Skip to content
Disclosery

FIXD FIRST TR EXCHNG TRADED FD VI

Follow

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
MORGAN STANLEYin group MORGAN STANLEY8,488,028$373M0.02%-853,29313F-HRTimelineGroup
LPL Financial LLC6,410,307$281M0.09%-942,10113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,219,670$229M0.05%-1,093,17813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,828,195$124M0.03%+1,454,46313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,723,404$120M0.04%-563,27413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,187,670$96M+52,825Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,262,572$55.4M0.08%+27,43813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,204,118$52.8M0.01%+106,13813F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,175,359$51.6M0.09%-213,20213F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC860,155$37.8M0.05%-79,47713F-HRTimeline
UBS Group AGin group UBS Group AG846,764$37.2M0.01%-2,550,65913F-HRTimelineGroup
HighTower Advisors, LLC841,875$36.9M0.05%-1,42413F-HRTimeline
&PARTNERS840,339$36.9M0.28%+155,64013F-HRTimeline
Cambridge Investment Research Advisors,…824,333$36.2M0.11%-128,87113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/738,055$32.4M<0.01%-207,99113F-HRTimelineGroup
Cetera Investment Advisers729,977$32M0.05%-161,51913F-HRTimeline
Commonwealth Financial Services, LLC707,406$31M5.98%-19,95413F-HRTimeline
Great Lakes Retirement, Inc.594,414$26.1M3.09%+3,96113F-HRTimeline
Drake & Associates, LLC575,034$25.2M6.18%+10,66313F-HRTimeline
Geneos Wealth Management Inc.540,649$23.7M0.58%-181,50413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP539,574$23.7M0.02%-124,08713F-HRTimelineGroup
Atria Investments, Inc536,175$23.5M0.28%-50,25613F-HRTimeline
Arax Advisory Partners536,174$23.5M1.08%+81,55713F-HRTimeline
Prospera Financial Services Inc533,687$23.4M0.44%+58,26713F-HRTimeline
LeClair Wealth Partners LLC513,808$22.6M15.31%+60,42113F-HRTimeline
NewEdge Advisors, LLC479,228$21M0.11%-214,53713F-HRTimeline
Elios Financial Group Inc.471,877$20.7M9.39%-19,15513F-HRTimeline
GDS Wealth Management461,858$20.3M1.48%+25,84713F-HRTimeline
Mariner, LLCin group Mariner, LLC399,159$17.5M0.03%+4,37313F-HRTimelineGroup
TCP Asset Management, LLC354,144$15.5M3.08%+11,11713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.351,178$15.4M0.03%-154,60013F-HRTimelineGroup
Alpha Financial Advisors, LLC340,242$14.9M5.77%+46613F-HRTimeline
Per Stirling Capital Management, LLC.321,180$14.1M1.84%+17,69413F-HRTimeline
Dominguez Wealth Management Solutions, …316,518$13.9M9.64%+5,45913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC307,040$13.5M0.01%-56,03313F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.298,695$13.1M0.07%-65,43713F-HRTimeline
Larson Financial Group LLC297,891$13.1M0.53%-287,65413F-HRTimeline
HARBOUR INVESTMENTS, INC.252,649$11.1M0.28%-26,88613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding244,967$10.8M-13,384Timeline
Triumph Capital Management241,523$10.6M3.18%+1,90013F-HR/ATimeline
MML INVESTORS SERVICES, LLC226,889$9.96M0.03%+34,77513F-HRTimeline
LexAurum Advisors, LLC215,435$9.46M1.49%-11,04913F-HRTimeline
IFP Advisors, Inc214,385$9.41M0.27%+5,12613F-HRTimeline
Opes Wealth Management LLC209,809$9.21M1.64%-6,38613F-HRTimeline
Janney Montgomery Scott LLC204,174$8.96M0.02%-91,65813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC195,132$8.57M2.77%-14,42813F-HRTimeline
