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 |
---|---|---|---|---|---|---|---|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-96.4K- 7.58% |
$4.12M - $4.26M
|
1.18M
$52.5M
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
520New |
$22.2K - $23K
|
520
$23.2K
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.16K- 4.45% |
$263K - $272K
|
132K
$5.91M
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1M- 97.25% |
$42.9M - $44.4M
|
28.4K
$1.27M
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-4.95K- 15.58% |
$211K - $219K
|
26.8K
$1.2M
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.07K+ 28.59% |
$131K - $136K
|
13.8K
$618K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
348K+ 181.09% |
$14.9M - $15.4M
|
541K
$24.2M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-853K- 9.13% |
$36.5M - $37.7M
|
8.49M
$379M
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.99K- 18.08% |
$84.9K - $87.9K
|
9K
$402K
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.48K+ 12.98% |
$405K - $419K
|
82.4K
$3.68M
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-13.2K- 10.25% |
$564K - $584K
|
115K
$5.16M
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-547- 0.93% |
$23.4K - $24.2K
|
58.1K
$2.59M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.09M- 17.32% |
$46.7M - $48.4M
|
5.22M
$233M
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
16.7K+ 29.29% |
$713K - $738K
|
73.7K
$3.29M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-208K- 21.99% |
$8.89M - $9.2M
|
738K
$33M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-64K- 59.67% |
$2.73M - $2.83M
|
43.3K
$1.93M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.45M+ 105.88% |
$62.1M - $64.3M
|
2.83M
$126M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.96K- 6.74% |
$83.8K - $86.8K
|
27.1K
$1.21M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-213K- 81.98% |
$9.12M - $9.44M
|
46.9K
$2.1M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-124K- 18.7% |
$5.3M - $5.49M
|
540K
$24.1M
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
77+ 0.62% |
$3.29K - $3.41K
|
12.4K
$554K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
34.8K+ 18.1% |
$1.49M - $1.54M
|
227K
$10.1M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-215K- 30.92% |
$9.17M - $9.49M
|
479K
$21.4M
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-6.41K- 21.22% |
$274K - $284K
|
23.8K
$1.06M
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-14.7K- 32.31% |
$629K - $652K
|
30.9K
$1.38M
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.91K- 3.66% |
$124K - $129K
|
76.7K
$3.43M
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
156K+ 22.73% |
$6.65M - $6.89M
|
840K
$37.6M
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-70.5K- 67.14% |
$3.01M - $3.12M
|
34.5K
$1.54M
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.36K+ 805.73% |
$186K - $193K
|
4.9K
$219K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.55M- 75.08% |
$109M - $113M
|
847K
$37.8M
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.07K+ 5.26% |
$174K - $180K
|
81.5K
$3.64M
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.77K- 11.06% |
$289K - $299K
|
54.4K
$2.43M
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.31K+ 22.82% |
$227K - $235K
|
28.6K
$1.28M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.26K+ 4.67% |
$310K - $321K
|
163K
$7.27M
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2.85K- 4.81% |
$122K - $126K
|
56.4K
$2.52M
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-201K- 62.54% |
$8.57M - $8.87M
|
120K
$5.37M
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-431- 2.64% |
$18.4K - $19.1K
|
15.9K
$710K
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.11K+ 1.06% |
$47.6K - $49.3K
|
107K
$4.76M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-563K- 17.14% |
$24.1M - $24.9M
|
2.72M
$122M
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.7K- 5.46% |
$541K - $560K
|
219K
$9.81M
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
30.6K+ 28.9% |
$1.31M - $1.35M
|
136K
$6.09M
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
296+ 6.0% |
$12.6K - $13.1K
|
5.23K
$234K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.1K+ 3.26% |
$47K - $48.7K
|
34.8K
$1.56M
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.01K- 6.73% |
$43K - $44.5K
|
13.9K
$623K
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
76.8KNew |
$3.28M - $3.4M
|
76.8K
$3.43M
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.47K+ 3.43% |
$105K - $109K
|
74.4K
$3.33M
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.9K+ 76.87% |
$167K - $173K
|
8.98K
$401K
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
21.2K+ 21.12% |
$904K - $937K
|
121K
$5.43M
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.32K- 29.73% |
$99.2K - $103K
|
5.49K
$245K
|