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 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
39.8K+ 5.61% |
$1.75M - $1.82M
|
750K
$32.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-291- 7.25% |
$12.8K - $13.3K
|
3.73K
$163K
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
160K+ 1462.63% |
$7.05M - $7.3M
|
171K
$7.48M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
37New |
$1.63K - $1.69K
|
37
$1.62K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.55K- 5.68% |
$156K - $162K
|
58.9K
$2.57M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
22.8KNew |
$1.01M - $1.04M
|
22.8K
$999K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
1.2K+ 1.81% |
$52.9K - $54.8K
|
67.6K
$2.96M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-565- 8.49% |
$24.9K - $25.8K
|
6.09K
$266K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16K- 50.17% |
$696K - $734K
|
15.9K
$694K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
46K+ 16.33% |
$2.01M - $2.11M
|
328K
$14.3M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2- 0.09% |
$87.1 - $91.8
|
2.11K
$92.1K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.45K- 55.39% |
$150K - $158K
|
2.78K
$121K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
420KNew |
$18.3M - $19.3M
|
420K
$18.4M
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.68K+ 14.25% |
$73.1K - $77K
|
13.4K
$588K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
67+ 0.48% |
$2.92K - $3.08K
|
13.9K
$609K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
781New |
$34K - $35.8K
|
781
$34.1K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
11New |
$479 - $505
|
11
$481
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.8KNew |
$78.5K - $82.7K
|
1.8K
$78.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.76K- 82.15% |
$164K - $172K
|
816
$35.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.68K- 31.51% |
$117K - $123K
|
5.83K
$255K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
100New |
$4.21K - $4.51K
|
100
$4.37K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-24.1K- 99.32% |
$1.02M - $1.09M
|
166
$7.26K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.5K- 39.82% |
$189K - $203K
|
6.8K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
313New |
$13.2K - $14.1K
|
313
$13.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.19KNew |
$49.9K - $53.5K
|
1.19K
$51.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-225- 1.13% |
$9.47K - $10.1K
|
19.7K
$862K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-243- 3.97% |
$10.2K - $11K
|
5.88K
$257K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.87K- 53.29% |
$247K - $265K
|
5.15K
$225K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-37.3KClosed |
$1.57M - $1.68M
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.37K- 24.65% |
$99.6K - $107K
|
7.23K
$316K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
424+ 1.58% |
$17.9K - $19.1K
|
27.2K
$1.19M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.89KNew |
$206K - $220K
|
4.89K
$214K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-304K- 98.43% |
$12.8M - $13.7M
|
4.84K
$212K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
31.6KNew |
$1.33M - $1.42M
|
31.6K
$1.38M
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-3.28K- 12.41% |
$138K - $148K
|
23.2K
$1.01M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.97K+ 27.36% |
$336K - $360K
|
37.1K
$1.62M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-540- 7.31% |
$22.7K - $24.4K
|
6.85K
$299K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12New |
$505 - $541
|
12
$525
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
62New |
$2.61K - $2.8K
|
62
$2.71K
|
|
| Q3 2022 | |||||||
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-65.6K- 74.53% |
$2.84M - $3.13M
|
22.4K
$980K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
418New |
$18.1K - $19.9K
|
418
$18.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$1.73K - $1.91K
|
40
$1.75K
|
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-3.94K- 0.71% |
$170K - $188K
|
548K
$24M
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.64K- 14.94% |
$157K - $174K
|
20.7K
$906K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
112K+ 396.93% |
$4.85M - $5.36M
|
141K
$6.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
603New |
$26.1K - $28.8K
|
603
$26.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1K- 16.72% |
$43.2K - $47.7K
|
4.98K
$218K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-7.8K- 56.18% |
$337K - $372K
|
6.09K
$266K
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
8.67KNew |
$375K - $414K
|
8.67K
$379K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
934New |
$40.4K - $44.6K
|
934
$40.8K
|
|