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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
601New |
$26.5K - $27.4K
|
601
$26.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
53.4K+ 6.35% |
$2.35M - $2.44M
|
895K
$39M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
375New |
$16.5K - $17.1K
|
375
$16.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.31K- 51.91% |
$234K - $242K
|
4.92K
$215K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.76KNew |
$209K - $217K
|
4.76K
$207K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.48K+ 12.15% |
$109K - $113K
|
22.9K
$996K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-1.14K- 8.0% |
$50.2K - $52K
|
13.1K
$571K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
307New |
$13.5K - $14K
|
307
$13.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
89.7KNew |
$3.95M - $4.09M
|
89.7K
$3.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.34KNew |
$147K - $152K
|
3.34K
$146K
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
722+ 11.86% |
$31.8K - $32.9K
|
6.81K
$297K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.62KNew |
$204K - $211K
|
4.62K
$202K
|
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-354- 0.26% |
$15.6K - $16.1K
|
135K
$5.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
17.8KNew |
$785K - $813K
|
17.8K
$777K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 1.02% |
$176 - $182
|
396
$17.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.1KNew |
$225K - $233K
|
5.1K
$222K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
51New |
$2.25K - $2.33K
|
51
$2.22K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
39.8K+ 5.61% |
$1.75M - $1.82M
|
750K
$32.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-291- 7.25% |
$12.8K - $13.3K
|
3.73K
$162K
|
|
|
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
$996K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
37New |
$1.63K - $1.69K
|
37
$1.61K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.55K- 5.68% |
$156K - $162K
|
58.9K
$2.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
160K+ 1462.63% |
$7.05M - $7.3M
|
171K
$7.45M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
1.2K+ 1.81% |
$52.9K - $54.8K
|
67.6K
$2.95M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-565- 8.49% |
$24.9K - $25.8K
|
6.09K
$265K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16K- 50.17% |
$696K - $734K
|
15.9K
$692K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2- 0.09% |
$87.1 - $91.8
|
2.11K
$91.9K
|
|
|
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
$18.3M
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.68K+ 14.25% |
$73.1K - $77K
|
13.4K
$586K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
67+ 0.48% |
$2.92K - $3.08K
|
13.9K
$608K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
781New |
$34K - $35.8K
|
781
$34K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
11New |
$479 - $505
|
11
$479
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.8KNew |
$78.5K - $82.7K
|
1.8K
$78.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.76K- 82.15% |
$164K - $172K
|
816
$35.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.68K- 31.51% |
$117K - $123K
|
5.83K
$254K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.5K- 39.82% |
$189K - $203K
|
6.8K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-24.1K- 99.32% |
$1.02M - $1.09M
|
166
$7.23K
|
|
|
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
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.19KNew |
$49.9K - $53.5K
|
1.19K
$51.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-225- 1.13% |
$9.47K - $10.1K
|
19.7K
$860K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-243- 3.97% |
$10.2K - $11K
|
5.88K
$256K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.87K- 53.29% |
$247K - $265K
|
5.15K
$224K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-37.3KClosed |
$1.57M - $1.68M
|
0
$0
|
|
|
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
$213K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-304K- 98.43% |
$12.8M - $13.7M
|
4.84K
$211K
|
|
|
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
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-540- 7.31% |
$22.7K - $24.4K
|
6.85K
$299K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.97K+ 27.36% |
$336K - $360K
|
37.1K
$1.62M
|
|