Latest Institutional Transactions on First Tr ETF Viii Tcw Opportun (FIXD)
This table provides information on the latest institutional transactions involving First Tr ETF Viii Tcw Opportun (FIXD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| 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
$18.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
39.3K+ 91.05% |
$1.68M - $1.78M
|
82.4K
$3.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-673- 3.77% |
$28.8K - $30.5K
|
17.2K
$745K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
509+ 3.63% |
$21.8K - $23.1K
|
14.5K
$630K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-999- 18.73% |
$42.8K - $45.3K
|
4.34K
$188K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
308+ 1.67% |
$13.2K - $14K
|
18.7K
$814K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-636- 20.83% |
$27.2K - $28.9K
|
2.42K
$105K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2.01K- 5.73% |
$86.2K - $91.3K
|
33.1K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
428K+ 297136.81% |
$18.3M - $19.4M
|
428K
$18.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.21K+ 2.39% |
$51.9K - $55K
|
51.8K
$2.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3KNew |
$129K - $136K
|
3K
$130K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.35K+ 3.41% |
$101K - $107K
|
71.3K
$3.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21.3K+ 10.47% |
$912K - $966K
|
225K
$9.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.18K+ 2.29% |
$93.4K - $98.9K
|
97.3K
$4.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-231K- 18.81% |
$9.9M - $10.5M
|
997K
$43.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-503- 1.22% |
$21.5K - $22.8K
|
40.7K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
14.1K+ 25.92% |
$605K - $641K
|
68.6K
$2.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-3.31K- 30.02% |
$142K - $150K
|
7.73K
$335K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.96K+ 8.73% |
$169K - $179K
|
49.3K
$2.14M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
77+ 0.15% |
$3.3K - $3.49K
|
50.3K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26K+ 54.08% |
$1.11M - $1.18M
|
74K
$3.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.59K+ 14.65% |
$111K - $117K
|
20.2K
$879K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-15.2K- 6.04% |
$653K - $692K
|
237K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.11K+ 2.9% |
$47.4K - $50.2K
|
39.3K
$1.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.2K- 13.28% |
$479K - $507K
|
73K
$3.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-595- 4.9% |
$25.5K - $27K
|
11.5K
$501K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.08K+ 6.59% |
$346K - $367K
|
131K
$5.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-113K- 33.0% |
$4.86M - $5.14M
|
230K
$9.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
209New |
$8.95K - $9.48K
|
209
$9.07K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.71K- 2.31% |
$373K - $395K
|
368K
$16M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
359K+ 37.1% |
$15.4M - $16.3M
|
1.33M
$57.6M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.4K- 2.54% |
$60K - $63.6K
|
53.7K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-118K- 39.74% |
$5.07M - $5.37M
|
179K
$7.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.2KNew |
$51.2K - $54.3K
|
1.2K
$51.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.04K- 7.51% |
$87.3K - $92.4K
|
25.1K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-50.9K- 12.03% |
$2.18M - $2.31M
|
373K
$16.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
66.6K+ 18.41% |
$2.85M - $3.02M
|
428K
$18.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-165- 0.19% |
$7.07K - $7.49K
|
85.9K
$3.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-151- 0.32% |
$6.47K - $6.85K
|
46.7K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-941- 1.31% |
$40.3K - $42.7K
|
71.1K
$3.09M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-64K- 19.98% |
$2.74M - $2.9M
|
256K
$11.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-598- 0.12% |
$25.6K - $27.1K
|
479K
$20.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-656- 49.85% |
$28.1K - $29.8K
|
660
$28.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.86K+ 2.36% |
$165K - $175K
|
167K
$7.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
9.32K+ 27.03% |
$399K - $423K
|
43.8K
$1.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.63K+ 6.97% |
$69.6K - $73.7K
|
25K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-8- 0.13% |
$343 - $363
|
6.28K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
555+ 11.95% |
$23.8K - $25.2K
|
5.2K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
21.8K+ 11.25% |
$932K - $988K
|
215K
$9.34M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.29K- 7.01% |
$55.4K - $58.7K
|
17.1K
$744K
|