Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38.8K+ 16.21% |
$1.66M - $1.76M
|
278K
$11.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
25.9K+ 19.02% |
$1.11M - $1.17M
|
162K
$6.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
24.9K+ 19.08% |
$1.06M - $1.13M
|
155K
$6.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
19.1K+ 143.79% |
$818K - $866K
|
32.4K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
18.6K+ 17.86% |
$797K - $844K
|
123K
$5.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
18.1K+ 5.66% |
$774K - $820K
|
337K
$14.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.9K+ 28.73% |
$638K - $676K
|
66.7K
$2.86M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
13.9K+ 3.35% |
$596K - $632K
|
430K
$18.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.96K+ 82.74% |
$298K - $316K
|
15.4K
$660K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.44KNew |
$276K - $292K
|
6.44K
$276K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
5.87K+ 78.9% |
$251K - $266K
|
13.3K
$571K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.11K+ 9.24% |
$176K - $187K
|
48.6K
$2.09M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.21K+ 22.05% |
$137K - $145K
|
17.7K
$762K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.85K+ 5.05% |
$122K - $129K
|
59.2K
$2.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.16K+ 6.34% |
$92.4K - $97.9K
|
36.2K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
1.79K+ 0.88% |
$76.7K - $81.3K
|
206K
$8.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
162+ 2.66% |
$6.94K - $7.35K
|
6.25K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
151+ 0.05% |
$6.47K - $6.85K
|
306K
$13.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
91+ 128.17% |
$3.9K - $4.13K
|
162
$6.96K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
89+ 0.43% |
$3.81K - $4.04K
|
20.7K
$889K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
88+ 0.5% |
$3.77K - $3.99K
|
17.7K
$761K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
46+ 0.91% |
$1.97K - $2.09K
|
5.09K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
27New |
$1.16K - $1.23K
|
27
$1.16K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.1% |
$85.7 - $90.8
|
183
$7.86K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-174- 1.82% |
$7.45K - $7.9K
|
9.37K
$402K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-332- 0.64% |
$14.2K - $15.1K
|
51.8K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-371- 5.79% |
$15.9K - $16.8K
|
6.03K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-806- 9.85% |
$34.5K - $36.6K
|
7.38K
$317K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-1.16K- 8.17% |
$49.6K - $52.6K
|
13K
$559K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.47K- 18.78% |
$63.1K - $66.9K
|
6.38K
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.12K- 47.92% |
$90.9K - $96.3K
|
2.31K
$99K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.28K- 5.58% |
$97.8K - $104K
|
38.7K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.6K- 9.68% |
$154K - $163K
|
33.6K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-5.84K- 4.61% |
$250K - $265K
|
121K
$5.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.41K- 25.09% |
$275K - $291K
|
19.1K
$822K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.86K- 25.59% |
$294K - $311K
|
20K
$857K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-8.66K- 24.44% |
$371K - $393K
|
26.8K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-15K- 33.08% |
$641K - $679K
|
30.3K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-28.3K- 39.39% |
$1.21M - $1.29M
|
43.6K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-52.5K- 37.01% |
$2.25M - $2.38M
|
89.3K
$3.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-63.9K- 40.43% |
$2.74M - $2.9M
|
94.1K
$4.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-73.2K- 10.81% |
$3.14M - $3.32M
|
604K
$25.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-83.1K- 27.13% |
$3.56M - $3.77M
|
223K
$9.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-112K- 58.24% |
$4.8M - $5.09M
|
80.4K
$3.45M
|