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 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.34K- 9.2% |
$226K - $235K
|
52.6K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-5.47K- 50.52% |
$232K - $241K
|
5.36K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.59K- 17.27% |
$237K - $247K
|
26.8K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5.6K- 17.82% |
$237K - $247K
|
25.8K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-5.7K- 53.46% |
$242K - $251K
|
4.96K
$214K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-5.85K- 15.13% |
$248K - $258K
|
32.8K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.06K- 52.51% |
$257K - $267K
|
5.48K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-6.13K- 0.84% |
$260K - $270K
|
727K
$31.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6.43K- 12.42% |
$273K - $284K
|
45.3K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.53K- 8.74% |
$277K - $288K
|
68.1K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-6.84K- 10.45% |
$290K - $301K
|
58.6K
$2.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.89K- 25.95% |
$292K - $304K
|
19.7K
$850K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-6.98K- 6.29% |
$296K - $308K
|
104K
$4.49M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.65K- 80.44% |
$324K - $337K
|
1.86K
$80.4K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-8.45K- 1.97% |
$358K - $373K
|
421K
$18.2M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.64K- 44.5% |
$409K - $425K
|
12K
$520K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-9.69K- 66.63% |
$411K - $428K
|
4.85K
$210K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9.96K- 13.64% |
$422K - $439K
|
63K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.1K- 2.37% |
$430K - $447K
|
418K
$18.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-11K- 43.96% |
$465K - $484K
|
14K
$604K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.2K- 11.92% |
$476K - $495K
|
82.9K
$3.58M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 58.62% |
$496K - $516K
|
8.26K
$357K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11.7K- 30.66% |
$497K - $517K
|
26.5K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-12.8K- 13.18% |
$544K - $566K
|
84.5K
$3.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-14.7K- 64.26% |
$624K - $649K
|
8.19K
$354K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.3K- 6.83% |
$651K - $677K
|
209K
$9.04M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-15.5K- 3.15% |
$657K - $683K
|
475K
$20.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15.8K- 10.44% |
$669K - $696K
|
135K
$5.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-16K- 77.18% |
$677K - $705K
|
4.72K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-16.3K- 25.49% |
$692K - $720K
|
47.7K
$2.06M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-16.4K- 2.72% |
$694K - $722K
|
586K
$25.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-16.7K- 29.41% |
$707K - $736K
|
40K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-17.5K- 7.18% |
$743K - $773K
|
226K
$9.79M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-17.9K- 79.08% |
$759K - $790K
|
4.74K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-18.5K- 20.48% |
$786K - $818K
|
72K
$3.11M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-19.2K- 22.28% |
$814K - $847K
|
67K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-19.2K- 13.79% |
$814K - $847K
|
120K
$5.19M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-19.3K- 73.33% |
$817K - $850K
|
7.01K
$303K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-19.9K- 7.77% |
$844K - $878K
|
236K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20.2K- 6.75% |
$858K - $893K
|
280K
$12.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-21.2K- 18.65% |
$898K - $935K
|
92.4K
$3.99M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-21.6K- 59.45% |
$915K - $951K
|
14.7K
$636K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-25.1K- 51.95% |
$1.07M - $1.11M
|
23.3K
$1M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-25.4K- 50.4% |
$1.08M - $1.12M
|
25K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-27.1K- 30.67% |
$1.15M - $1.19M
|
61.2K
$2.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-27.3K- 11.54% |
$1.16M - $1.21M
|
210K
$9.06M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-28.3K- 12.67% |
$1.2M - $1.25M
|
195K
$8.42M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-28.3K- 22.05% |
$1.2M - $1.25M
|
100K
$4.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-29.9K- 35.71% |
$1.27M - $1.32M
|
53.8K
$2.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-30.6K- 38.12% |
$1.3M - $1.35M
|
49.7K
$2.15M
|