FIRST TR EXCHNG TRADED FD VI FIXD
TCW OPPORTUNIS · ETP · CUSIP 33740F805
286
institutional holders
61.6m
shares reported held*
$2.7bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $43.56. Options: 2 managers hold calls ($5.0k notional), 0 hold puts (—).
Biggest calls
| SIMPLEX TRADING, LLC | — | $5.0k1.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.03% of their portfolio | 5.7m $247.8m | — |
| Advance Capital Management, Inc. 29.88% of their portfolio | 5.6m $244.5m | — |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10.14% of their portfolio | 5.0m $215.7m | — |
| LPL Financial LLC 0.19% of their portfolio | 4.4m $192.8m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio | 2.6m $112.7m | — |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 2.5m $108.8m | — |
| Raymond James Financial Services Advisors, Inc. 0.17% of their portfolio | 1.7m $76.0m | — |
| Horizon Investments, LLC 2.10% of their portfolio | 1.6m $67.5m | — |
| Bogart Wealth, LLC 5.17% of their portfolio | 1.4m $61.9m | — |
| OSAIC HOLDINGS, INC. 0.12% of their portfolio | 1.2m $53.8m | — |
| RAYMOND JAMES & ASSOCIATES 0.05% of their portfolio | 1.2m $50.2m | — |
| UBS Group AG 0.03% of their portfolio | 1.1m $49.5m | — |
| LVZ, Inc. 8.57% of their portfolio | 1.1m $49.3m | — |
| Kowal Investment Group, LLC 13.14% of their portfolio | 891.0k $38.8m | — |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 886.0k $38.6m | — |
| Private Advisor Group, LLC 0.41% of their portfolio | 815.9k $35.5m | — |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 688.1k $30.0m | — |
| Allen Capital Group, LLC 6.02% of their portfolio | 597.6k $26.0m | — |
| HANTZ FINANCIAL SERVICES, INC. 0.90% of their portfolio | 595.9k $25.9m | — |
| Larson Financial Group LLC 3.57% of their portfolio | 577.2k $25.1m | — |
| American Financial Advisors, LLC 4.21% of their portfolio | 560.5k $24.4m | — |
| AFFINITY WEALTH MANAGEMENT LLC 5.94% of their portfolio | 548.1k $23.9m | — |
| Bluespring Wealth Management, LLC 3.38% of their portfolio | 535.4k $23.3m | — |
| AE Wealth Management LLC 0.17% of their portfolio | 505.3k $22.0m | — |
| Cetera Investment Advisers 0.33% of their portfolio | 467.6k $20.4m | — |
| Spire Wealth Management 1.20% of their portfolio | 453.1k $19.7m | — |
| Thrivent Financial for Lutherans 0.05% of their portfolio | 430.8k $18.8m | — |
| Sweet Financial Partners, LLC 5.85% of their portfolio | 421.6k $18.4m | — |
| Drake & Associates, LLC 9.76% of their portfolio | 393.8k $17.1m | — |
| FDx Advisors, Inc. 0.74% of their portfolio | 379.6k $16.5m | — |
| Cambridge Investment Research Advisors, Inc. 0.09% of their portfolio | 361.0k $15.7m | — |
| PFS INVESTMENTS INC. 0.32% of their portfolio | 358.0k $15.6m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio | 355.1k $15.5m | — |
| Rehmann Capital Advisory Group 1.55% of their portfolio | 320.8k $14.0m | — |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 319.3k $13.9m | — |
| Edmonds Duncan Registered Investment Advisors, LLC 4.76% of their portfolio | 308.9k $13.5m | — |
| Kestra Advisory Services, LLC 0.14% of their portfolio | 308.7k $13.4m | — |
| Eldridge Investment Advisors, Inc. 5.17% of their portfolio | 306.3k $13.3m | — |
| Intrua Financial, LLC 3.34% of their portfolio | 287.7k $12.5m | — |
| Csenge Advisory Group 0.99% of their portfolio | 275.1k $12.0m | — |
| Seascape Capital Management 7.78% of their portfolio | 261.1k $11.4m | — |
| HARBOUR INVESTMENTS, INC. 0.81% of their portfolio | 259.0k $12.0m | — |
| Darwin Wealth Management, LLC 2.77% of their portfolio | 259.0k $11.1m | — |
| ICA Group Wealth Management, LLC 2.39% of their portfolio | 258.8k $11.3m | — |
| Bank of New York Mellon Corp 0.00% of their portfolio | 254.3k $11.1m | — |
| CWM, LLC 0.08% of their portfolio | 242.8k $10.6m | — |
| IFP Advisors, Inc 0.31% of their portfolio | 242.8k $12.0m | — |
| Gladstone Institutional Advisory LLC 0.81% of their portfolio | 237.7k $10.4m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.15% of their portfolio | 228.6k $10.0m | — |
