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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
24.1K+ 6.71% |
$1.03M - $1.09M
|
383K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
22.8K+ 168.4% |
$977K - $1.03M
|
36.3K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.3K+ 2.18% |
$957K - $1.01M
|
1.05M
$45.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
21.8K+ 11.25% |
$932K - $988K
|
215K
$9.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21.3K+ 10.47% |
$912K - $966K
|
225K
$9.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
19.1K+ 143.79% |
$818K - $866K
|
32.4K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
18.6K+ 17.86% |
$797K - $844K
|
123K
$5.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
18.1K+ 5.66% |
$774K - $820K
|
337K
$14.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15.7K+ 21.82% |
$674K - $714K
|
87.8K
$3.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.2K+ 1.64% |
$653K - $691K
|
947K
$41M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.9K+ 28.73% |
$638K - $676K
|
66.7K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
14.8K+ 19.63% |
$636K - $674K
|
90.5K
$3.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14.5K+ 6.82% |
$621K - $657K
|
227K
$9.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
14.1K+ 25.92% |
$605K - $641K
|
68.6K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
14.1K+ 567.14% |
$603K - $639K
|
16.6K
$718K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
13.9K+ 3.35% |
$596K - $632K
|
430K
$18.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13.6K+ 39.15% |
$583K - $618K
|
48.4K
$2.1M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
13.2KNew |
$566K - $600K
|
13.2K
$573K
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
12.5KNew |
$537K - $569K
|
12.5K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
12.5KNew |
$537K - $568K
|
12.5K
$543K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12.1K+ 5.21% |
$518K - $549K
|
244K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
10.8KNew |
$464K - $492K
|
10.8K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.8K+ 8.94% |
$461K - $489K
|
131K
$5.68M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.8KNew |
$461K - $488K
|
10.8K
$466K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
10.7KNew |
$457K - $484K
|
10.7K
$462K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
10.1K+ 6.64% |
$431K - $456K
|
162K
$7M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
9.6K+ 8.48% |
$411K - $436K
|
123K
$5.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.54KNew |
$409K - $433K
|
9.54K
$413K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.45K+ 1.59% |
$405K - $429K
|
605K
$26.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
9.32K+ 27.03% |
$399K - $423K
|
43.8K
$1.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
9.18K+ 56.67% |
$393K - $416K
|
25.4K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.98K+ 5.15% |
$385K - $407K
|
183K
$7.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
8.21KNew |
$352K - $373K
|
8.21K
$356K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.08K+ 6.59% |
$346K - $367K
|
131K
$5.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
7.96KNew |
$341K - $361K
|
7.96K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
7.7KNew |
$330K - $349K
|
7.7K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
7.69K+ 3.36% |
$329K - $349K
|
237K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
7.16K+ 103.96% |
$307K - $325K
|
14K
$609K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.96K+ 82.74% |
$298K - $316K
|
15.4K
$666K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
6.77KNew |
$290K - $307K
|
6.77K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.73KNew |
$288K - $305K
|
6.73K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.64KNew |
$285K - $301K
|
6.64K
$288K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.44KNew |
$276K - $292K
|
6.44K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.4K+ 5.18% |
$274K - $290K
|
130K
$5.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.14K+ 4.54% |
$263K - $279K
|
141K
$6.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.12K+ 80.24% |
$262K - $278K
|
13.7K
$596K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
5.87K+ 78.9% |
$251K - $266K
|
13.3K
$576K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.83K+ 8.51% |
$250K - $265K
|
74.4K
$3.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
5.45K+ 14.55% |
$234K - $247K
|
42.9K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.94K+ 7.57% |
$212K - $224K
|
70.2K
$3.04M
|