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 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15.2K- 94.12% |
$650K - $673K
|
950
$42.5K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
6.94K+ 22.96% |
$297K - $307K
|
37.2K
$1.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.32K+ 5.25% |
$142K - $147K
|
66.5K
$2.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.85K- 7.32% |
$250K - $259K
|
74K
$3.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
205+ 4.11% |
$8.76K - $9.07K
|
5.19K
$232K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-53.4K- 79.09% |
$2.28M - $2.36M
|
14.1K
$631K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.23K- 9.22% |
$52.3K - $54.2K
|
12.1K
$539K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
11.3K+ 14.03% |
$483K - $500K
|
91.8K
$4.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.1K- 2.83% |
$47.1K - $48.8K
|
37.9K
$1.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.96K+ 0.67% |
$169K - $175K
|
594K
$26.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.73K- 9.37% |
$159K - $165K
|
36.1K
$1.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-119K- 96.9% |
$5.08M - $5.26M
|
3.8K
$170K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-50.3K- 8.57% |
$2.15M - $2.22M
|
536K
$24M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
202+ 1.17% |
$8.63K - $8.94K
|
17.4K
$780K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-17- 0.22% |
$726 - $752
|
7.82K
$349K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.88K- 16.23% |
$166K - $172K
|
20.1K
$896K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
120+ 2.31% |
$5.13K - $5.31K
|
5.32K
$238K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
39+ 0.12% |
$1.67K - $1.73K
|
32K
$1.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-129K- 13.52% |
$5.51M - $5.7M
|
824K
$36.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.24K- 7.42% |
$224K - $232K
|
65.3K
$2.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-629- 1.46% |
$26.9K - $27.8K
|
42.5K
$1.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.52K- 2.7% |
$108K - $112K
|
90.8K
$4.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
113K+ 5.53% |
$4.84M - $5.01M
|
2.16M
$96.6M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-11K- 18.82% |
$472K - $488K
|
47.6K
$2.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.58K+ 5.89% |
$67.4K - $69.8K
|
28.4K
$1.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.01K- 12.34% |
$43.1K - $44.7K
|
7.18K
$321K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-6.39K- 2.95% |
$273K - $283K
|
210K
$9.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
410New |
$17.5K - $18.1K
|
410
$18.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.94K+ 2.26% |
$82.7K - $85.7K
|
87.8K
$3.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
8.33K+ 17.56% |
$356K - $369K
|
55.8K
$2.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.26K- 15.97% |
$96.6K - $100K
|
11.9K
$532K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-232- 1.68% |
$9.91K - $10.3K
|
13.6K
$607K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-384- 2.9% |
$16.4K - $17K
|
12.9K
$575K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
59+ 1.07% |
$2.52K - $2.61K
|
5.55K
$248K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-500- 9.37% |
$21.4K - $22.1K
|
4.84K
$216K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.85K- 5.68% |
$250K - $259K
|
97.2K
$4.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.3K- 7.59% |
$438K - $454K
|
125K
$5.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
6.36KNew |
$272K - $281K
|
6.36K
$284K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-34.2K- 66.58% |
$1.46M - $1.51M
|
17.1K
$766K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-359- 11.32% |
$15.3K - $15.9K
|
2.81K
$126K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-325K- 72.02% |
$13.9M - $14.4M
|
126K
$5.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.99K+ 7.57% |
$170K - $176K
|
56.6K
$2.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-26.9K- 9.62% |
$1.15M - $1.19M
|
253K
$11.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
86+ 0.1% |
$3.67K - $3.8K
|
83K
$3.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
711+ 1.13% |
$30.4K - $31.5K
|
63.7K
$2.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-6.65K- 7.87% |
$284K - $294K
|
77.9K
$3.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-2.62K- 1.88% |
$112K - $116K
|
137K
$6.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-20K- 2.74% |
$852K - $883K
|
707K
$31.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.86K- 3.87% |
$79.5K - $82.4K
|
46.3K
$2.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-118K- 87.14% |
$5.04M - $5.22M
|
17.4K
$779K
|