FIXD Institutional Ownership & Shareholders
FIRST TRUST TCW OPP FIXED IN (FIXD) is currently held by 308 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.42B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FIXD tracked by InsiderSet, reporting ownership valued at approximately $404.33M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $389.03M, representing an estimated loss of -3.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed FIXD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST TCW OPP FIXED IN (FIXD).
This page ranks the largest institutional FIXD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
308
Total Reported Value
$2.42B
Largest Holder
Morgan Stanley
Largest Position
$404.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
17
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.02% | 9,271,481 | $404,329,348 | $389,031,343 | -$15,298,005 | -3.78% | |
| Lpl Financial Llc | 0.07% | 7,240,550 | $315,760,361 | $303,813,478 | -$11,946,883 | -3.78% | |
| Wells Fargo & Company/Mn | 0.04% | 4,756,148 | $207,415,607 | $199,567,970 | -$7,847,637 | -3.78% | |
| Envestnet Asset Management Inc | 0.02% | 2,317,649 | $101,072,652 | $97,248,552 | -$3,824,100 | -3.78% | |
| Raymond James Financial Inc | 0.03% | 2,169,904 | $94,629,503 | $91,049,172 | -$3,580,331 | -3.78% | |
| Ameriprise Financial Inc | 0.02% | 1,710,220 | $74,594,493 | $71,760,831 | -$2,833,662 | -3.80% | |
| Ubs Group Ag | 0.01% | 1,531,195 | $66,775,414 | $64,248,942 | -$2,526,472 | -3.78% | |
| Royal Bank Of Canada | 0.01% | 1,519,654 | $66,272,000 | $63,764,682 | -$2,507,318 | -3.78% | |
| Truist Financial Corp | 0.07% | 1,312,579 | $56,204,648 | $55,075,815 | -$1,128,833 | -2.01% | |
| Newedge Advisors, Llc | 0.14% | 1,073,904 | $46,832,937 | $45,061,012 | -$1,771,925 | -3.78% | |
| Bank Of America Corp | 0.00% | 943,810 | $41,159,575 | $39,602,268 | -$1,557,307 | -3.78% | |
| Cetera Investment Advisers | 0.04% | 940,552 | $41,017,455 | $39,465,562 | -$1,551,893 | -3.78% | |
| Geneos Wealth Management Inc. | 0.79% | 887,302 | $38,695,245 | $37,231,192 | -$1,464,053 | -3.78% | |
| Gds Wealth Management | 1.62% | 879,142 | $36,282,209 | $36,888,798 | +$606,589 | +1.67% | |
| &Partners | 0.15% | 819,967 | $35,362,041 | $34,405,815 | -$956,226 | -2.70% | |
| Osaic Holdings, Inc. | 0.04% | 807,975 | $35,240,178 | $33,902,631 | -$1,337,547 | -3.80% | |
| Arax Advisory Partners | 0.21% | 723,246 | $31,540,784 | $30,347,402 | -$1,193,382 | -3.78% | |
| Park National Corp | 0.83% | 739,505 | $30,519,371 | $31,029,630 | +$510,259 | +1.67% | |
| Great Lakes Retirement, Inc. | 2.44% | 676,315 | $27,911,512 | $28,378,177 | +$466,665 | +1.67% | |
| Thrivent Financial For Lutherans | 0.04% | 609,036 | $26,560,000 | $25,555,151 | -$1,004,849 | -3.78% | |
| Baird Financial Group, Inc. | 0.04% | 602,672 | $26,282,526 | $25,288,117 | -$994,409 | -3.78% | |
| Prospera Financial Services Inc | 0.33% | 526,865 | $22,982,115 | $22,107,255 | -$874,860 | -3.81% | |
| Stifel Financial Corp | 0.02% | 514,423 | $22,434,271 | $21,585,189 | -$849,082 | -3.78% | |
| Steward Partners Investment Advisory, Llc | 0.11% | 500,399 | $21,822,382 | $20,996,742 | -$825,640 | -3.78% | |
| Citadel Advisors Llc | 0.01% | 485,591 | $21,176,624 | $20,375,398 | -$801,226 | -3.78% | |
| Tcp Asset Management, Llc | 2.25% | 483,288 | $19,945,316 | $20,278,764 | +$333,448 | +1.67% | |
| Per Stirling Capital Management, Llc. | 1.75% | 421,122 | $18,365,126 | $17,670,279 | -$694,847 | -3.78% | |
| Leclair Wealth Partners Llc | 9.28% | 410,941 | $17,921,151 | $17,243,084 | -$678,067 | -3.78% | |
