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 12, 2021
Q4 2020
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-23.1KClosed |
$1.26M - $1.28M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-10KClosed |
$549K - $556K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-227KClosed |
$12.4M - $12.6M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
151KNew |
$8.25M - $8.35M
|
151K
$6.74M
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
300+ 7.14% |
$16.5K - $16.7K
|
4.5K
$201K
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-209Closed |
$11.5K - $11.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
204K+ 2763.97% |
$10.8M - $11.2M
|
211K
$9.43M
|
|
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
SELL
|
- |
-10KClosed |
$530K - $550K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-891Closed |
$47.1K - $48.8K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-396Closed |
$20.9K - $21.7K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-130KClosed |
$6.88M - $7.13M
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
1776 Wealth LLC
|
SELL
|
- |
-9Closed |
$476 - $493
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-40Closed |
$1.99K - $2.17K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-51.4KClosed |
$2.55M - $2.79M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-43Closed |
$2.14K - $2.33K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 05, 2020
Q4 2019
|
Private Ocean, LLC
|
SELL
|
- |
-83Closed |
$4.28K - $4.41K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-2.14KClosed |
$110K - $114K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-39Closed |
$1.96K - $2.02K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Aspire Private Capital, LLC
|
SELL
|
- |
-7Closed |
$352 - $363
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-99Closed |
$4.97K - $5.13K
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-2.04KClosed |
$102K - $105K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
10.3KNew |
$504K - $513K
|
10.3K
$462K
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-23.6KClosed |
$1.16M - $1.17M
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 16, 2018
Q1 2018
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-26.9KClosed |
$1.32M - $1.36M
|
0
$0
|
|
| Q4 2017 | |||||||
|
Mar 11, 2024
Q4 2017
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
6.67KNew |
$337K - $340K
|
6.67K
$298K
|
|