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 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-31.3K- 73.99% |
$1.33M - $1.38M
|
11K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-33.4K- 35.27% |
$1.41M - $1.47M
|
61.2K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-34.5K- 43.09% |
$1.46M - $1.52M
|
45.6K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-37.1K- 41.99% |
$1.57M - $1.64M
|
51.3K
$2.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-41.3K- 34.12% |
$1.75M - $1.82M
|
79.8K
$3.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-41.9K- 10.97% |
$1.77M - $1.85M
|
340K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-41.9K- 24.56% |
$1.78M - $1.85M
|
129K
$5.56M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-42.5K- 32.52% |
$1.8M - $1.88M
|
88.2K
$3.81M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43.9K- 24.45% |
$1.86M - $1.93M
|
136K
$5.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-45.1K- 82.77% |
$1.91M - $1.99M
|
9.38K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-45.1KClosed |
$1.91M - $1.99M
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-46.2K- 36.44% |
$1.96M - $2.04M
|
80.5K
$3.48M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-52.5K- 28.99% |
$2.23M - $2.32M
|
129K
$5.56M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-57.5K- 70.77% |
$2.44M - $2.53M
|
23.7K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-65.4K- 42.15% |
$2.77M - $2.88M
|
89.7K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-68.3K- 5.85% |
$2.89M - $3.01M
|
1.1M
$47.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-69.9K- 86.94% |
$2.96M - $3.08M
|
10.5K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-72.5K- 47.67% |
$3.07M - $3.2M
|
79.6K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-79.7K- 47.58% |
$3.38M - $3.51M
|
87.8K
$3.79M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-79.9K- 20.84% |
$3.39M - $3.53M
|
303K
$13.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-86K- 30.94% |
$3.64M - $3.79M
|
192K
$8.29M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-86K- 19.1% |
$3.65M - $3.79M
|
364K
$15.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-91K- 6.86% |
$3.86M - $4.02M
|
1.24M
$53.4M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-91.7K- 48.95% |
$3.89M - $4.05M
|
95.7K
$4.13M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-99.2K- 12.51% |
$4.21M - $4.38M
|
694K
$30M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-102K- 77.81% |
$4.33M - $4.5M
|
29.1K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-109K- 10.42% |
$4.63M - $4.82M
|
940K
$40.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-129K- 73.58% |
$5.45M - $5.67M
|
46.2K
$2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-138K- 61.37% |
$5.85M - $6.08M
|
86.8K
$3.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-153K- 25.32% |
$6.49M - $6.76M
|
452K
$19.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-154K- 49.73% |
$6.52M - $6.78M
|
155K
$6.72M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-155K- 67.31% |
$6.57M - $6.83M
|
75.3K
$3.25M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-156K- 91.28% |
$6.63M - $6.9M
|
14.9K
$646K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-159K- 32.11% |
$6.73M - $7M
|
336K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-178K- 20.61% |
$7.54M - $7.84M
|
685K
$29.6M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-192K- 65.08% |
$8.14M - $8.47M
|
103K
$4.45M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-202K- 98.05% |
$8.57M - $8.92M
|
4.02K
$174K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-209K- 99.88% |
$8.85M - $9.21M
|
253
$10.9K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-251K- 67.32% |
$10.6M - $11.1M
|
122K
$5.26M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-267K- 53.47% |
$11.3M - $11.8M
|
232K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-270K- 28.93% |
$11.5M - $11.9M
|
664K
$28.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-308K- 50.99% |
$13.1M - $13.6M
|
296K
$12.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-308K- 25.67% |
$13.1M - $13.6M
|
891K
$38.5M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-337K- 63.7% |
$14.3M - $14.9M
|
192K
$8.31M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-343K- 19.98% |
$14.5M - $15.1M
|
1.37M
$59.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-397K- 10.78% |
$16.8M - $17.5M
|
3.29M
$142M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-448K- 93.7% |
$19M - $19.8M
|
30.1K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-530K- 20.55% |
$22.5M - $23.4M
|
2.05M
$88.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-573K- 89.47% |
$24.3M - $25.3M
|
67.5K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-593K- 62.03% |
$25.2M - $26.2M
|
363K
$15.7M
|