Sanctuary Advisors, LLC174,010$7.64M0.05%+43,77213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…164,783$7.23M0.01%-1,26913F-HRTimelineGroup
PARK NATIONAL CORP /OH/163,316$7.17M0.24%-15,04213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC162,690$7.14M0.01%+7,25613F-HRTimelineGroup
Dynamic Advisor Solutions LLC153,087$6.72M0.21%+9,00213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…142,500$6.25M0.01%+126,24013F-HR/ATimelineGroup
Pine Valley Investments Ltd Liability Co139,190$6.11M0.36%-20,93913F-HRTimeline
Landmark Wealth Management, LLC136,837$6.01M2.56%-2,62213F-HRTimeline
OLD MISSION CAPITAL LLC136,310$5.98M0.16%+30,56113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP135,379$5.94M<0.01%+6,67613F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.132,171$5.8M0.34%-6,15913F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.129,043$5.66M0.74%-65,93413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC126,401$5.55M0.13%-325,29813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.125,025$5.49M0.07%-10,26313F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED122,899$5.39M0.45%+1513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC121,401$5.33M0.07%+21,16913F-HRTimelineGroup
ERn Financial, LLC120,838$5.3M1.12%+1,90713F-HRTimeline
Coppell Advisory Solutions LLC120,142$5.25M0.62%-200,54813F-HR/ATimeline
Randall & Associates Wealth Management119,006$5.22M4.02%-8,80113F-HRTimeline
Private Advisor Group, LLC116,494$5.11M0.03%-5,25313F-HRTimeline
Cornerstone Wealth Management, LLC116,056$5.09M0.31%-125,80413F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.115,462$5.07M1.81%-13,19213F-HRTimeline
FLOW TRADERS U.S. LLC107,154$4.7M0.17%+82,62313F-HRTimeline
Sequent Planning LLC106,523$4.68M1.48%+1,11413F-HRTimeline
USAdvisors Wealth Management, LLC102,625$4.5M1.67%-1,33213F-HRTimeline
Kingsview Wealth Management, LLC102,169$4.48M0.08%-20,89513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…97,205$4.27M0.1%-5,84913F-HRTimelineGroup
Capital Planning LLC92,943$4.08M1.28%+4,44813F-HRTimeline
First Horizon Advisors, Inc.92,917$4.08M0.11%+4,68513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC91,814$4.03M0.01%+11,29713F-HRTimelineGroup
HBW ADVISORY SERVICES LLC91,398$4.01M0.49%+1,69813F-HRTimeline
Ashton Thomas Private Wealth, LLC90,823$3.99M0.14%-2,52313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV90,615$3.98M0.27%+2,85313F-HRTimeline
Archer Investment Corp90,489$3.97M0.95%+1,23513F-HRTimeline
Family Capital Management, Inc.87,770$3.85M2.02%+1,93713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.82,447$3.62M0.03%+9,47513F-HRTimelineGroup
Keystone Wealth Services, LLC82,339$3.61M0.87%+313F-HRTimeline
Mutual Advisors, LLC82,964$3.61M0.09%+8613F-HRTimeline
CFO4Life Group, LLC82,195$3.61M0.56%-10,23913F-HRTimeline
Aptus Capital Advisors, LLC81,695$3.59M0.04%+4,23913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC81,529$3.58M0.25%+4,07313F-HRTimeline
FAGAN ASSOCIATES, INC.80,306$3.52M0.55%-1,79113F-HRTimeline
CWM, LLCin group CWM, LLC77,864$3.42M0.01%-6,65013F-HRTimelineGroup
American Financial Advisors, LLC77,827$3.42M0.48%-158,47613F-HRTimeline
Darwin Wealth Management, LLC77,179$3.39M1.17%-3,95213F-HRTimeline
EP Wealth Advisors, LLC76,810$3.37M0.02%new13F-HRTimeline
Snowden Capital Advisors LLC76,685$3.37M0.1%-2,91213F-HRTimeline
Visionary Wealth Advisors75,656$3.32M0.17%-20,00213F-HRTimeline
BCGM Wealth Management, LLC75,570$3.32M0.94%+1,62013F-HRTimeline
Betterment LLC74,432$3.27M0.01%+2,46813F-HRTimeline
