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 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.15K+ 5.41% |
$48.4K - $50.2K
|
22.5K
$1.03M
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
5.57KNew |
$234K - $243K
|
5.57K
$255K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-453- 13.74% |
$19K - $19.8K
|
2.84K
$130K
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-97.4K- 47.82% |
$4.09M - $4.24M
|
106K
$4.86M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21.5K+ 8.62% |
$903K - $937K
|
271K
$12.4M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
61New |
$2.56K - $2.66K
|
61
$2.79K
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.24K- 4.24% |
$51.9K - $53.9K
|
27.9K
$1.28M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-112K- 70.54% |
$4.71M - $4.89M
|
46.8K
$2.14M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-484K- 13.62% |
$20.3M - $21.1M
|
3.07M
$140M
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
988+ 3.76% |
$41.5K - $43.1K
|
27.3K
$1.25M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.1K- 33.08% |
$130K - $135K
|
6.26K
$286K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.65K- 29.89% |
$111K - $115K
|
6.2K
$284K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-352K- 3.84% |
$14.8M - $15.3M
|
8.81M
$403M
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-31.3K- 18.68% |
$1.31M - $1.36M
|
136K
$6.23M
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-625- 2.91% |
$26.3K - $27.3K
|
20.9K
$954K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-93.9K- 81.66% |
$3.94M - $4.09M
|
21.1K
$964K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-368- 1.43% |
$15.5K - $16K
|
25.3K
$1.16M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.5K- 32.39% |
$567K - $589K
|
28.2K
$1.29M
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-413- 3.19% |
$17.4K - $18K
|
12.5K
$572K
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.92K+ 3.71% |
$165K - $171K
|
110K
$5.01M
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-930- 2.24% |
$39.1K - $40.5K
|
40.6K
$1.85M
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19+ 0.37% |
$798 - $828
|
5.19K
$237K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.84K- 4.54% |
$77.4K - $80.4K
|
38.7K
$1.77M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.4K+ 10.25% |
$563K - $584K
|
144K
$6.59M
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.96K+ 2.09% |
$82.5K - $85.6K
|
96.1K
$4.4M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
9.5K+ 35.02% |
$399K - $414K
|
36.6K
$1.67M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.19K- 16.59% |
$50.1K - $52K
|
5.99K
$274K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
68+ 1.09% |
$2.86K - $2.96K
|
6.29K
$288K
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.72K- 10.07% |
$198K - $206K
|
42.1K
$1.93M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20K+ 109.89% |
$838K - $870K
|
38.1K
$1.74M
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-116K- 55.49% |
$4.85M - $5.04M
|
92.6K
$4.24M
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
27.7K+ 6.1% |
$1.16M - $1.21M
|
482K
$22M
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-90.9K- 71.66% |
$3.82M - $3.96M
|
35.9K
$1.64M
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.13K- 23.61% |
$89.5K - $92.9K
|
6.89K
$315K
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
38+ 0.73% |
$1.6K - $1.66K
|
5.26K
$240K
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
15.5KNew |
$650K - $675K
|
15.5K
$707K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
17.4K+ 1.84% |
$730K - $758K
|
963K
$44M
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
8.6K+ 4.69% |
$361K - $375K
|
192K
$8.77M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27.5K+ 8.19% |
$1.16M - $1.2M
|
364K
$16.6M
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
76+ 0.53% |
$3.19K - $3.31K
|
14.5K
$662K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14.3K- 6.08% |
$600K - $623K
|
221K
$10.1M
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-32.3K- 13.14% |
$1.35M - $1.41M
|
213K
$9.74M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5.78K+ 53.45% |
$243K - $252K
|
16.6K
$758K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
2.13K+ 2.52% |
$89.4K - $92.7K
|
86.6K
$3.96M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.22K- 3.27% |
$177K - $184K
|
125K
$5.7M
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.25K- 13.73% |
$52.5K - $54.5K
|
7.85K
$359K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
95.3K+ 24.77% |
$4.01M - $4.16M
|
480K
$22M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.17K- 6.26% |
$133K - $138K
|
47.5K
$2.17M
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.7K- 7.76% |
$71.3K - $74K
|
20.2K
$922K
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.41K- 5.35% |
$59.4K - $61.7K
|
25K
$1.14M
|