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 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.42K+ 2695.28% |
$148K - $153K
|
3.55K
$158K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19+ 1.13% |
$824 - $851
|
1.69K
$75.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-4K- 6.02% |
$173K - $179K
|
62.5K
$2.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 0.03% |
$43.4 - $44.8
|
3K
$133K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
109K+ 5.03% |
$4.72M - $4.87M
|
2.27M
$101M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
146+ 1.95% |
$6.33K - $6.54K
|
7.62K
$338K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.13K- 5.64% |
$222K - $230K
|
85.7K
$3.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.84K- 11.05% |
$79.6K - $82.2K
|
14.8K
$655K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-223- 4.52% |
$9.67K - $9.99K
|
4.72K
$209K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
19.2K+ 1.52% |
$831K - $859K
|
1.28M
$56.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-291- 0.58% |
$12.6K - $13K
|
49.9K
$2.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-90.5K- 100.0% |
$3.92M - $4.05M
|
4
$178
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-37- 0.14% |
$1.6K - $1.66K
|
26.4K
$1.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-33.7K- 65.09% |
$1.46M - $1.51M
|
18.1K
$802K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.08K- 3.52% |
$177K - $183K
|
112K
$4.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.1K+ 9.84% |
$221K - $229K
|
57K
$2.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
84.6K+ 19.41% |
$3.67M - $3.79M
|
521K
$23.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.03K- 8.11% |
$132K - $136K
|
34.4K
$1.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
4.11K+ 5.66% |
$178K - $184K
|
76.6K
$3.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-18.8K- 16.3% |
$816K - $843K
|
96.6K
$4.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
408New |
$17.7K - $18.3K
|
408
$18.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
832New |
$36.1K - $37.3K
|
832
$36.9K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.07KNew |
$350K - $361K
|
8.07K
$358K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
22.8KNew |
$987K - $1.02M
|
22.8K
$1.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-3.21K- 9.72% |
$139K - $144K
|
29.8K
$1.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
46+ 0.02% |
$1.99K - $2.06K
|
195K
$8.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
11.4KNew |
$493K - $509K
|
11.4K
$505K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
9.45K+ 7.82% |
$410K - $423K
|
130K
$5.78M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.06K- 11.6% |
$132K - $137K
|
23.3K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-10.8K- 18.52% |
$470K - $486K
|
47.7K
$2.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-639- 1.4% |
$27.7K - $28.6K
|
45.1K
$2M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.04K- 19.49% |
$392K - $405K
|
37.3K
$1.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
873+ 16.81% |
$37.9K - $39.1K
|
6.07K
$269K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
9.89KNew |
$429K - $443K
|
9.89K
$439K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
190New |
$8.24K - $8.51K
|
190
$8.43K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-1.5K- 4.02% |
$65.1K - $67.3K
|
35.9K
$1.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-2.17K- 3.74% |
$94.1K - $97.3K
|
55.9K
$2.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
436+ 0.8% |
$18.9K - $19.5K
|
54.8K
$2.43M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
6.59KNew |
$286K - $295K
|
6.59K
$293K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-11.5K- 12.68% |
$498K - $515K
|
79.1K
$3.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.74K- 9.43% |
$75.4K - $78K
|
16.7K
$741K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.08K- 2.98% |
$264K - $272K
|
198K
$8.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-11.4K- 36.44% |
$495K - $512K
|
19.9K
$884K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-127- 4.52% |
$5.51K - $5.69K
|
2.68K
$119K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-23.5K- 30.14% |
$1.02M - $1.05M
|
54.4K
$2.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.6K+ 33.9% |
$937K - $968K
|
85.4K
$3.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
29K+ 52.01% |
$1.26M - $1.3M
|
84.8K
$3.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.43K- 1.63% |
$62.1K - $64.2K
|
86.3K
$3.83M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
671+ 1.45% |
$29.1K - $30.1K
|
46.9K
$2.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-16- 0.1% |
$694 - $717
|
15.3K
$681K
|
|