World Investment Advisors73,957$3.25M0.07%-5,84513F-HRTimeline
Harvest Investment Services, LLC73,678$3.23M0.72%+16,69213F-HRTimeline
Blackhawk Capital Partners, LLC72,510$3.18M1.47%+4,51113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC68,012$2.99M0.08%-95013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC67,340$2.96M0.08%+25,92813F-HRTimelineGroup
Westside Investment Management, Inc.66,475$2.92M0.54%+3,31813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …65,309$2.87M0.04%-5,23813F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…64,039$2.81M0.52%-4,08913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp64,007$2.81M<0.01%+2,43613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…63,748$2.8M0.05%+71113F-HRTimelineGroup
Cannon Financial Strategists, Inc.62,129$2.73M0.43%-12,42713F-HRTimeline
Farther Finance Advisors, LLC61,514$2.7M0.05%-14,14213F-HRTimeline
First Financial Group Corp58,531$2.57M2.51%-2,55013F-HRTimeline
Global View Capital Management LLC58,055$2.55M0.81%-54713F-HRTimeline
COMERICA BANK57,135$2.51M0.01%-17,55913F-HRTimeline
Sigma Planning Corp56,906$2.5M0.08%-18,35213F-HRTimeline
RFG Advisory, LLC56,634$2.49M0.06%+3,98613F-HRTimeline
LaSalle St. Investment Advisors, LLC56,448$2.48M0.68%-2,85413F-HRTimeline
Retirement Planning Group, LLC55,799$2.45M0.1%+8,33413F-HRTimeline
Orion Porfolio Solutions, LLC54,442$2.39M0.02%-6,76713F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…53,910$2.37M0.12%-137,97913F-HRTimelineGroup
Csenge Advisory Group54,336$2.36M0.12%-79213F-HRTimeline
PFG Advisors52,829$2.32M0.11%-14,12613F-HRTimeline
Steward Partners Investment Advisory, L…52,553$2.31M0.02%-365,21413F-HRTimeline
Core Wealth Partners LLC51,893$2.28M1.16%+30,99213F-HRTimeline
RDA Financial Network51,864$2.28M0.61%+2,09213F-HRTimeline
Golden State Wealth Management, LLC51,751$2.27M0.28%-2,07213F-HRTimeline
WealthCare Investment Partners, LLC51,795$2.27M0.82%+3,96213F-HRTimeline
AE Wealth Management LLC50,228$2.2M0.02%-10,93213F-HRTimeline
D.A. DAVIDSON & CO.47,611$2.09M0.01%-11,03913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,894$2.06M<0.01%-213,40613F-HRTimelineGroup
MGO ONE SEVEN LLC46,263$2.03M0.07%-1,86213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…46,375$2.03M<0.01%-5,28313F-HRTimeline
Intrua Financial, LLC45,700$2.01M0.29%-19,96113F-HRTimeline
U.S. Capital Wealth Advisors, LLC44,001$1.93M0.06%-41713F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC43,916$1.93M0.26%-1,41513F-HRTimeline
Integrated Wealth Concepts LLC43,257$1.9M0.02%-63,99613F-HRTimeline
Maia Wealth LLC43,048$1.89M0.36%-3,69313F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC42,846$1.88M0.86%-3,33413F-HRTimeline
Signature Wealth Management Group42,512$1.87M0.74%-62913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV37,897$1.66M0.12%-1,10213F-HRTimeline
BEACON FINANCIAL GROUP37,564$1.65M0.17%-32213F-HRTimeline
QTR Family Wealth, LLC37,393$1.64M1.02%-5,50013F-HRTimeline
Acorn Wealth Advisors, LLC37,391$1.64M0.61%-53613F-HRTimeline
NewSquare Capital LLC37,174$1.63M0.12%+6,94213F-HRTimeline
Gladstone Institutional Advisory LLC36,560$1.6M0.07%-11,15513F-HRTimeline
IFG Advisory, LLC36,050$1.58M0.08%-3,72513F-HRTimeline
HCR Wealth Advisors35,326$1.55M0.18%-3813F-HRTimeline
Bramshill Investments, LLC34,500$1.51M0.16%-70,50013F-HRTimeline
Western Wealth Management, LLC34,236$1.5M0.09%-1,98613F-HRTimeline
Beacon Pointe Advisors, LLC33,935$1.49M0.02%+51213F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC33,485$1.47M1.11%-2,28813F-HRTimeline
