FIRST TRUST TCW OPP FIXED IN (FIXD) Top Institutional Shareholders
FIRST TRUST TCW OPP FIXED IN (FIXD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $2.55B in FIXD holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FIXD tracked by InsiderSet, reporting ownership valued at approximately $388.25M in its March 31, 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 $388.41M, representing an estimated gain of +0.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% 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
318
Total Reported Value
$2.55B
Largest Holder
Morgan Stanley
Largest Position
$388.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
47
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% | 8,906,859 | $388,250,026 | $388,406,745 | +$156,719 | +0.04% | |
| Lpl Financial Llc | 0.09% | 8,092,909 | $352,769,885 | $352,912,339 | +$142,454 | +0.04% | |
| Wells Fargo & Company/Mn | 0.05% | 5,954,859 | $259,572,336 | $259,677,109 | +$104,773 | +0.04% | |
| Raymond James Financial Inc | 0.04% | 2,816,876 | $122,787,610 | $122,837,202 | +$49,592 | +0.04% | |
| Ameriprise Financial Inc | 0.02% | 2,312,968 | $100,824,382 | $100,862,983 | +$38,601 | +0.04% | |
| Envestnet Asset Management Inc | 0.03% | 2,261,190 | $98,565,291 | $98,605,069 | +$39,778 | +0.04% | |
| Hightower Advisors, Llc | 0.08% | 1,640,667 | $71,516,846 | $71,545,550 | +$28,704 | +0.04% | |
| Royal Bank Of Canada | 0.01% | 1,537,064 | $67,000,000 | $67,027,672 | +$27,672 | +0.04% | |
| Ubs Group Ag | 0.01% | 1,535,593 | $66,936,499 | $66,963,525 | +$27,026 | +0.04% | |
| Truist Financial Corp | 0.07% | 1,200,067 | $52,310,930 | $52,332,042 | +$21,112 | +0.04% | |
| Cetera Investment Advisers | 0.04% | 945,688 | $41,222,529 | $41,239,184 | +$16,655 | +0.04% | |
| Bank Of America Corp | 0.00% | 915,602 | $39,911,081 | $39,927,206 | +$16,125 | +0.04% | |
| Geneos Wealth Management Inc. | 0.87% | 856,734 | $37,345,052 | $37,360,114 | +$15,062 | +0.04% | |
| Commonwealth Financial Services, Llc | 5.41% | 784,257 | $34,185,764 | $34,199,566 | +$13,802 | +0.04% | |
| Osaic Holdings, Inc. | 0.05% | 759,099 | $33,092,514 | $33,102,486 | +$9,972 | +0.03% | |
| &Partners | 0.16% | 731,650 | $31,887,672 | $31,905,501 | +$17,829 | +0.06% | |
| Gds Wealth Management | 1.80% | 685,735 | $29,891,203 | $29,903,258 | +$12,055 | +0.04% | |
| Arax Advisory Partners | 0.79% | 638,957 | $27,852,123 | $27,863,381 | +$11,258 | +0.04% | |
| Great Lakes Retirement, Inc. | 2.88% | 638,192 | $27,818,791 | $27,830,021 | +$11,230 | +0.04% | |
| Stifel Financial Corp | 0.02% | 571,263 | $24,901,587 | $24,911,408 | +$9,821 | +0.04% | |
| Baird Financial Group, Inc. | 0.04% | 538,337 | $23,466,110 | $23,475,585 | +$9,475 | +0.04% | |
| Prospera Financial Services Inc | 0.38% | 535,827 | $23,361,517 | $23,366,129 | +$4,612 | +0.02% | |
| Park National Corp | 0.65% | 489,876 | $21,353,694 | $21,362,317 | +$8,623 | +0.04% | |
