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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-192K- 65.08% |
$8.14M - $8.47M
|
103K
$4.49M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-593K- 62.03% |
$25.2M - $26.2M
|
363K
$15.8M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
126KNew |
$5.36M - $5.57M
|
126K
$5.5M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-18.5K- 20.48% |
$786K - $818K
|
72K
$3.14M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27.3K+ 5.7% |
$1.16M - $1.2M
|
506K
$22M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.08KNew |
$215K - $224K
|
5.08K
$221K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-68.3K- 5.85% |
$2.89M - $3.01M
|
1.1M
$47.8M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
44.5K+ 12.69% |
$1.89M - $1.96M
|
395K
$17.2M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21.2KNew |
$897K - $934K
|
21.2K
$922K
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
30New |
$1.27K - $1.32K
|
30
$1.31K
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-4.26K- 45.03% |
$181K - $188K
|
5.2K
$227K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-25.1K- 51.95% |
$1.07M - $1.11M
|
23.3K
$1.01M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
89+ 0.55% |
$3.77K - $3.93K
|
16.3K
$709K
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
47+ 1.08% |
$1.99K - $2.07K
|
4.38K
$191K
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-583- 7.57% |
$24.7K - $25.7K
|
7.12K
$310K
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-19.3K- 73.33% |
$817K - $850K
|
7.01K
$305K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-343K- 19.98% |
$14.5M - $15.1M
|
1.37M
$59.9M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-267K- 53.47% |
$11.3M - $11.8M
|
232K
$10.1M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.52K- 15.56% |
$192K - $199K
|
24.5K
$1.07M
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
49.7K+ 12.85% |
$2.11M - $2.19M
|
436K
$19M
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2+ 0.02% |
$84.8 - $88.2
|
13.2K
$576K
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
28.6K+ 6.74% |
$1.21M - $1.26M
|
453K
$19.8M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3K+ 6.62% |
$437K - $455K
|
166K
$7.24M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
124K+ 90.48% |
$5.24M - $5.45M
|
260K
$11.3M
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-4.08K- 11.53% |
$173K - $180K
|
31.3K
$1.37M
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
73New |
$3.1K - $3.22K
|
73
$3.18K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26.6K+ 6.21% |
$1.13M - $1.17M
|
455K
$19.8M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
887+ 0.65% |
$37.6K - $39.1K
|
138K
$6.03M
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.69K- 6.66% |
$71.8K - $74.7K
|
23.7K
$1.03M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.57K+ 30.06% |
$406K - $422K
|
41.4K
$1.8M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-45.1KClosed |
$1.91M - $1.99M
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.38K- 11.28% |
$58.3K - $60.7K
|
10.8K
$472K
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-79.9K- 20.84% |
$3.39M - $3.53M
|
303K
$13.2M
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-91.7K- 48.95% |
$3.89M - $4.05M
|
95.7K
$4.17M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-72.5K- 47.67% |
$3.07M - $3.2M
|
79.6K
$3.47M
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-41.9K- 24.56% |
$1.78M - $1.85M
|
129K
$5.61M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.8K+ 39.95% |
$2.33M - $2.42M
|
192K
$8.37M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-154K- 49.73% |
$6.52M - $6.78M
|
155K
$6.77M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-5.12K- 6.42% |
$217K - $226K
|
74.7K
$3.26M
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
26.2KNew |
$1.11M - $1.15M
|
26.2K
$1.14M
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-893- 12.28% |
$37.9K - $39.4K
|
6.38K
$278K
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-209K- 99.88% |
$8.85M - $9.21M
|
253
$11K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12+ 0.04% |
$509 - $529
|
33.4K
$1.46M
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-95- 1.69% |
$4.03K - $4.19K
|
5.52K
$241K
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-519- 0.49% |
$22K - $22.9K
|
105K
$4.59M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.65K- 80.44% |
$324K - $337K
|
1.86K
$81.1K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-591- 0.01% |
$25.1K - $26.1K
|
6.31M
$275M
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.15K- 14.03% |
$48.8K - $50.8K
|
7.06K
$308K
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-6.84K- 10.45% |
$290K - $301K
|
58.6K
$2.55M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-270K- 28.93% |
$11.5M - $11.9M
|
664K
$28.9M
|