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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-2.55K- 4.17% |
$109K - $113K
|
58.5K
$2.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-215K- 92.84% |
$9.19M - $9.52M
|
16.6K
$724K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-562- 2.64% |
$24K - $24.9K
|
20.7K
$904K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
964+ 4.49% |
$41.2K - $42.6K
|
22.5K
$978K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-57.2K- 85.82% |
$2.45M - $2.53M
|
9.46K
$412K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.33K- 1.28% |
$56.9K - $58.9K
|
103K
$4.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-449- 2.44% |
$19.2K - $19.9K
|
18K
$783K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.68K+ 44.86% |
$115K - $119K
|
8.66K
$377K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
82+ 1.44% |
$3.5K - $3.63K
|
5.78K
$252K
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
10.7K+ 1.89% |
$456K - $472K
|
575K
$25.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-8.8K- 6.89% |
$376K - $389K
|
119K
$5.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.34K- 9.55% |
$57K - $59.1K
|
12.6K
$551K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-898- 9.79% |
$38.4K - $39.7K
|
8.27K
$360K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
4.45K+ 5.03% |
$190K - $197K
|
92.9K
$4.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-138K- 71.91% |
$5.89M - $6.1M
|
53.9K
$2.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-87K- 72.5% |
$3.72M - $3.85M
|
33K
$1.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-20.7K- 51.8% |
$886K - $917K
|
19.3K
$841K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-4.52K- 43.04% |
$193K - $200K
|
5.98K
$261K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
27.4K+ 2.22% |
$1.17M - $1.21M
|
1.26M
$55M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-5.5K- 12.82% |
$235K - $243K
|
37.4K
$1.63M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
26+ 0.65% |
$1.11K - $1.15K
|
4.04K
$176K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-27.3K- 70.63% |
$1.17M - $1.21M
|
11.3K
$494K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.91K+ 1.6% |
$81.5K - $84.4K
|
121K
$5.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 1.09% |
$769 - $796
|
1.68K
$73K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 1.07% |
$256 - $265
|
569
$24.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.19K- 51.31% |
$51K - $52.8K
|
1.13K
$49.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-91.7K- 30.98% |
$3.92M - $4.05M
|
204K
$8.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-38- 0.11% |
$1.62K - $1.68K
|
35.3K
$1.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-34- 0.54% |
$1.45K - $1.5K
|
6.28K
$274K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-11K- 4.88% |
$472K - $489K
|
215K
$9.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-7.45K- 24.77% |
$318K - $330K
|
22.6K
$986K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
7+ 0.11% |
$299 - $310
|
6.59K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
685+ 7.75% |
$29.3K - $30.3K
|
9.53K
$415K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.23K+ 12.84% |
$52.7K - $54.5K
|
10.8K
$472K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-1.15K- 11.89% |
$49.1K - $50.8K
|
8.52K
$371K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
21.8KNew |
$931K - $964K
|
21.8K
$950K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.07% |
$427 - $442
|
14.9K
$650K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
4.75KNew |
$203K - $210K
|
4.75K
$207K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.09K- 6.0% |
$175K - $181K
|
64K
$2.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
32.4KNew |
$1.38M - $1.43M
|
32.4K
$1.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-46- 0.63% |
$1.97K - $2.04K
|
7.26K
$316K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-417- 0.94% |
$17.8K - $18.4K
|
44K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-1.56K- 14.06% |
$66.7K - $69.1K
|
9.55K
$416K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.33K- 7.22% |
$142K - $147K
|
42.8K
$1.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-851- 12.35% |
$36.4K - $37.6K
|
6.04K
$263K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-540- 3.05% |
$23.1K - $23.9K
|
17.2K
$748K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.1K- 18.69% |
$604K - $626K
|
61.5K
$2.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15+ 0.01% |
$641 - $664
|
123K
$5.36M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-158K- 67.06% |
$6.77M - $7.01M
|
77.8K
$3.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.28K- 10.23% |
$226K - $234K
|
46.4K
$2.02M
|