FIXD FIRST TR EXCHNG TRADED FD VI
FollowTCW OPPORTUNIS (fund)
Filings received so far for Q3 2026: 12 13F filers report a position in FIXD shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| PARK NATIONAL CORP /OH/ | 739,505 | $30.5M | 0.83% | +108,723 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 198,246 | $8.18M | 0.24% | +42,816 | 13F-HRTimeline |
| Capital Planning LLC | 90,228 | $3.72M | 0.99% | +545 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 52,488 | $2.17M | 0.02% | -4,130 | 13F-HRTimeline |
| INSPIRION WEALTH ADVISORS, LLC | 22,626 | $934K | 0.11% | -1,046 | 13F-HRTimeline |
| Sound Income Strategies, LLC | 10,712 | $444K | 0.02% | -679 | 13F-HRTimeline |
| Cooper Financial Group | 7,013 | $289K | 0.02% | +75 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 6,089 | $251K | 0.02% | -983 | 13F-HRTimeline |
| TrueWealth Advisors, LLC | 5,589 | $231K | 0.05% | -755 | 13F-HRTimeline |
| GK Wealth Management LLC | 1,415 | $58.4K | 0.03% | new | 13F-HRTimeline |
| AMERICAN NATIONAL BANK & TRUST | 198 | $8.17K | <0.01% | 0 | 13F-HRTimeline |
| CX Institutional | 34 | $1K | <0.01% | new | 13F-HRTimeline |