Purchases and Sales Made in Q1 2025 in First Tr ETF Viii Tcw Opportun (FIXD)
This table provides information about the institutional ownership of First Tr ETF Viii Tcw Opportun (FIXD) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII TCW OPPORTUN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
533K+ 62.27% |
$22.6M - $23.5M
|
1.39M
$60M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
347K+ 189.13% |
$14.7M - $15.3M
|
530K
$22.9M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
126KNew |
$5.36M - $5.57M
|
126K
$5.46M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
124K+ 90.48% |
$5.24M - $5.45M
|
260K
$11.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
123KNew |
$5.21M - $5.42M
|
123K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
106KNew |
$4.48M - $4.66M
|
106K
$4.57M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
105KNew |
$4.45M - $4.63M
|
105K
$4.54M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
99.3K+ 3.01% |
$4.21M - $4.38M
|
3.4M
$147M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.8K+ 39.95% |
$2.33M - $2.42M
|
192K
$8.3M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
49.7K+ 12.85% |
$2.11M - $2.19M
|
436K
$18.8M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
48.7K+ 65.49% |
$2.06M - $2.15M
|
123K
$5.32M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
44.5K+ 12.69% |
$1.89M - $1.96M
|
395K
$17.1M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
42.9KNew |
$1.82M - $1.89M
|
42.9K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.2K+ 530.97% |
$1.37M - $1.42M
|
38.3K
$1.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
29.3K+ 3.24% |
$1.24M - $1.29M
|
934K
$40.4M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
28.6K+ 6.74% |
$1.21M - $1.26M
|
453K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27.3K+ 5.7% |
$1.16M - $1.2M
|
506K
$21.9M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
26.8K+ 69.09% |
$1.14M - $1.18M
|
65.7K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26.6K+ 6.21% |
$1.13M - $1.17M
|
455K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
26.6K+ 87.46% |
$1.13M - $1.17M
|
57K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
26.2KNew |
$1.11M - $1.15M
|
26.2K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.2K+ 2.95% |
$1.03M - $1.07M
|
843K
$36.4M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
23.5KNew |
$996K - $1.04M
|
23.5K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
23.1K+ 11.07% |
$979K - $1.02M
|
232K
$10M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
22.1K+ 87.1% |
$937K - $975K
|
47.5K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
21.6K+ 5.05% |
$918K - $955K
|
450K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21.2KNew |
$897K - $934K
|
21.2K
$914K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.1K+ 2.28% |
$895K - $931K
|
946K
$40.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
18.7K+ 28.82% |
$794K - $826K
|
83.7K
$3.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
16.6K+ 2.9% |
$705K - $734K
|
590K
$25.5M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
16.4K+ 10.13% |
$696K - $724K
|
178K
$7.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15.2K+ 1600.84% |
$645K - $671K
|
16.2K
$698K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15K+ 6.63% |
$637K - $663K
|
242K
$10.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.3K+ 11.01% |
$606K - $630K
|
144K
$6.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.3K+ 50917.86% |
$604K - $629K
|
14.3K
$617K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.2K+ 198.2% |
$519K - $540K
|
18.4K
$795K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.8K+ 32.46% |
$500K - $520K
|
48.1K
$2.08M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
11.3K+ 118.63% |
$481K - $500K
|
20.9K
$903K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3K+ 6.62% |
$437K - $455K
|
166K
$7.18M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.57K+ 30.06% |
$406K - $422K
|
41.4K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
8.67KNew |
$368K - $383K
|
8.67K
$375K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
8.56K+ 21.8% |
$363K - $378K
|
47.8K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
8.31K+ 15.74% |
$352K - $366K
|
61.1K
$2.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
7.48K+ 1.34% |
$317K - $330K
|
564K
$24.4M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.23KNew |
$307K - $319K
|
7.23K
$312K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
7.05K+ 30.4% |
$299K - $311K
|
30.2K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.61K+ 0.7% |
$280K - $291K
|
953K
$41.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.59K+ 1.66% |
$237K - $246K
|
343K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.53K+ 6.3% |
$235K - $244K
|
93.3K
$4.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.39K+ 4.17% |
$228K - $238K
|
135K
$5.82M
|