13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
FIXD

First Tr TCW Opportunistic Fixed Inc ETF

338 institutions still hold First Tr TCW Opportunistic Fixed Inc ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740f805·338 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.6%
vs prior quarter
13F value held
$1.9B
60.0% inst. owned
of float
Holders
338
+12 QoQ
filers reporting
Activity
+87 / −63
+909 added · −789 reduced
this quarter
Concentration
20.21%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

338 institutions reported FIXD in Q1 2026. MORGAN STANLEY leads at 20.2% of the visible book. +12 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$388M8.9M0.02%Q1 202602
LPL Financial LLC
CIK 0001403438
$353M8.1M0.09%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$260M6.0M0.05%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$123M2.8M0.04%Q1 202605
AMERIPRISE FINANCIAL INC
CIK 0000820027
$101M2.3M0.02%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$99M2.3M0.03%Q1 202607
HighTower Advisors, LLC
CIK 0001462245
$72M1.6M0.08%Q1 202608
ROYAL BANK OF CANADA
CIK 0001000275
$67M1.5M0.01%Q1 202609
UBS Group AG
CIK 0001610520
$67M1.5M0.01%Q1 202610
TRUIST FINANCIAL CORP
CIK 0000092230
$52M1.2M0.07%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$41M946K0.04%Q1 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$40M916K0.00%Q1 202613
NewEdge Advisors, LLC
CIK 0001633516
$37M857K0.14%Q1 202614
Geneos Wealth Management Inc.
CIK 0001764754
$37M857K0.87%Q1 202615
Commonwealth Financial Services, LLC
CIK 0001536755
$34M784K5.41%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$33M759K0.05%Q1 202617
&PARTNERS
CIK 0000107136
$32M732K0.16%Q1 202618
GDS Wealth Management
CIK 0001940869
$30M686K1.80%Q1 202619
Arax Advisory Partners
CIK 0001586767
$28M639K0.79%Q1 202620
Great Lakes Retirement, Inc.
CIK 0001801667
$28M638K2.88%Q1 2026
Page 1 of 17
318 more holders available. Log in →