FIRST TRUST TCW OPP FIXED IN (FIXD) Institutional Ownership Changes & 13F Activity
FIRST TRUST TCW OPP FIXED IN (FIXD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Susquehanna International Group, Llp, Integrated Wealth Concepts Llc, Larson Financial Group Llc, Royal Bank Of Canada, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +23,999 | +0.4% | 5,954,859 | $259.57M | Q1 2026 | Jul 08, 2026 |
| Leigh Baldwin & Co., Llc | Sell | -295 | -4.8% | 5,883 | $256.44K | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Sell | -7,394 | -14.9% | 42,301 | $1.84M | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Sell | -98,836 | -9.7% | 915,602 | $39.91M | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Sell | -90,393 | -68.1% | 42,405 | $1.85M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Sell | -49,407 | -6.4% | 728,542 | $6.34M | Q1 2026 | May 18, 2026 |
| Ifs Group,Llc | Buy | +17,835 | — | 17,835 | $777.44K | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +6,324 | — | 6,324 | $275.63K | Q1 2026 | May 18, 2026 |
| Claris Financial Llc | Sell | -135 | -0.5% | 25,368 | $1.11M | Q1 2026 | May 18, 2026 |
| Susquehanna International Group, Llp | Buy | +372,873 | +1094.4% | 406,943 | $17.74M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +147,423 | +351.8% | 189,328 | $8.25M | Q1 2026 | May 15, 2026 |
| Larson Financial Group Llc | Sell | -103,736 | -45.8% | 122,787 | $5.35M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +102,253 | +7.1% | 1,537,064 | $67.00M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -82,244 | -9.8% | 759,099 | $33.09M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -64,463 | -52.8% | 57,607 | $2.51M | Q1 2026 | May 15, 2026 |
| Old Mission Capital Llc | Buy | +51,670 | — | 51,670 | $2.25M | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +51,541 | +7.6% | 731,650 | $31.89M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +47,710 | +0.5% | 8,906,859 | $388.25M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +41,595 | — | 41,595 | $1.81M | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors Llc | Sell | -40,430 | -57.6% | 29,815 | $1.30M | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, Llc | Buy | +40,294 | +114.6% | 75,469 | $3.29M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +15,941 | +23.3% | 84,497 | $3.68M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +15,375 | +48.2% | 47,287 | $2.06M | Q1 2026 | May 15, 2026 |
| Flow Traders U.S. Llc | Buy | +12,385 | +23.7% | 64,741 | $2.82M | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +5,616 | +5.1% | 116,259 | $5.15M | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, Llc | Buy | +3,715 | — | 3,715 | $161.91K | Q1 2026 | May 15, 2026 |
| Two Sigma Securities, Llc | Sell | -3,253 | -33.1% | 6,582 | $286.91K | Q1 2026 | May 15, 2026 |
| Summit Financial, Llc | Sell | -2,799 | -25.0% | 8,397 | $366.02K | Q1 2026 | May 15, 2026 |
| Sun Financial Inc | Sell | -2,663 | -11.4% | 20,675 | $900.01K | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Sell | -2,583 | -33.9% | 5,045 | $219.92K | Q1 2026 | May 15, 2026 |
Frequently asked questions about FIXD activity
Which institutional owners are buying FIXD?
Institutional owners buying FIXD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FIXD activity?
"Buy" means an investor increased their reported position in FIXD compared to the prior reporting period. This reflects growing exposure to FIRST TRUST TCW OPP FIXED IN (FIXD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FIXD increasing?
Institutional interest in FIXD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.