| BEACON FINANCIAL GROUP 1.54% of their portfolio | 226.0k $9.9m | — |
| Janney Montgomery Scott LLC 0.04% of their portfolio | 223.9k $9.7m | — |
| Atria Wealth Solutions, Inc. 0.17% of their portfolio | 223.7k $9.7m | — |
| TRUIST FINANCIAL CORP 0.02% of their portfolio | 221.9k $9.7m | — |
| Cetera Advisor Networks LLC 0.11% of their portfolio | 212.5k $9.3m | — |
| Financial Advocates Investment Management 0.75% of their portfolio | 211.3k $8.6m | — |
| Cornerstone Wealth Management, LLC 1.02% of their portfolio | 210.5k $9.2m | — |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 205.3k $8.9m | — |
| FSB PREMIER WEALTH MANAGEMENT, INC. 4.98% of their portfolio | 195.6k $8.5m | — |
| Ameritas Advisory Services, LLC 0.50% of their portfolio | 192.0k $8.4m | — |
| Steward Partners Investment Advisory, LLC 0.16% of their portfolio | 190.7k $8.3m | — |
| MML INVESTORS SERVICES, LLC 0.06% of their portfolio | 187.3k $8.2m | — |
| Triumph Capital Management 4.38% of their portfolio | 184.6k $8.0m | — |
| ERn Financial, LLC 2.01% of their portfolio | 180.1k $7.8m | — |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC 7.73% of their portfolio | 179.2k $7.8m | — |
| Snowden Capital Advisors LLC 0.33% of their portfolio | 169.4k $7.4m | — |
| Atlas Private Wealth Management, LLC 5.34% of their portfolio | 169.4k $7.4m | — |
| Sigma Planning Corp 0.28% of their portfolio | 167.0k $7.3m | — |
| Arkadios Wealth Advisors 1.08% of their portfolio | 163.5k $7.1m | — |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.41% of their portfolio | 161.9k $7.0m | — |
| GDS Wealth Management 1.53% of their portfolio | 158.3k $6.9m | — |
| Walkner Condon Financial Advisors LLC 2.14% of their portfolio | 152.5k $6.6m | — |
| SignalPoint Asset Management, LLC 2.46% of their portfolio | 148.3k $6.5m | — |
| USAdvisors Wealth Management, LLC 3.28% of their portfolio | 147.0k $6.4m | — |
| Legacy Capital Wealth Partners, LLC 3.28% of their portfolio | 142.0k $6.2m | — |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC 0.26% of their portfolio | 140.6k $6.1m | — |
| NorthLanding Financial Partners, LLC 4.82% of their portfolio | 140.3k $6.1m | — |
| Regal Investment Advisors LLC 0.64% of their portfolio | 138.0k $6.0m | — |
| Capital Planning LLC 3.31% of their portfolio | 134.0k $5.8m | — |
| CENTAURUS FINANCIAL, INC. 0.56% of their portfolio | 132.9k $5.8m | — |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 131.6k $5.7m | — |
| Stratos Wealth Advisors, LLC 0.60% of their portfolio | 130.9k $5.7m | — |
| NewEdge Advisors, LLC 0.09% of their portfolio | 130.7k $5.7m | — |
| Cetera Advisors LLC 0.12% of their portfolio | 124.5k $5.4m | — |
| OneDigital Investment Advisors LLC 0.19% of their portfolio | 117.4k $5.1m | — |
| Baird Financial Group, Inc. 0.01% of their portfolio | 115.9k $5.0m | — |
| SILVER OAK SECURITIES, INCORPORATED 1.05% of their portfolio | 114.4k $4.8m | — |
| Ausdal Financial Partners, Inc. 0.77% of their portfolio | 112.8k $4.9m | — |
| LexAurum Advisors, LLC 1.86% of their portfolio | 110.7k $4.8m | — |
| Landmark Wealth Management, LLC 3.59% of their portfolio | 108.8k $4.7m | — |
| Opes Wealth Management LLC 1.85% of their portfolio | 106.3k $4.6m | — |
| Cannon Financial Strategists, Inc. 1.82% of their portfolio | 106.1k $4.6m | — |
| US BANCORP \DE\ 0.01% of their portfolio | 105.4k $4.6m | — |
| HighTower Advisors, LLC 0.01% of their portfolio | 97.4k $4.2m | — |
| HOWARD FINANCIAL SERVICES, LTD. 1.37% of their portfolio | 97.2k $4.2m | — |
| GREAT VALLEY ADVISOR GROUP, INC. 0.23% of their portfolio | 94.7k $4.1m | — |
| Stratos Wealth Partners, LTD. 0.11% of their portfolio | 94.0k $4.1m | — |
| Pinnacle Family Advisors, LLC 3.50% of their portfolio | 92.9k $4.0m | — |
| Forbes Financial Planning, Inc. 5.74% of their portfolio | 90.6k $3.9m | — |
| FOUNDERS FINANCIAL SECURITIES LLC 0.67% of their portfolio | 87.1k $3.8m | — |
| Mutual Advisors, LLC 0.19% of their portfolio | 86.0k $3.7m | — |