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 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-636- 20.83% |
$27.2K - $28.9K
|
2.42K
$105K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-650- 40.63% |
$27.8K - $29.5K
|
950
$41.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-656- 49.85% |
$28.1K - $29.8K
|
660
$28.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-673- 3.77% |
$28.8K - $30.5K
|
17.2K
$744K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-801- 0.11% |
$34.3K - $36.3K
|
733K
$31.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-806- 9.85% |
$34.5K - $36.6K
|
7.38K
$320K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-941- 1.31% |
$40.3K - $42.7K
|
71.1K
$3.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-999- 18.73% |
$42.8K - $45.3K
|
4.34K
$188K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.11K- 4.3% |
$47.5K - $50.3K
|
24.7K
$1.07M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-1.16K- 8.17% |
$49.6K - $52.6K
|
13K
$564K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.29K- 7.01% |
$55.4K - $58.7K
|
17.1K
$743K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 5.4% |
$56K - $59.4K
|
22.9K
$992K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.4K- 2.54% |
$60K - $63.6K
|
53.7K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.47K- 18.78% |
$63.1K - $66.9K
|
6.38K
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.54K- 84.22% |
$66.1K - $70K
|
289
$12.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.56K- 10.02% |
$66.7K - $70.7K
|
14K
$606K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.57K- 6.76% |
$67.3K - $71.3K
|
21.7K
$939K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.78K- 22.33% |
$76.2K - $80.7K
|
6.18K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.8K- 3.73% |
$77.2K - $81.8K
|
46.5K
$2.01M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2.01K- 5.73% |
$86.2K - $91.3K
|
33.1K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.04K- 7.51% |
$87.3K - $92.4K
|
25.1K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.04K- 2.48% |
$87.4K - $92.5K
|
80.3K
$3.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.12K- 47.92% |
$90.9K - $96.3K
|
2.31K
$99.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.25K- 1.97% |
$96.3K - $102K
|
112K
$4.83M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.28K- 5.58% |
$97.8K - $104K
|
38.7K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.43K- 28.6% |
$104K - $110K
|
6.07K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.46K- 15.77% |
$105K - $112K
|
13.2K
$570K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.54K- 3.29% |
$109K - $115K
|
74.7K
$3.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.63K- 24.66% |
$113K - $119K
|
8.03K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.24K- 2.46% |
$139K - $147K
|
129K
$5.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-3.31K- 30.02% |
$142K - $150K
|
7.73K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.35K- 4.02% |
$144K - $152K
|
80.1K
$3.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.6K- 9.68% |
$154K - $163K
|
33.6K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.92K- 2.94% |
$168K - $178K
|
129K
$5.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.37K- 14.13% |
$187K - $198K
|
26.5K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.15K- 0.8% |
$221K - $234K
|
641K
$27.8M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-5.84K- 4.61% |
$250K - $265K
|
121K
$5.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.41K- 25.09% |
$275K - $291K
|
19.1K
$829K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-6.69K- 7.27% |
$287K - $304K
|
85.3K
$3.7M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.86K- 25.59% |
$294K - $311K
|
20K
$865K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.77K- 11.82% |
$333K - $353K
|
58K
$2.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-8.1K- 12.51% |
$347K - $368K
|
56.7K
$2.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-8.66K- 24.44% |
$371K - $393K
|
26.8K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.71K- 2.31% |
$373K - $395K
|
368K
$15.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.2K- 13.28% |
$479K - $507K
|
73K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-11.6K- 24.6% |
$495K - $524K
|
35.4K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.7K- 20.58% |
$501K - $530K
|
45.1K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.1K- 27.6% |
$520K - $551K
|
31.8K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-13.8K- 37.91% |
$592K - $627K
|
22.6K
$981K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-14.6K- 29.21% |
$624K - $661K
|
35.3K
$1.53M
|