Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
32.4KNew |
$1.38M - $1.43M
|
32.4K
$1.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
27.4K+ 2.22% |
$1.17M - $1.21M
|
1.26M
$55M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
21.8KNew |
$931K - $964K
|
21.8K
$950K
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
10.7K+ 1.89% |
$456K - $472K
|
575K
$25.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9K+ 6.25% |
$385K - $398K
|
153K
$6.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.06K+ 467.89% |
$344K - $356K
|
9.78K
$426K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5.46K+ 1.75% |
$233K - $242K
|
317K
$13.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.13K+ 2.45% |
$219K - $227K
|
214K
$9.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
4.75KNew |
$203K - $210K
|
4.75K
$207K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.61KNew |
$197K - $204K
|
4.61K
$201K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
4.45K+ 5.03% |
$190K - $197K
|
92.9K
$4.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.96K+ 8.28% |
$169K - $175K
|
51.8K
$2.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.68K+ 44.86% |
$115K - $119K
|
8.66K
$377K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.09K+ 4.2% |
$89.4K - $92.6K
|
51.9K
$2.26M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.91K+ 1.6% |
$81.5K - $84.4K
|
121K
$5.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.9K+ 0.79% |
$81.2K - $84.1K
|
242K
$10.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.7K+ 1.89% |
$72.5K - $75.1K
|
91.4K
$3.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.52K+ 19.19% |
$64.7K - $67K
|
9.41K
$410K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.23K+ 12.84% |
$52.7K - $54.5K
|
10.8K
$472K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
964+ 4.49% |
$41.2K - $42.6K
|
22.5K
$978K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
711+ 1.13% |
$30.4K - $31.5K
|
63.7K
$2.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
685+ 7.75% |
$29.3K - $30.3K
|
9.53K
$415K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
127+ 0.89% |
$5.43K - $5.62K
|
14.4K
$628K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
82+ 1.44% |
$3.5K - $3.63K
|
5.78K
$252K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
72+ 0.4% |
$3.08K - $3.19K
|
17.9K
$779K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
26+ 0.65% |
$1.11K - $1.15K
|
4.04K
$176K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 1.09% |
$769 - $796
|
1.68K
$73K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15+ 0.01% |
$641 - $664
|
123K
$5.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
7+ 0.11% |
$299 - $310
|
6.59K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 1.07% |
$256 - $265
|
569
$24.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3+ 0.0% |
$128 - $133
|
82.3K
$3.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.07% |
$427 - $442
|
14.9K
$650K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-34- 0.54% |
$1.45K - $1.5K
|
6.28K
$274K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-38- 0.11% |
$1.62K - $1.68K
|
35.3K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-46- 0.63% |
$1.97K - $2.04K
|
7.26K
$316K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-322- 0.85% |
$13.8K - $14.2K
|
37.6K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-417- 0.94% |
$17.8K - $18.4K
|
44K
$1.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-449- 2.44% |
$19.2K - $19.9K
|
18K
$783K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-473- 5.73% |
$20.2K - $20.9K
|
7.78K
$339K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-540- 3.05% |
$23.1K - $23.9K
|
17.2K
$748K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-562- 2.64% |
$24K - $24.9K
|
20.7K
$904K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-578- 1.76% |
$24.7K - $25.6K
|
32.2K
$1.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-851- 12.35% |
$36.4K - $37.6K
|
6.04K
$263K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-898- 9.79% |
$38.4K - $39.7K
|
8.27K
$360K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-925- 6.36% |
$39.5K - $40.9K
|
13.6K
$593K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-980- 3.8% |
$41.9K - $43.4K
|
24.8K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-1.15K- 11.89% |
$49.1K - $50.8K
|
8.52K
$371K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.19K- 51.31% |
$51K - $52.8K
|
1.13K
$49.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.33K- 1.28% |
$56.9K - $58.9K
|
103K
$4.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.34K- 9.55% |
$57K - $59.1K
|
12.6K
$551K
|