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 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-174K- 28.86% |
$7.44M - $7.88M
|
428K
$18.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200K- 39.98% |
$8.55M - $9.06M
|
300K
$13M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-231K- 18.81% |
$9.9M - $10.5M
|
997K
$43.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-340K- 22.11% |
$14.6M - $15.5M
|
1.2M
$52M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-351K- 89.27% |
$15.1M - $15.9M
|
42.3K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-415K- 92.97% |
$17.8M - $18.8M
|
31.4K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-458K- 94.57% |
$19.6M - $20.8M
|
26.3K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-622K- 15.86% |
$26.6M - $28.2M
|
3.3M
$143M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-661K- 20.41% |
$28.3M - $30M
|
2.58M
$112M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-734K- 10.42% |
$31.5M - $33.3M
|
6.31M
$274M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-981K- 10.4% |
$42M - $44.5M
|
8.45M
$366M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.27M- 99.15% |
$54.5M - $57.8M
|
10.9K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.15M- 17.33% |
$92.3M - $97.8M
|
10.3M
$445M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-7.49M- 96.21% |
$321M - $340M
|
295K
$12.8M
|