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 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.01K- 2.51% |
$42.7K - $44.4K
|
39K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.05K- 17.34% |
$44.4K - $46.1K
|
4.99K
$216K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.07K- 0.22% |
$45.5K - $47.3K
|
491K
$21.2M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.1K- 17.09% |
$46.6K - $48.5K
|
5.34K
$231K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.12K- 3.38% |
$47.4K - $49.3K
|
32K
$1.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-1.15K- 14.83% |
$48.6K - $50.6K
|
6.58K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.15K- 14.03% |
$48.8K - $50.8K
|
7.06K
$305K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.22K- 6.9% |
$51.8K - $53.9K
|
16.5K
$712K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.25K- 20.18% |
$52.9K - $55K
|
4.94K
$213K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.32K- 18.83% |
$56.1K - $58.3K
|
5.7K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.38K- 11.28% |
$58.3K - $60.7K
|
10.8K
$468K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.42K- 20.51% |
$60.1K - $62.5K
|
5.49K
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-1.42K- 11.34% |
$60.3K - $62.7K
|
11.1K
$480K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.58K- 12.78% |
$66.8K - $69.5K
|
10.7K
$464K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.67K- 4.22% |
$70.8K - $73.7K
|
37.9K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.69K- 6.66% |
$71.8K - $74.7K
|
23.7K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.8K- 1.49% |
$76.5K - $79.6K
|
119K
$5.14M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.93K- 1.37% |
$82K - $85.3K
|
139K
$6.03M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.05K- 14.9% |
$86.8K - $90.3K
|
11.7K
$506K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.1K- 2.64% |
$89K - $92.5K
|
77.5K
$3.35M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.12K- 13.86% |
$89.8K - $93.5K
|
13.2K
$569K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2.2K- 3.58% |
$93.3K - $97K
|
59.3K
$2.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.36K- 20.44% |
$99.9K - $104K
|
9.17K
$396K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.37K- 22.04% |
$101K - $105K
|
8.39K
$362K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.42K- 23.64% |
$103K - $107K
|
7.81K
$338K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.52K- 13.0% |
$107K - $111K
|
16.8K
$727K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.54K- 19.06% |
$107K - $112K
|
10.8K
$465K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.66K- 14.63% |
$113K - $117K
|
15.5K
$669K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.67K- 19.16% |
$113K - $118K
|
11.3K
$486K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.78K- 6.83% |
$118K - $123K
|
37.9K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.81K- 14.7% |
$119K - $124K
|
16.3K
$706K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-2.98K- 10.79% |
$126K - $132K
|
24.7K
$1.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.21K- 18.1% |
$136K - $142K
|
14.5K
$628K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-3.34K- 25.7% |
$142K - $147K
|
9.67K
$418K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.37K- 35.06% |
$143K - $149K
|
6.25K
$270K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.42K- 4.62% |
$145K - $151K
|
70.5K
$3.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.43K- 12.8% |
$145K - $151K
|
23.4K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-3.78K- 4.4% |
$160K - $167K
|
82.1K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-4.08K- 11.53% |
$173K - $180K
|
31.3K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.14K- 43.41% |
$176K - $183K
|
5.4K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.18K- 16.88% |
$177K - $184K
|
20.6K
$889K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-4.26K- 45.03% |
$181K - $188K
|
5.2K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.3K- 3.86% |
$182K - $190K
|
107K
$4.63M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.52K- 15.56% |
$192K - $199K
|
24.5K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.63K- 23.66% |
$196K - $204K
|
14.9K
$645K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-5.09K- 9.81% |
$216K - $224K
|
46.7K
$2.02M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.1K- 16.26% |
$216K - $225K
|
26.3K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-5.12K- 6.42% |
$217K - $226K
|
74.7K
$3.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-5.19K- 11.85% |
$220K - $229K
|
38.6K
$1.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-5.23K- 41.75% |
$222K - $231K
|
7.3K
$316K
|