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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-63- 1.01% |
$2.7K - $2.88K
|
6.2K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.5KNew |
$64.3K - $68.6K
|
1.5K
$65.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
396KNew |
$17M - $18.1M
|
396K
$17.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.39K+ 8.97% |
$145K - $155K
|
41.2K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.05K+ 7.93% |
$173K - $185K
|
55.1K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.79K- 11.32% |
$76.7K - $81.8K
|
14K
$612K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
214K+ 28.43% |
$9.18M - $9.8M
|
967K
$42.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
290K+ 422.11% |
$12.5M - $13.3M
|
359K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-8.18K- 10.29% |
$351K - $374K
|
71.3K
$3.12M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
46.1K+ 16.11% |
$1.98M - $2.11M
|
332K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.6K+ 0.45% |
$1.35M - $1.45M
|
7.05M
$308M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.12K+ 1.0% |
$134K - $143K
|
314K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.52K- 92.61% |
$108K - $115K
|
201
$8.79K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.36K+ 63.58% |
$144K - $154K
|
8.63K
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.1K+ 70.08% |
$777K - $829K
|
44K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-58.7K- 3.67% |
$2.52M - $2.69M
|
1.54M
$67.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.38K+ 22.15% |
$59.3K - $63.3K
|
7.63K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-35.1K- 6.31% |
$1.51M - $1.61M
|
521K
$22.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.7K+ 41.96% |
$1.4M - $1.49M
|
111K
$4.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.37K+ 1.65% |
$144K - $154K
|
208K
$9.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.9K- 1.54% |
$596K - $636K
|
891K
$38.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-351K- 87.41% |
$15M - $16.1M
|
50.5K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
8.3K+ 17.97% |
$356K - $380K
|
54.5K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-202- 1.61% |
$8.66K - $9.24K
|
12.3K
$538K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.82K- 10.99% |
$78.1K - $83.4K
|
14.8K
$645K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.97K+ 3.31% |
$213K - $227K
|
155K
$6.79M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-840- 1.64% |
$36K - $38.4K
|
50.2K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
500+ 6.13% |
$21.4K - $22.9K
|
8.66K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-769- 8.08% |
$33K - $35.2K
|
8.74K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.06K- 2.34% |
$88.3K - $94.3K
|
86K
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
55.4K+ 4.62% |
$2.37M - $2.53M
|
1.25M
$54.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.72K+ 8.73% |
$117K - $124K
|
33.8K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.4K- 11.03% |
$188K - $201K
|
35.4K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.84K+ 30.03% |
$207K - $221K
|
20.9K
$915K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-53.1K- 16.96% |
$2.27M - $2.43M
|
260K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.85K- 6.93% |
$79.3K - $84.6K
|
24.8K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.44K+ 0.76% |
$61.9K - $66K
|
191K
$8.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.75K- 1.86% |
$74.8K - $79.9K
|
92K
$4.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.8K- 5.43% |
$249K - $266K
|
101K
$4.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
47.3K+ 9.84% |
$2.03M - $2.16M
|
527K
$23.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-703- 1.73% |
$30.1K - $32.2K
|
39.9K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-213- 1.02% |
$9.13K - $9.75K
|
20.7K
$903K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
136New |
$5.83K - $6.22K
|
136
$5.94K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-30.8K- 22.61% |
$1.32M - $1.41M
|
105K
$4.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.74KNew |
$203K - $217K
|
4.74K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-46- 0.95% |
$1.97K - $2.1K
|
4.79K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.7K+ 32.29% |
$716K - $764K
|
68.4K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.03K+ 3.05% |
$87K - $92.8K
|
68.5K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.43K+ 5.48% |
$104K - $111K
|
46.8K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-10.5K- 90.13% |
$451K - $481K
|
1.15K
$50.4K
|