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 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5.15K+ 10.46% |
$219K - $227K
|
54.4K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.08KNew |
$215K - $224K
|
5.08K
$219K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
5.07K+ 4.13% |
$215K - $223K
|
128K
$5.52M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.97K+ 9.25% |
$211K - $219K
|
58.7K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
4.91K+ 1.6% |
$208K - $217K
|
311K
$13.4M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.68KNew |
$198K - $206K
|
4.68K
$202K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.47K+ 12.66% |
$190K - $197K
|
39.8K
$1.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.37K+ 9.24% |
$185K - $193K
|
51.7K
$2.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.97K+ 6.7% |
$168K - $175K
|
63.2K
$2.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.72K+ 11.46% |
$158K - $164K
|
36.2K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.41K+ 4.79% |
$145K - $150K
|
74.6K
$3.22M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
2.98K+ 1.26% |
$126K - $131K
|
240K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.74K+ 3.9% |
$116K - $121K
|
73K
$3.15M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.67K+ 3.74% |
$113K - $118K
|
74K
$3.2M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.21K+ 0.38% |
$93.7K - $97.4K
|
586K
$25.3M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.89K+ 36.32% |
$80.1K - $83.3K
|
7.09K
$306K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.76K+ 5.25% |
$74.8K - $77.8K
|
35.4K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.43K+ 7.06% |
$60.6K - $63.1K
|
21.7K
$937K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
1.21K+ 9.65% |
$51.3K - $53.3K
|
13.7K
$594K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1.16K+ 2.39% |
$49.2K - $51.2K
|
49.8K
$2.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.1K+ 12.94% |
$46.6K - $48.5K
|
9.6K
$415K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.06K+ 15.65% |
$44.9K - $46.8K
|
7.83K
$338K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1.03K+ 3.52% |
$43.5K - $45.3K
|
30.2K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
946+ 0.44% |
$40.1K - $41.7K
|
216K
$9.34M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
887+ 0.65% |
$37.6K - $39.1K
|
138K
$5.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
878+ 11.02% |
$37.2K - $38.7K
|
8.84K
$382K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
680+ 2.73% |
$28.8K - $30K
|
25.6K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
647+ 0.84% |
$27.4K - $28.5K
|
77.5K
$3.35M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
587+ 2.51% |
$24.9K - $25.9K
|
23.9K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
541New |
$22.9K - $23.9K
|
541
$23.4K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
500+ 33.33% |
$21.2K - $22.1K
|
2K
$86.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
489+ 0.57% |
$20.7K - $21.6K
|
85.8K
$3.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
458+ 8.3% |
$19.4K - $20.2K
|
5.98K
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
441+ 0.59% |
$18.7K - $19.5K
|
75.7K
$3.27M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
402+ 40200.0% |
$17K - $17.7K
|
403
$17.4K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
381New |
$16.2K - $16.8K
|
381
$16.5K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
359+ 12.77% |
$15.2K - $15.8K
|
3.17K
$137K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
296+ 182.72% |
$12.6K - $13.1K
|
458
$19.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
237+ 0.55% |
$10K - $10.5K
|
43.1K
$1.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
220+ 3.69% |
$9.33K - $9.7K
|
6.19K
$267K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
198New |
$8.4K - $8.73K
|
198
$8.56K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
139New |
$5.89K - $6.13K
|
139
$6.01K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
132+ 1.7% |
$5.6K - $5.82K
|
7.89K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
132+ 0.72% |
$5.6K - $5.82K
|
18.4K
$795K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
99+ 0.58% |
$4.2K - $4.37K
|
17.2K
$745K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
89+ 0.55% |
$3.77K - $3.93K
|
16.3K
$703K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
86+ 0.65% |
$3.65K - $3.79K
|
13.2K
$572K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
79+ 0.45% |
$3.35K - $3.48K
|
17.8K
$769K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
73New |
$3.1K - $3.22K
|
73
$3.15K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
69+ 72.63% |
$2.93K - $3.04K
|
164
$7.09K
|