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 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.73K+ 7.46% |
$117K - $125K
|
39.4K
$1.7M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.52K+ 12.0% |
$365K - $390K
|
79.5K
$3.44M
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
74+ 1.41% |
$3.17K - $3.39K
|
5.33K
$231K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.9K+ 9.94% |
$1.15M - $1.23M
|
298K
$12.9M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
215New |
$9.22K - $9.84K
|
215
$9.3K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
616K+ 6.99% |
$26.4M - $28.2M
|
9.43M
$408M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-7.51K- 7.07% |
$322K - $344K
|
98.7K
$4.27M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19.1K+ 18.4% |
$817K - $872K
|
123K
$5.31M
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-20K- 29.86% |
$857K - $915K
|
47K
$2.03M
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-675- 2.55% |
$28.9K - $30.9K
|
25.8K
$1.12M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
627K+ 170.69% |
$26.9M - $28.7M
|
994K
$43M
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.81K+ 80.59% |
$378K - $403K
|
19.7K
$854K
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.91K- 2.65% |
$125K - $133K
|
107K
$4.62M
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.21K+ 1177.67% |
$52K - $55.5K
|
1.32K
$56.9K
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.57K+ 9.77% |
$67.4K - $71.9K
|
17.7K
$764K
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-44.8K- 30.08% |
$1.92M - $2.05M
|
104K
$4.51M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-223K- 25.99% |
$9.54M - $10.2M
|
634K
$27.4M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.22K+ 3.38% |
$181K - $193K
|
129K
$5.58M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
222New |
$9.52K - $10.2K
|
222
$9.6K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-567- 0.66% |
$24.3K - $25.9K
|
86K
$3.72M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
257K+ 3.42% |
$11M - $11.8M
|
7.79M
$337M
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.36K+ 3.55% |
$101K - $108K
|
68.9K
$2.98M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
167K+ 5.44% |
$7.16M - $7.64M
|
3.24M
$140M
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
216+ 1.73% |
$9.26K - $9.88K
|
12.7K
$551K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.68K+ 12.15% |
$72.2K - $77.1K
|
15.5K
$672K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
34K+ 89.14% |
$1.46M - $1.55M
|
72.1K
$3.12M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-4.34K- 8.24% |
$186K - $198K
|
48.3K
$2.09M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19.8K+ 70.33% |
$850K - $907K
|
48K
$2.08M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.62K+ 6.43% |
$370K - $395K
|
143K
$6.17M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.5K+ 3.81% |
$620K - $662K
|
394K
$17M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23.8K+ 4.15% |
$1.02M - $1.09M
|
595K
$25.8M
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.67KNew |
$243K - $259K
|
5.67K
$245K
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
282+ 1.29% |
$12.1K - $12.9K
|
22.1K
$956K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
191K+ 61.74% |
$8.17M - $8.72M
|
499K
$21.6M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.18K+ 3.27% |
$222K - $237K
|
164K
$7.08M
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.45K- 8.49% |
$62.1K - $66.3K
|
15.6K
$676K
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
39.2K+ 12.89% |
$1.68M - $1.79M
|
343K
$14.8M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
591New |
$25.3K - $27K
|
591
$25.6K
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-6.08K- 37.51% |
$261K - $278K
|
10.1K
$438K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
507+ 2.23% |
$21.7K - $23.2K
|
23.2K
$1.01M
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-3.01K- 11.04% |
$129K - $138K
|
24.3K
$1.05M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.18KNew |
$222K - $237K
|
5.18K
$224K
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
45.1K+ 10.28% |
$1.93M - $2.07M
|
484K
$21M
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-1.06K- 5.68% |
$45.5K - $48.6K
|
17.6K
$763K
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-16.9K- 3.41% |
$726K - $775K
|
479K
$20.7M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-64- 0.02% |
$2.74K - $2.93K
|
327K
$14.2M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
15.8K+ 8.29% |
$677K - $722K
|
206K
$8.92M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20K- 5.51% |
$859K - $917K
|
344K
$14.9M
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
725+ 4.24% |
$31.1K - $33.2K
|
17.8K
$771K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.31K+ 1.16% |
$142K - $152K
|
288K
$12.5M
|