FIXT — TCW ETF TRUST

Ownership history in BENJAMIN EDWARDS INC  ·  3 quarters on record

This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC reported a position in TCW ETF TRUST (FIXT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.47% (2025 Q2)
Avg. % of fund
0.43%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 947,701 -26,246 -2.7% 0.40% $36.2M $37.86
2025 Q3 ADDED 973,947 +2,736 +0.3% 0.43% $37.7M $37.49
2025 Q2 INITIATED 971,211 — — 0.47% $37.1M $36.64
% of Fund (quarterly)    FIXT price (monthly, adj. close)

Other funds also holding FIXT

As of 2025 Q4 — sorted by position size

Shum Financial Group, Inc. 0.73% Merit Financial Group, LLC 3Y 7Y 0.02% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.01% 1620 INVESTMENT ADVISORS, INC. 3Y 0.01% UNITED CAPITAL FINANCIAL ADVISORS, LLC 3Y 7Y 0.01% Trilogy Capital Inc. 3Y 7Y 0.01% MORGAN STANLEY 3Y 7Y 0.01% OSAIC HOLDINGS, INC. 3Y 0.0% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.0% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0%
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