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 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-23- 85.19% |
$975 - $1.01K
|
4
$174
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-2.98K- 10.79% |
$126K - $132K
|
24.7K
$1.07M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
99.3K+ 3.01% |
$4.21M - $4.38M
|
3.4M
$148M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.1K- 2.64% |
$89K - $92.5K
|
77.5K
$3.38M
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-37.1K- 41.99% |
$1.57M - $1.64M
|
51.3K
$2.24M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-397K- 10.78% |
$16.8M - $17.5M
|
3.29M
$143M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.1K- 2.37% |
$430K - $447K
|
418K
$18.2M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-79.7K- 47.58% |
$3.38M - $3.51M
|
87.8K
$3.82M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.74K+ 3.9% |
$116K - $121K
|
73K
$3.18M
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-805- 23.15% |
$34.1K - $35.5K
|
2.67K
$116K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.05K- 14.9% |
$86.8K - $90.3K
|
11.7K
$510K
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2.2K- 3.58% |
$93.3K - $97K
|
59.3K
$2.58M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
8+ 0.09% |
$339 - $353
|
8.81K
$384K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
139New |
$5.89K - $6.13K
|
139
$6.06K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-692- 4.95% |
$29.3K - $30.5K
|
13.3K
$579K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.2K+ 198.2% |
$519K - $540K
|
18.4K
$802K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.22K- 6.9% |
$51.8K - $53.9K
|
16.5K
$718K
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-376- 1.67% |
$15.9K - $16.6K
|
22.1K
$962K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.23KNew |
$307K - $319K
|
7.23K
$315K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-28.3K- 22.05% |
$1.2M - $1.25M
|
100K
$4.37M
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
12New |
$509 - $529
|
12
$523
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-5.09K- 9.81% |
$216K - $224K
|
46.7K
$2.04M
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
11.3K+ 118.63% |
$481K - $500K
|
20.9K
$911K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.2K+ 2.95% |
$1.03M - $1.07M
|
843K
$36.8M
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-25.4K- 50.4% |
$1.08M - $1.12M
|
25K
$1.09M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-109K- 10.42% |
$4.63M - $4.82M
|
940K
$40.9M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2- 0.69% |
$84.8 - $88.2
|
287
$12.5K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-156K- 91.28% |
$6.63M - $6.9M
|
14.9K
$651K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.37K- 35.06% |
$143K - $149K
|
6.25K
$272K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43.9K- 24.45% |
$1.86M - $1.93M
|
136K
$5.91M
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.12K- 3.38% |
$47.4K - $49.3K
|
32K
$1.39M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.49M- 96.18% |
$63.3M - $65.8M
|
59.2K
$2.58M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-6.13K- 0.84% |
$260K - $270K
|
727K
$31.7M
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.67K+ 3.74% |
$113K - $118K
|
74K
$3.22M
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
1.21K+ 9.65% |
$51.3K - $53.3K
|
13.7K
$599K
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-52.5K- 28.99% |
$2.23M - $2.32M
|
129K
$5.61M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.05K- 17.34% |
$44.4K - $46.1K
|
4.99K
$217K
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-361- 5.33% |
$15.3K - $15.9K
|
6.41K
$279K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.8K+ 32.46% |
$500K - $520K
|
48.1K
$2.1M
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.18K- 16.88% |
$177K - $184K
|
20.6K
$897K
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.07K- 0.22% |
$45.5K - $47.3K
|
491K
$21.4M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20.2K- 6.75% |
$858K - $893K
|
280K
$12.2M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-695- 28.75% |
$29.5K - $30.7K
|
1.72K
$75K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.47K+ 12.66% |
$190K - $197K
|
39.8K
$1.73M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-31.3K- 73.99% |
$1.33M - $1.38M
|
11K
$479K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11.7K- 30.66% |
$497K - $517K
|
26.5K
$1.15M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.1M- 12.98% |
$46.5M - $48.4M
|
7.35M
$320M
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.52K- 13.0% |
$107K - $111K
|
16.8K
$734K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
381New |
$16.2K - $16.8K
|
381
$16.6K
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-872- 5.08% |
$37K - $38.5K
|
16.3K
$710K
|