| Commonwealth Equity Services, Llc | 0.03% | 459,424 | $20,026,278 | $20,034,378 | +$8,100 | +0.04% | |
| Tcp Asset Management, Llc | 2.36% | 421,943 | $18,392,495 | $18,399,922 | +$7,427 | +0.04% | |
| Per Stirling Capital Management, Llc. | 2.02% | 419,909 | $18,303,845 | $18,311,224 | +$7,379 | +0.04% | |
| Susquehanna International Group, Llp | 0.02% | 406,943 | $17,738,645 | $17,745,808 | +$7,163 | +0.04% | |
| Jane Street Group, Llc | 0.02% | 393,924 | $17,171,147 | $17,178,080 | +$6,933 | +0.04% | |
| Alpha Financial Advisors, Llc | 5.09% | 380,905 | $16,603,647 | $16,610,353 | +$6,706 | +0.04% | |
| Dominguez Wealth Management Solutions, Inc. | 8.64% | 327,078 | $14,257,348 | $14,263,087 | +$5,739 | +0.04% | |
| Rockefeller Capital Management L.P. | 0.02% | 250,504 | $10,919,470 | $10,923,878 | +$4,408 | +0.04% | |
| Triumph Capital Management | 2.07% | 233,818 | $10,192,140 | $10,196,242 | +$4,102 | +0.04% | |
| First Trust Advisors Lp | 0.01% | 230,370 | $10,041,810 | $10,045,883 | +$4,073 | +0.04% | |
| Mml Investors Services, Llc | 0.03% | 230,133 | $10,031,508 | $10,035,548 | +$4,040 | +0.04% | |
| Lexaurum Advisors, Llc | 1.27% | 225,414 | $9,825,803 | $9,829,764 | +$3,961 | +0.04% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 219,005 | $9,546,426 | $9,550,282 | +$3,856 | +0.04% | |
| Mariner, Llc | 0.01% | 208,402 | $9,084,248 | $9,087,911 | +$3,663 | +0.04% | |
| Mgo One Seven Llc | 0.18% | 206,779 | $9,013,516 | $9,017,136 | +$3,620 | +0.04% | |
| Ifp Advisors, Inc | 0.19% | 206,631 | $9,007,045 | $9,010,682 | +$3,637 | +0.04% | |
| Benjamin Edwards Inc | 0.09% | 199,500 | $8,698,135 | $8,699,716 | +$1,581 | +0.02% | |
| Twin Peaks Wealth Advisors, Llc | 2.08% | 189,770 | $8,272,223 | $8,275,414 | +$3,191 | +0.04% | |
| Integrated Wealth Concepts Llc | 0.07% | 189,328 | $8,252,809 | $8,256,140 | +$3,331 | +0.04% | |
| Landmark Wealth Management, Llc | 2.19% | 187,923 | $8,191,568 | $8,194,871 | +$3,303 | +0.04% | |
| Sanctuary Advisors, Llc | 0.04% | 176,872 | $7,709,832 | $7,712,963 | +$3,131 | +0.04% | |
| Rfg Advisory, Llc | 0.13% | 165,228 | $7,202,288 | $7,205,197 | +$2,909 | +0.04% | |
| Independent Financial Group, Llc | 0.09% | 138,380 | $7,055,520 | $6,034,420 | -$1,021,100 | -14.47% | |
| Kestra Advisory Services, Llc | 0.03% | 152,623 | $6,652,856 | $6,655,523 | +$2,667 | +0.04% | |
| Newedge Advisors, Llc | 0.29% | 728,542 | $6,343,055 | $31,769,968 | +$25,426,913 | +400.86% | |
| Corecap Advisors, Llc | 0.20% | 137,923 | $6,012,064 | $6,014,491 | +$2,427 | +0.04% | |
| Ern Financial, Llc | 1.12% | 136,327 | $5,942,502 | $5,944,893 | +$2,391 | +0.04% |
Frequently asked questions about FIXD
Who owns the most FIXD stock?
The largest holders of FIXD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST TCW OPP FIXED IN (FIXD).
Is FIXD widely held by superinvestors?
Many widely followed stocks like FIXD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FIXD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.