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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
29.3K+ 3.24% |
$1.24M - $1.29M
|
934K
$40.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
22.1K+ 87.1% |
$937K - $975K
|
47.5K
$2.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
16.6K+ 2.9% |
$705K - $734K
|
590K
$25.6M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
16.4K+ 10.13% |
$696K - $724K
|
178K
$7.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15.2K+ 1600.84% |
$645K - $671K
|
16.2K
$701K
|
|
|
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
$6.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.3K+ 50917.86% |
$604K - $629K
|
14.3K
$620K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
8.67KNew |
$368K - $383K
|
8.67K
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
7.05K+ 30.4% |
$299K - $311K
|
30.2K
$1.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
5.07K+ 4.13% |
$215K - $223K
|
128K
$5.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.37K+ 9.24% |
$185K - $193K
|
51.7K
$2.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1.16K+ 2.39% |
$49.2K - $51.2K
|
49.8K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
441+ 0.59% |
$18.7K - $19.5K
|
75.7K
$3.28M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
296+ 182.72% |
$12.6K - $13.1K
|
458
$19.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
237+ 0.55% |
$10K - $10.5K
|
43.1K
$1.87M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
198New |
$8.4K - $8.73K
|
198
$8.59K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
132+ 1.7% |
$5.6K - $5.82K
|
7.89K
$342K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11+ 0.47% |
$466 - $485
|
2.33K
$101K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1+ 3.13% |
$42.4 - $44.1
|
33
$1.43K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-68- 1.35% |
$2.88K - $3K
|
4.97K
$215K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-82- 0.1% |
$3.48K - $3.62K
|
82.3K
$3.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-435- 1.2% |
$18.4K - $19.2K
|
35.8K
$1.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-484- 6.56% |
$20.5K - $21.3K
|
6.89K
$299K
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-1.15K- 14.83% |
$48.6K - $50.6K
|
6.58K
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.67K- 4.22% |
$70.8K - $73.7K
|
37.9K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.36K- 20.44% |
$99.9K - $104K
|
9.17K
$398K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.54K- 19.06% |
$107K - $112K
|
10.8K
$467K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.66K- 14.63% |
$113K - $117K
|
15.5K
$672K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.21K- 18.1% |
$136K - $142K
|
14.5K
$630K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.43K- 12.8% |
$145K - $151K
|
23.4K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-5.19K- 11.85% |
$220K - $229K
|
38.6K
$1.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.34K- 9.2% |
$226K - $235K
|
52.6K
$2.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5.6K- 17.82% |
$237K - $247K
|
25.8K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-5.85K- 15.13% |
$248K - $258K
|
32.8K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6.43K- 12.42% |
$273K - $284K
|
45.3K
$1.97M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-8.45K- 1.97% |
$358K - $373K
|
421K
$18.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-11K- 43.96% |
$465K - $484K
|
14K
$606K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 58.62% |
$496K - $516K
|
8.26K
$358K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-16K- 77.18% |
$677K - $705K
|
4.72K
$205K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-17.5K- 7.18% |
$743K - $773K
|
226K
$9.82M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-17.9K- 79.08% |
$759K - $790K
|
4.74K
$205K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-27.3K- 11.54% |
$1.16M - $1.21M
|
210K
$9.09M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-28.3K- 12.67% |
$1.2M - $1.25M
|
195K
$8.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-65.4K- 42.15% |
$2.77M - $2.88M
|
89.7K
$3.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-129K- 73.58% |
$5.45M - $5.67M
|
46.2K
$2M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-159K- 32.11% |
$6.73M - $7M
|
336K
$14.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-308K- 50.99% |
$13.1M - $13.6M
|
296K
$12.8M
|