| Commonwealth Equity Services, Llc | 0.02% | 402,503 | $16,611,286 | $16,889,026 | +$277,740 | +1.67% | |
| Vise Technologies, Inc. | 0.11% | 332,155 | $13,708,056 | $13,937,224 | +$229,168 | +1.67% | |
| Mml Investors Services, Llc | 0.02% | 276,076 | $12,039,654 | $11,584,149 | -$455,505 | -3.78% | |
| Rockefeller Capital Management L.P. | 0.02% | 264,896 | $11,552,155 | $11,115,036 | -$437,119 | -3.78% | |
| First Trust Advisors Lp | 0.01% | 257,271 | $11,219,572 | $10,795,091 | -$424,481 | -3.78% | |
| Lexaurum Advisors, Llc | 1.22% | 264,851 | $10,930,384 | $11,113,148 | +$182,764 | +1.67% | |
| Janney Montgomery Scott Llc | 0.02% | 224,104 | $9,773,000 | $9,403,404 | -$369,596 | -3.78% | |
| Susquehanna International Group, Llp | 0.01% | 223,997 | $9,768,509 | $9,398,914 | -$369,595 | -3.78% | |
| Triumph Capital Management | 1.70% | 231,254 | $9,543,837 | $9,703,418 | +$159,581 | +1.67% | |
| Benjamin Edwards Inc | 0.09% | 216,753 | $9,454,448 | $9,094,956 | -$359,492 | -3.80% | |
| Integrated Wealth Concepts Llc | 0.06% | 201,339 | $8,780,398 | $8,448,184 | -$332,214 | -3.78% | |
| Landmark Wealth Management, Llc | 2.08% | 208,872 | $8,620,147 | $8,764,269 | +$144,122 | +1.67% | |
| Corecap Advisors, Llc | 0.24% | 198,246 | $8,181,612 | $8,318,402 | +$136,790 | +1.67% | |
| Twin Peaks Wealth Advisors, Llc | 1.85% | 187,558 | $8,179,394 | $7,869,934 | -$309,460 | -3.78% | |
| Mgo One Seven Llc | 0.13% | 192,709 | $7,953,099 | $8,086,070 | +$132,971 | +1.67% | |
| Sanctuary Advisors, Llc | 0.04% | 179,003 | $7,806,318 | $7,510,966 | -$295,352 | -3.78% | |
| Jane Street Group, Llc | 0.00% | 176,885 | $7,713,955 | $7,422,095 | -$291,860 | -3.78% | |
| Mariner, Llc | 0.01% | 171,321 | $7,471,313 | $7,188,629 | -$282,684 | -3.78% | |
| Ifp Advisors, Inc | 0.11% | 163,073 | $6,730,023 | $6,842,543 | +$112,520 | +1.67% | |
| Ern Financial, Llc | 0.98% | 144,918 | $5,980,741 | $6,080,759 | +$100,018 | +1.67% | |
| Kestra Advisory Services, Llc | 0.02% | 144,877 | $5,979,086 | $6,079,039 | +$99,953 | +1.67% | |
| Pine Valley Investments Ltd Liability Co | 0.24% | 131,498 | $5,734,632 | $5,517,656 | -$216,976 | -3.78% |
Frequently asked questions about FIXD
Who are the largest institutional holders of FIXD?
The largest institutional holders of FIXD reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, Envestnet Asset Management Inc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported FIXD position.
What is FIXD institutional ownership?
This page tracks FIXD positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST TCW OPP FIXED IN (FIXD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FIXD?
InsiderSet currently tracks 308 institutional managers reporting FIXD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FIXD shareholders.
How much FIXD stock do institutions own?
Institutional investment managers disclosed approximately $2.42B in FIXD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FIXD institutional ownership last updated?
The latest FIXD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FIXD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FIXD position after the reporting date.
Are institutions buying or selling FIXD?
Institutional buying and selling can be analyzed by comparing FIXD positions across consecutive 13F reporting periods. InsiderSet's FIXD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FIXD ownership changes.
How has FIXD institutional ownership changed over time?
InsiderSet tracks FIXD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.