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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.87K- 53.29% |
$247K - $265K
|
5.15K
$230K
|
|
|
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
$1.22M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.89KNew |
$206K - $220K
|
4.89K
$218K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-304K- 98.43% |
$12.8M - $13.7M
|
4.84K
$216K
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-3.28K- 12.41% |
$138K - $148K
|
23.2K
$1.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
31.6KNew |
$1.33M - $1.42M
|
31.6K
$1.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-540- 7.31% |
$22.7K - $24.4K
|
6.85K
$306K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.97K+ 27.36% |
$336K - $360K
|
37.1K
$1.66M
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12New |
$505 - $541
|
12
$536
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
62New |
$2.61K - $2.8K
|
62
$2.77K
|
|
| Q3 2022 | |||||||
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-65.6K- 74.53% |
$2.84M - $3.13M
|
22.4K
$1M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$1.73K - $1.91K
|
40
$1.79K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
418New |
$18.1K - $19.9K
|
418
$18.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-3.94K- 0.71% |
$170K - $188K
|
548K
$24.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.64K- 14.94% |
$157K - $174K
|
20.7K
$926K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
112K+ 396.93% |
$4.85M - $5.36M
|
141K
$6.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
603New |
$26.1K - $28.8K
|
603
$26.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1K- 16.72% |
$43.2K - $47.7K
|
4.98K
$223K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-7.8K- 56.18% |
$337K - $372K
|
6.09K
$272K
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
8.67KNew |
$375K - $414K
|
8.67K
$388K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
934New |
$40.4K - $44.6K
|
934
$41.7K
|
|
|
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
$5.85M
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
15.8K+ 46.66% |
$685K - $756K
|
49.8K
$2.23M
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-1.97K- 12.6% |
$85.2K - $94.1K
|
13.7K
$611K
|
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-41- 0.2% |
$1.77K - $1.96K
|
20.5K
$916K
|
|
|
Oct 14, 2022
Q3 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-153- 3.13% |
$6.61K - $7.3K
|
4.73K
$211K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.24K- 11.8% |
$53.5K - $59.1K
|
9.25K
$413K
|
|
| 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 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
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-27Closed |
$1.22K - $1.34K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.34KClosed |
$196K - $215K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.03K- 2.67% |
$137K - $150K
|
110K
$4.93M
|
|
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.54KNew |
$205K - $225K
|
4.54K
$203K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-115KClosed |
$5.21M - $5.7M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
11.9KNew |
$537K - $588K
|
11.9K
$530K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-22Closed |
$995 - $1.09K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-238KClosed |
$10.8M - $11.8M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.32KClosed |
$195K - $214K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-114Closed |
$5.16K - $5.65K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.12KClosed |
$232K - $254K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-6.9K- 21.99% |
$312K - $342K
|
24.5K
$1.09M
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-160Closed |
$7.24K - $7.92K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
280New |
$12.7K - $13.9K
|
280
$12.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
700New |
$31.7K - $34.7K
|
700
$31.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-82.2KClosed |
$3.72M - $4.07M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
53+ 0.6% |
$2.4K - $2.62K
|
8.85K
$396K
|
|