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 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
202+ 3.01% |
$8.65K - $9.17K
|
6.91K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
200+ 3.59% |
$8.57K - $9.08K
|
5.77K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
162+ 2.66% |
$6.94K - $7.35K
|
6.25K
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
151+ 0.05% |
$6.47K - $6.85K
|
306K
$13.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
145+ 1.67% |
$6.21K - $6.58K
|
8.81K
$382K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
134+ 0.63% |
$5.74K - $6.08K
|
21.5K
$930K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
106+ 0.58% |
$4.54K - $4.81K
|
18.3K
$792K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
95New |
$4.07K - $4.31K
|
95
$4.12K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
94+ 0.65% |
$4.03K - $4.27K
|
14.5K
$630K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
91+ 128.17% |
$3.9K - $4.13K
|
162
$7.02K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
89+ 0.43% |
$3.81K - $4.04K
|
20.7K
$897K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
88+ 0.5% |
$3.77K - $3.99K
|
17.7K
$768K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
87+ 3.9% |
$3.73K - $3.95K
|
2.32K
$100K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
77+ 0.15% |
$3.3K - $3.49K
|
50.3K
$2.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
70+ 0.91% |
$3K - $3.18K
|
7.76K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
69New |
$2.96K - $3.13K
|
69
$2.99K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
46+ 0.91% |
$1.97K - $2.09K
|
5.09K
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
44New |
$1.88K - $2K
|
44
$1.91K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
43+ 0.88% |
$1.84K - $1.95K
|
4.95K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
31New |
$1.33K - $1.41K
|
31
$1.34K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
27New |
$1.16K - $1.23K
|
27
$1.17K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3New |
$129 - $136
|
3
$130
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.1% |
$85.7 - $90.8
|
183
$7.93K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.24% |
$42.8 - $45.4
|
410
$17.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-8- 0.13% |
$343 - $363
|
6.28K
$272K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-28- 0.99% |
$1.2K - $1.27K
|
2.81K
$122K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-76- 0.31% |
$3.26K - $3.45K
|
24.8K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-87- 43.28% |
$3.73K - $3.95K
|
114
$4.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-112- 0.91% |
$4.8K - $5.08K
|
12.2K
$528K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-123- 3.42% |
$5.27K - $5.58K
|
3.48K
$151K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-141- 12.24% |
$6.04K - $6.4K
|
1.01K
$43.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-151- 0.32% |
$6.47K - $6.85K
|
46.7K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-158- 84.49% |
$6.77K - $7.17K
|
29
$1.26K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-165- 0.19% |
$7.07K - $7.49K
|
85.9K
$3.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-173- 80.47% |
$7.41K - $7.85K
|
42
$1.82K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-174- 1.82% |
$7.45K - $7.9K
|
9.37K
$406K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-268- 2.1% |
$11.5K - $12.2K
|
12.5K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-287- 3.24% |
$12.3K - $13K
|
8.57K
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-294- 5.06% |
$12.6K - $13.3K
|
5.52K
$239K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-295- 0.74% |
$12.6K - $13.4K
|
39.6K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-332- 0.64% |
$14.2K - $15.1K
|
51.8K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-371- 5.79% |
$15.9K - $16.8K
|
6.03K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-389- 1.15% |
$16.7K - $17.7K
|
33.4K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-390- 7.19% |
$16.7K - $17.7K
|
5.03K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-415- 6.88% |
$17.8K - $18.8K
|
5.61K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-443- 2.24% |
$19K - $20.1K
|
19.3K
$838K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-503- 1.22% |
$21.5K - $22.8K
|
40.7K
$1.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-568- 5.61% |
$24.3K - $25.8K
|
9.56K
$414K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-595- 4.9% |
$25.5K - $27K
|
11.5K
$500K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-598- 0.12% |
$25.6K - $27.1K
|
479K
$20.7M
|