FIXD · Insider trading · 13F holders · Congress trades
First Trust TCW Opportunistic Fixed Income ETF (FIXD)
Who is buying and selling FIXD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 39
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
FIXD at a glance
- No open-market insider purchases or sales of FIXD were filed in the last 90 days.
- 39 13F filers hold FIXD among their 50 largest positions, worth $295.4M combined. The biggest bets by portfolio weight are LeClair Wealth Partners LLC (9.3%), Randall & Associates Wealth Management (2.8%) and Capital Financial Group Inc\co\ /adv (2.6%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
- Members of Congress have disclosed 1 FIXD trade since 2022, 0 purchases and 1 sale in the past year; the latest was Robert J. Wittman (R-VA), selling $1K–15K on Jun 16, 2022.
- FIXD last closed at $41.92 on Oct 30, 2026.
FIXD insider trading
No open-market insider purchases or sales of FIXD were filed in the last 90 days.
Who owns FIXD? Hedge funds and superinvestors
39 13F filers hold FIXD among their 50 largest positions, worth $295.4M combined. The biggest bets by portfolio weight are LeClair Wealth Partners LLC (9.3%), Randall & Associates Wealth Management (2.8%) and Capital Financial Group Inc\co\ /adv (2.6%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc.Wealth manager | 0.8% | $38.7M | 887,302 | +3.6% shares | Q2 2026 |
| One Way Holdings LLCWealth manager | 1.6% | $36.3M | 879,142 | +12.2% shares | Q3 2026 |
| Park National Corp /oh/Bank & trust | 0.8% | $30.5M | 739,505 | +17.2% shares | Q3 2026 |
| Great Lakes Retirement, Inc.Wealth manager | 2.4% | $27.9M | 676,315 | +3.3% shares | Q3 2026 |
| TCP Asset Management, LLCWealth manager | 2.3% | $19.9M | 483,288 | +3.0% shares | Q3 2026 |
| Per Stirling Capital Management, LLC.Wealth manager | 1.8% | $18.4M | 421,122 | +0.3% shares | Q2 2026 |
| LeClair Wealth Partners LLCWealth manager | 9.3% | $17.9M | 410,941 | — | Q2 2026 |
| LexAurum Advisors, LLCWealth manager | 1.2% | $10.9M | 264,851 | +8.8% shares | Q3 2026 |
| Triumph Capital ManagementWealth manager | 1.7% | $9.5M | 231,254 | +1.4% shares | Q3 2026 |
| Landmark Wealth Management, LLCWealth manager | 2.1% | $8.8M | 202,601 | +7.8% shares | Q2 2026 |
| Twin Peaks Wealth Advisors, LLCWealth manager | 1.9% | $8.2M | 187,558 | -1.2% shares | Q2 2026 |
| ERn Financial, LLCWealth manager | 1.0% | $6.0M | 144,918 | +1.2% shares | Q3 2026 |
| Capital Financial Group Inc\co\ /advWealth manager | 2.6% | $4.9M | 113,161 | +0.8% shares | Q2 2026 |
| Darwin Wealth Management, LLCWealth manager | 1.3% | $4.9M | 112,766 | +0.6% shares | Q2 2026 |
| Family Capital Management, Inc.Wealth manager | 1.9% | $4.8M | 110,383 | +4.0% shares | Q2 2026 |
| Keystone Wealth Services, LLCWealth manager | 0.9% | $4.7M | 108,343 | +4.9% shares | Q2 2026 |
| Randall & Associates Wealth ManagementWealth manager | 2.8% | $4.6M | 110,395 | -8.1% shares | Q3 2026 |
| BCGM Wealth Management, LLCWealth manager | 0.9% | $4.0M | 92,775 | +5.2% shares | Q2 2026 |
| Capital Planning LLCWealth manager | 1.0% | $3.7M | 90,228 | +0.6% shares | Q3 2026 |
| Core Wealth Partners LLCWealth manager | 1.6% | $3.7M | 84,881 | +28.9% shares | Q2 2026 |
| Westside Investment Management, Inc.Wealth manager | 0.5% | $3.7M | 83,950 | +0.0% shares | Q2 2026 |
| Fsb Premier Wealth Management, Inc.Wealth manager | 0.9% | $3.4M | 76,868 | -16.3% shares | Q2 2026 |
| CFO4Life Group, LLCWealth manager | 0.4% | $3.3M | 75,387 | +2.3% shares | Q2 2026 |
| Cannon Financial Strategists, Inc.Wealth manager | 0.3% | $2.2M | 54,234 | -25.2% shares | Q3 2026 |
| First Financial Group CorpWealth manager | 1.3% | $1.7M | 42,326 | -5.6% shares | Q3 2026 |
| Pinnacle Family Advisors, LLCWealth manager | 0.6% | $1.5M | 35,194 | +7.9% shares | Q2 2026 |
| Drake & Associates, LLCWealth manager | 0.2% | $1.4M | 31,888 | -4.2% shares | Q2 2026 |
| Columbia Advisory Partners LLCWealth manager | 0.8% | $1.4M | 33,437 | -5.8% shares | Q3 2026 |
| QTR Family Wealth, LLCWealth manager | 0.5% | $1.3M | 30,893 | -0.9% shares | Q2 2026 |
| Global View Capital Management LLCWealth manager | 0.3% | $1.1M | 27,293 | -30.1% shares | Q3 2026 |
The 30 largest of 39 positions, by value. Each manager counts with its latest 13F (Q3 2026: 16, Q2 2026: 21, Q1 2026: 2). Screen FIXD in the grand portfolio →
FIXD stock trades by members of Congress
Members of Congress have disclosed 1 FIXD trade since 2022, 0 purchases and 1 sale in the past year; the latest was Robert J. Wittman (R-VA), selling $1K–15K on Jun 16, 2022.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Jul 8, 2022 | Robert J. WittmanR-VA · House | Sale | $1K–15K | Jun 16, 2022 | -8.4% |
FIXD questions and answers
Are insiders buying FIXD stock?
No open-market insider purchases or sales of FIXD were filed in the last 90 days.
Which hedge funds own FIXD?
39 13F filers hold FIXD among their 50 largest positions, worth $295.4M combined. The biggest bets by portfolio weight are LeClair Wealth Partners LLC (9.3%), Randall & Associates Wealth Management (2.8%) and Capital Financial Group Inc\co\ /adv (2.6%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
Has Congress traded FIXD?
Members of Congress have disclosed 1 FIXD trade since 2022, 0 purchases and 1 sale in the past year; the latest was Robert J. Wittman (R-VA), selling $1K–15K on Jun 16, 2022.
Who is the largest holder of FIXD?
Among 13F filers, Geneos Wealth Management Inc. reports the largest FIXD position, $38.7M (887,302 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is LeClair Wealth Partners LLC's: 9.3% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.