FIXD

First Trust Tcw Opp Fixed In

Latest period2024 - Q4Total superinvestors52

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 52 superinvestors own shares of First Trust Tcw Opp Fixed In (FIXD), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Tcw Opp Fixed In (FIXD), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Tcw Opp Fixed In (FIXD) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Tcw Opp Fixed In (FIXD) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Kim Smith@Columbia Advisory Partners Llc
Recent Activity
Increased 6.34%
1.45%
$1.556M
36,208 shares@ 42.98 avg price
Steve Weinberger@Hcr Wealth Advisors
Recent Activity
Decreased -9.67%
0.19%
$1.444M
33,601 shares@ 42.97 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 143.8%
0.03%
$1.391M
32,371 shares@ 42.97 avg price
Lori L Liffring@Cambridge Advisors Inc.
Recent Activity
Decreased -33.07%
0.3%
$1.301M
30,276 shares@ 42.98 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$1.364M
30,159 shares@ 45.24 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Decreased -24.43%
0.05%
$1.151M
26,779 shares@ 42.98 avg price
Michael Little@Grant Grossmendelsohn, Llc
Recent Activity
0.53%
$1.009M
23,485 shares@ 42.97 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Increased 0.44%
0.11%
$889,227
20,694 shares@ 42.98 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Decreased -25.58%
0.29%
$857,360
19,953 shares@ 42.97 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -25.09%
0.05%
$813,340
19,142 shares@ 42.49 avg price