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
|
Cooper Financial Group
|
BUY
|
- |
66+ 1.06% |
$2.8K - $2.91K
|
6.32K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
47+ 1.08% |
$1.99K - $2.07K
|
4.38K
$189K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
45+ 0.91% |
$1.91K - $1.98K
|
4.99K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
30New |
$1.27K - $1.32K
|
30
$1.3K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
20New |
$848 - $882
|
20
$864
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
14+ 0.22% |
$594 - $618
|
6.3K
$272K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
14+ 0.07% |
$594 - $618
|
21.5K
$928K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12+ 0.04% |
$509 - $529
|
33.4K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
12New |
$509 - $529
|
12
$519
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11+ 0.47% |
$466 - $485
|
2.33K
$101K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
8+ 0.09% |
$339 - $353
|
8.81K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2+ 0.02% |
$84.8 - $88.2
|
13.2K
$571K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1New |
$42.4 - $44.1
|
1
$43.2
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1+ 3.13% |
$42.4 - $44.1
|
33
$1.43K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1New |
$42.4 - $44.1
|
1
$43.2
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2- 0.69% |
$84.8 - $88.2
|
287
$12.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-14- 0.09% |
$594 - $618
|
15.4K
$663K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-23- 85.19% |
$975 - $1.01K
|
4
$173
|
|
|
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
$3.56M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-95- 1.69% |
$4.03K - $4.19K
|
5.52K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-97- 14.7% |
$4.11K - $4.28K
|
563
$24.3K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-122- 0.27% |
$5.17K - $5.38K
|
44.4K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-142- 1.14% |
$6.02K - $6.26K
|
12.3K
$533K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-180- 55.73% |
$7.63K - $7.94K
|
143
$6.18K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-191- 0.63% |
$8.1K - $8.43K
|
30.1K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-225- 0.18% |
$9.54K - $9.92K
|
123K
$5.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-231- 1.64% |
$9.79K - $10.2K
|
13.8K
$597K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-301- 0.34% |
$12.8K - $13.3K
|
89.3K
$3.86M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-361- 5.33% |
$15.3K - $15.9K
|
6.41K
$277K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-362- 2.49% |
$15.3K - $16K
|
14.2K
$612K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-376- 1.67% |
$15.9K - $16.6K
|
22.1K
$954K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-397- 38.66% |
$16.8K - $17.5K
|
630
$27.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-429- 3.58% |
$18.2K - $18.9K
|
11.5K
$499K
|
|
|
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
$298K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-519- 0.49% |
$22K - $22.9K
|
105K
$4.55M
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-583- 7.57% |
$24.7K - $25.7K
|
7.12K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-591- 0.01% |
$25.1K - $26.1K
|
6.31M
$273M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-593- 0.86% |
$25.1K - $26.2K
|
68K
$2.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-648- 28.11% |
$27.5K - $28.6K
|
1.66K
$71.6K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-651- 2.97% |
$27.6K - $28.7K
|
21.3K
$920K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-675- 9.34% |
$28.6K - $29.8K
|
6.56K
$283K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-692- 4.95% |
$29.3K - $30.5K
|
13.3K
$574K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-695- 28.75% |
$29.5K - $30.7K
|
1.72K
$74.4K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-805- 23.15% |
$34.1K - $35.5K
|
2.67K
$116K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-828- 0.93% |
$35.1K - $36.5K
|
88.5K
$3.82M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-872- 5.08% |
$37K - $38.5K
|
16.3K
$704K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-893- 12.28% |
$37.9K - $39.4K
|
6.38K
$276K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-999- 1.78% |
$42.4K - $44.1K
|
55.1K
$2.38M
|