%+22,09613F-HRTimeline
WealthCare Investment Partners, LLC47,833$2.06M0.87%+8,56113F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC46,180$2.02M0.93%-128,60313F-HRTimeline
Maia Wealth LLC46,741$2.02M0.46%-5,08613F-HRTimeline
Pinnacle Family Advisors, LLC45,586$2M1.09%-34,51813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC45,331$1.99M0.28%-6,42813F-HRTimeline
U.S. Capital Wealth Advisors, LLC44,418$1.95M0.06%-12213F-HRTimeline
Signature Wealth Management Group43,141$1.89M0.74%+23713F-HRTimeline
QTR Family Wealth, LLC42,893$1.88M1.42%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC41,412$1.82M0.05%+9,57113F-HRTimelineGroup
Clarity Capital Partners LLC40,019$1.75M0.71%-16,67513F-HRTimeline
IFG Advisory, LLC39,775$1.74M0.1%+4,47113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV38,999$1.71M0.14%-1,00613F-HRTimeline
VICUS CAPITAL38,617$1.69M0.16%-5,19113F-HRTimeline
Creative Planningin group Creative Planning38,287$1.68M<0.01%+32,21913F-HRTimelineGroup
Acorn Wealth Advisors, LLC37,927$1.66M0.69%-2,78113F-HRTimeline
BEACON FINANCIAL GROUP37,886$1.66M0.18%-1,67013F-HRTimeline
Western Wealth Management, LLC36,222$1.59M0.11%+3,72413F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC35,773$1.57M1.36%-43513F-HRTimeline
HCR Wealth Advisors35,364$1.55M0.2%+1,76313F-HRTimeline
Beacon Pointe Advisors, LLC33,423$1.47M0.02%+1213F-HRTimeline
Advance Capital Management, Inc.32,804$1.44M0.07%-5,84613F-HRTimeline
WEST MICHIGAN ADVISORS, LLC31,999$1.4M0.47%-1,11813F-HRTimeline
Allen Capital Group, LLC31,348$1.37M0.16%-1,307,27213F-HRTimeline
Beck Bode, LLC31,334$1.37M0.26%-4,08413F-HRTimeline
Claris Financial LLC31,763$1.36M0.9%013F-HRTimeline
NewSquare Capital LLC30,232$1.33M0.11%+7,04813F-HRTimeline
CLG LLC30,201$1.32M0.46%+1,02613F-HRTimeline
Seascape Capital Management30,138$1.32M0.46%-448,38713F-HRTimeline
Cambridge Advisors Inc.30,085$1.32M0.29%-19113F-HRTimeline
IHT Wealth Management, LLC29,110$1.28M0.04%-102,07213F-HRTimeline
Holos Integrated Wealth LLC27,139$1.19M0.78%-67,90913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management26,780$1.17M0.02%-5,59113F-HRTimelineGroup
Foundations Investment Advisors, LLC26,478$1.16M0.02%-11,71013F-HRTimeline
Sand Hill Global Advisors, LLC26,169$1.15M0.05%new13F-HRTimeline
Cyndeo Wealth Partners, LLC25,802$1.13M0.07%-5,59513F-HRTimeline
United Advisor Group, LLC25,627$1.12M0.23%+68013F-HRTimeline
NewEdge Wealth, LLC24,959$1.09M0.02%-25,35913F-HRTimeline
Elequin Capital, LP24,664$1.08M0.2%-2,98213F-HRTimeline
FLOW TRADERS U.S. LLC24,531$1.07M0.05%-4,51913F-HRTimeline
Advisory Alpha, LLC23,937$1.05M0.04%-2,84213F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.23,728$1.04M0.06%-58,55413F-HR/ATimelineGroup
WCG Wealth Advisors LLC23,713$1.04M0.08%-1,69313F-HR/ATimeline
Waverly Advisors, LLC23,486$1.03M0.01%new13F-HRTimeline
Grant/GrossMendelsohn, LLC23,485$1.03M0.57%013F-HRTimeline
Ausdal Financial Partners, Inc.23,252$1.02M0.08%-25,14013F-HRTimeline
CONDOR CAPITAL MANAGEMENT22,081$968K0.09%-37613F-HRTimeline
EQ LLC21,678$950K0.44%+1,43013F-HRTimeline
Clear Creek Financial Management, LLC21,486$942K0.1%+1413F-HRTimeline
Laraway Financial Advisors Inc21,301$934K0.74%-65113F-HRTimeline
GTS SECURITIES LLC21,164$928K0.04%new13F-HRTimeline
Core Wealth Partners LLC20,901$916K0.53%+11,34113F-HRTimeline
Collaborative Wealth Managment Inc.20,583$902K0.42%-4,17913F-HRTimeline
Walkner Condon Financial Advisors LLC19,660$862K0.17%-6,88813F-HRTimeline
Comprehensive Financial Consultants Ins…18,406$807K0.29%+13213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,405$807K<0.01%+12,23313F-HRTimelineGroup