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 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-4.75K- 24.78% |
$199K - $207K
|
14.4K
$659K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-219K- 19.52% |
$9.22M - $9.57M
|
905K
$41.4M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
32.9K+ 28.86% |
$1.38M - $1.43M
|
147K
$6.72M
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.7K+ 5.03% |
$576K - $597K
|
286K
$13.1M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.31KClosed |
$97.2K - $101K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
25.7K+ 14.78% |
$1.08M - $1.12M
|
199K
$9.12M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-241K- 3.32% |
$10.1M - $10.5M
|
7.02M
$321M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.52K- 0.52% |
$190K - $197K
|
870K
$39.8M
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
68.8KNew |
$2.89M - $3M
|
68.8K
$3.15M
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-7.57K- 31.83% |
$318K - $330K
|
16.2K
$741K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-74.3K- 19.26% |
$3.12M - $3.24M
|
311K
$14.2M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
20.8K+ 0.58% |
$872K - $905K
|
3.63M
$166M
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
350K+ 99.57% |
$14.7M - $15.3M
|
702K
$32.1M
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-870- 4.32% |
$36.5K - $37.9K
|
19.3K
$880K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-43.7K- 35.98% |
$1.84M - $1.91M
|
77.9K
$3.56M
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-696- 3.38% |
$29.2K - $30.3K
|
19.9K
$908K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-28.4K- 8.32% |
$1.19M - $1.24M
|
313K
$14.3M
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-7.6K- 12.88% |
$319K - $332K
|
51.4K
$2.35M
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.95K- 9.07% |
$124K - $129K
|
29.6K
$1.35M
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-161- 1.36% |
$6.76K - $7.02K
|
11.7K
$534K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.19K+ 11.17% |
$218K - $226K
|
51.7K
$2.36M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-50.6K- 11.2% |
$2.13M - $2.21M
|
402K
$18.4M
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
10.4KNew |
$437K - $454K
|
10.4K
$476K
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
44.6K+ 3.86% |
$1.87M - $1.95M
|
1.2M
$54.8M
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.9KNew |
$459K - $476K
|
10.9K
$500K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.85K+ 29.24% |
$77.6K - $80.5K
|
8.16K
$373K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
60+ 0.26% |
$2.52K - $2.62K
|
23.1K
$1.05M
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-13.3K- 16.55% |
$558K - $579K
|
67K
$3.06M
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
11.6K+ 12.09% |
$487K - $506K
|
108K
$4.92M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.55K+ 1.71% |
$191K - $198K
|
270K
$12.4M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.7K- 24.05% |
$155K - $161K
|
11.7K
$534K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12K+ 11.17% |
$503K - $522K
|
119K
$5.45M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.6K- 8.37% |
$151K - $157K
|
39.4K
$1.8M
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
9.51KNew |
$400K - $415K
|
9.51K
$435K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.4K- 82.2% |
$58.6K - $60.8K
|
302
$13.8K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
16K+ 4.55% |
$673K - $698K
|
368K
$16.8M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
346+ 4.59% |
$14.5K - $15.1K
|
7.88K
$360K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.33K+ 57.33% |
$224K - $232K
|
14.6K
$668K
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.01K- 2.23% |
$84.4K - $87.6K
|
88.1K
$4.03M
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-95.5K- 31.85% |
$4.01M - $4.16M
|
204K
$9.34M
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-473- 1.74% |
$19.9K - $20.6K
|
26.7K
$1.22M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.05K- 36.67% |
$170K - $177K
|
7K
$320K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.54K+ 116.38% |
$64.8K - $67.2K
|
2.87K
$131K
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
482KNew |
$20.2M - $21M
|
482K
$22M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.6K- 3.57% |
$865K - $898K
|
556K
$25.4M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
97New |
$4.07K - $4.23K
|
97
$4.43K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
41.7K+ 7.88% |
$1.75M - $1.82M
|
572K
$26.1M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.2KNew |
$1.23M - $1.27M
|
29.2K
$1.34M
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
50.2K+ 19.81% |
$2.11M - $2.19M
|
304K
$13.9M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
57.6KNew |
$2.42M - $2.51M
|
57.6K
$2.63M
|