FIXD

First Trust Tcw Opp Fixed In

Latest period2024 - Q4Total superinvestors52

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
John Taylor-Jones@Private Client Services, Llc Recent Activity Increased 22.05%	0.41%	$762,632 17,748 shares@ 42.98 avg price	Increased 22.05%
Jon Greer@Gsg Advisors Llc Recent Activity Increased 0.5%	0.25%	$761,511 17,722 shares@ 42.97 avg price	Increased 0.5%
Scott Weeldreyer@First Premier Bank Recent Activity	0.2%	$761,000 17,710 shares@ 42.98 avg price
Catherine Walker@Pinnacle Bancorp, Inc. Recent Activity Increased 82.75%	0.22%	$660,320 15,367 shares@ 42.98 avg price	Increased 82.75%
Joyce A. Kruzan@Kaydan Wealth Management, Inc. Recent Activity Increased 78.9%	0.2%	$571,669 13,303 shares@ 42.98 avg price	Increased 78.9%
Fredrick Williams@Old Port Advisors Recent Activity Decreased -8.17%	0.17%	$558,997 13,009 shares@ 42.98 avg price	Decreased -8.17%
Theresa Fanning@Clarus Wealth Advisors Recent Activity Decreased -1.82%	0.2%	$397,246 9,369 shares@ 42.41 avg price	Decreased -1.82%
Christine McElvania@Quad-cities Investment Group, Llc Recent Activity Decreased -9.85%	0.16%	$316,966 7,376 shares@ 42.98 avg price	Decreased -9.85%
Jocelyn Raffaelle@Sunflower Bank, N.a. Recent Activity	0.09%	$294,345 6,850 shares@ 42.98 avg price
Jacob Godfrey@International Assets Investment Management, Llc Recent Activity New Position	0.03%	$276,877 6,436 shares@ 43.03 avg price	New Position