Andina Capital Management, LLC33,010$1.45M1.01%-87,00813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC32,353$1.42M0.01%new13F-HRTimelineGroup
Advance Capital Management, Inc.32,226$1.41M0.06%-57813F-HRTimeline
WEST MICHIGAN ADVISORS, LLC32,038$1.41M0.4%+3913F-HRTimeline
Pinnacle Family Advisors, LLC30,855$1.35M0.66%-14,73113F-HRTimeline
Allen Capital Group, LLC30,021$1.32M0.14%-1,32713F-HRTimeline
Gateway Wealth Partners, LLC29,051$1.28M0.24%-20,64713F-HRTimeline
Ausdal Financial Partners, Inc.28,559$1.25M0.08%+5,30713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…28,379$1.25M<0.01%-1,004,34313F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management28,357$1.24M0.02%+1,57713F-HRTimelineGroup
IHT Wealth Management, LLC27,149$1.19M0.03%-1,96113F-HRTimeline
Claris Financial LLC26,813$1.18M0.89%-4,95013F-HRTimeline
Richmond Investment Services, LLC26,758$1.17M0.25%+13,54013F-HRTimeline
Foundations Investment Advisors, LLC26,403$1.16M0.02%-7513F-HRTimeline
Cyndeo Wealth Partners, LLC24,822$1.09M0.06%-98013F-HRTimeline
United Advisor Group, LLC24,311$1.07M0.18%-1,31613F-HRTimeline
Creative Planningin group Creative Planning24,048$1.06M<0.01%-14,23913F-HRTimelineGroup
WCG Wealth Advisors LLC23,913$1.05M0.07%+20013F-HRTimeline
CLG LLC23,792$1.04M0.33%-6,40913F-HRTimeline
Waverly Advisors, LLC23,486$1.03M0.01%013F-HRTimeline
Cambridge Advisors Inc.22,632$993K0.21%-7,45313F-HRTimeline
Clear Creek Financial Management, LLC22,450$985K0.09%+96413F-HRTimeline
CONDOR CAPITAL MANAGEMENT22,081$969K0.08%013F-HRTimeline
Maridea Wealth Management LLC21,793$956K0.25%new13F-HRTimeline
Financial Advocates Investment Manageme…20,963$920K0.08%-113,69713F-HRTimeline
EQ LLC20,790$912K0.35%-88813F-HRTimeline
Laraway Financial Advisors Inc20,739$910K0.69%-56213F-HRTimeline
Holos Integrated Wealth LLC20,568$902K0.54%-6,57113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.20,201$887K0.04%-3,52713F-HRTimelineGroup
Advisory Alpha, LLC20,053$880K0.03%-3,88413F-HRTimeline
Clarity Capital Partners LLC19,290$847K0.3%-20,72913F-HRTimeline
Walkner Condon Financial Advisors LLC18,444$809K0.15%-1,21613F-HRTimeline
Integrated Advisors Network LLC18,322$804K0.04%+2,83113F-HRTimeline
Comprehensive Financial Consultants Ins…17,957$788K0.26%-44913F-HRTimeline
GSG Advisors LLC17,873$784K0.23%+7213F-HRTimeline
L.M. KOHN & COMPANY17,444$766K0.21%+20213F-HRTimeline
Atria Wealth Solutions, Inc.17,423$765K0.02%-118,09213F-HRTimeline
First PREMIER Bank17,170$754K0.18%-54013F-HRTimeline
CRUX WEALTH ADVISORS17,146$753K0.32%-34,15113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC16,603$729K0.35%-215,14013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC15,969$701K0.05%-50213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …15,897$698K0.03%-43113F-HRTimelineGroup
Collaborative Wealth Managment Inc.15,693$689K0.3%-4,89013F-HRTimeline
Pinnacle Bancorp, Inc.15,353$674K0.21%013F-HRTimeline
Mach-1 Financial Group, LLC15,104$663K0.19%+8,09613F-HRTimeline
Perigon Wealth Management, LLC14,923$655K0.02%-1013F-HRTimeline
Beck Bode, LLC14,889$653K0.11%-16,44513F-HRTimeline
Entruity Wealth, LLC14,614$641K0.55%+87813F-HRTimeline
LANARK FINANCIAL, INC.14,412$632K0.05%+12713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,114$619K0.02%-53,38113F-HRTimelineGroup
NewEdge Wealth, LLC14,029$617K0.01%-10,93013F-HRTimeline
CoreCap Advisors, LLC13,939$612K0.02%-1,00613F-HRTimeline