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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
420KNew |
$18.3M - $19.3M
|
420K
$18.2M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
67+ 0.48% |
$2.92K - $3.08K
|
13.9K
$604K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
781New |
$34K - $35.8K
|
781
$33.9K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
11New |
$479 - $505
|
11
$477
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.8KNew |
$78.5K - $82.7K
|
1.8K
$78.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.76K- 82.15% |
$164K - $172K
|
816
$35.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.68K- 31.51% |
$117K - $123K
|
5.83K
$253K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
313New |
$13.2K - $14.1K
|
313
$13.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.5K- 39.82% |
$189K - $203K
|
6.8K
$295K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-24.1K- 99.32% |
$1.02M - $1.09M
|
166
$7.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.19KNew |
$49.9K - $53.5K
|
1.19K
$51.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-225- 1.13% |
$9.47K - $10.1K
|
19.7K
$855K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-243- 3.97% |
$10.2K - $11K
|
5.88K
$255K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.87K- 53.29% |
$247K - $265K
|
5.15K
$223K
|
|
|
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
$313K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
424+ 1.58% |
$17.9K - $19.1K
|
27.2K
$1.18M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.89KNew |
$206K - $220K
|
4.89K
$212K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-304K- 98.43% |
$12.8M - $13.7M
|
4.84K
$210K
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-3.28K- 12.41% |
$138K - $148K
|
23.2K
$1M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-540- 7.31% |
$22.7K - $24.4K
|
6.85K
$297K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.97K+ 27.36% |
$336K - $360K
|
37.1K
$1.61M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
31.6KNew |
$1.33M - $1.42M
|
31.6K
$1.37M
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12New |
$505 - $541
|
12
$520
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
62New |
$2.61K - $2.8K
|
62
$2.69K
|
|
| Q3 2022 | |||||||
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-65.6K- 74.53% |
$2.84M - $3.13M
|
22.4K
$972K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
418New |
$18.1K - $19.9K
|
418
$18.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$1.73K - $1.91K
|
40
$1.73K
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.64K- 14.94% |
$157K - $174K
|
20.7K
$898K
|
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-3.94K- 0.71% |
$170K - $188K
|
548K
$23.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
112K+ 396.93% |
$4.85M - $5.36M
|
141K
$6.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
603New |
$26.1K - $28.8K
|
603
$26.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1K- 16.72% |
$43.2K - $47.7K
|
4.98K
$216K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-7.8K- 56.18% |
$337K - $372K
|
6.09K
$264K
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
8.67KNew |
$375K - $414K
|
8.67K
$376K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
934New |
$40.4K - $44.6K
|
934
$40.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.83KClosed |
$208K - $230K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-109K- 45.49% |
$4.72M - $5.21M
|
131K
$5.67M
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
15.8K+ 46.66% |
$685K - $756K
|
49.8K
$2.16M
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-1.97K- 12.6% |
$85.2K - $94.1K
|
13.7K
$593K
|
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-41- 0.2% |
$1.77K - $1.96K
|
20.5K
$889K
|
|
|
Oct 14, 2022
Q3 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-153- 3.13% |
$6.61K - $7.3K
|
4.73K
$205K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.24K- 11.8% |
$53.5K - $59.1K
|
9.25K
$401K
|
|
| Q2 2022 | |||||||
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-18.9KClosed |
$856K - $937K
|
0
$0
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-351KClosed |
$15.9M - $17.4M
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.89KNew |
$221K - $242K
|
4.89K
$212K
|
|
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.54KNew |
$205K - $225K
|
4.54K
$197K
|
|
|
Aug 15, 2022
Q2 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.03K- 2.67% |
$137K - $150K
|
110K
$4.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-15.1KClosed |
$683K - $748K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.38KClosed |
$153K - $167K
|
0
$0
|
|