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 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
6.84KNew |
$287K - $298K
|
6.84K
$299K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-45.2K- 27.79% |
$1.9M - $1.97M
|
117K
$5.13M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.3K+ 26.4% |
$54.8K - $56.9K
|
6.24K
$273K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-368K- 82.81% |
$15.5M - $16M
|
76.4K
$3.34M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.44K- 6.1% |
$312K - $324K
|
114K
$5.01M
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-661- 12.02% |
$27.8K - $28.8K
|
4.84K
$212K
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-184- 1.45% |
$7.73K - $8.02K
|
12.5K
$547K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.28KNew |
$222K - $230K
|
5.28K
$231K
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.91K+ 4.71% |
$248K - $258K
|
131K
$5.75M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.53K+ 4.91% |
$148K - $154K
|
75.3K
$3.3M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-233K- 18.83% |
$9.79M - $10.2M
|
1M
$43.9M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.4K- 2.31% |
$1.11M - $1.15M
|
1.11M
$48.8M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-621K- 72.47% |
$26.1M - $27.1M
|
236K
$10.3M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-616- 7.21% |
$25.9K - $26.9K
|
7.92K
$347K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-174- 3.29% |
$7.31K - $7.59K
|
5.12K
$224K
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.07K+ 4.2% |
$44.8K - $46.5K
|
26.5K
$1.16M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.5K+ 35.69% |
$735K - $763K
|
66.5K
$2.91M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-494K- 39.7% |
$20.8M - $21.6M
|
751K
$32.8M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
246+ 0.46% |
$10.3K - $10.7K
|
53.7K
$2.35M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.38K+ 1.48% |
$57.9K - $60.1K
|
94.6K
$4.14M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.07K- 3.98% |
$45K - $46.7K
|
25.9K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
379New |
$15.9K - $16.5K
|
379
$16.6K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-43.8K- 33.41% |
$1.84M - $1.91M
|
87.3K
$3.82M
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17+ 1.11% |
$714 - $741
|
1.56K
$68K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.8K+ 40.68% |
$1.21M - $1.26M
|
99.6K
$4.36M
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$42 - $43.6
|
1
$43.7
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-695- 2.24% |
$29.2K - $30.3K
|
30.3K
$1.33M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-316K- 30.75% |
$13.3M - $13.8M
|
712K
$31.2M
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-4.75K- 24.78% |
$199K - $207K
|
14.4K
$630K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-219K- 19.52% |
$9.22M - $9.57M
|
905K
$39.6M
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.7K+ 5.03% |
$576K - $597K
|
286K
$12.5M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.31KClosed |
$97.2K - $101K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
25.7K+ 14.78% |
$1.08M - $1.12M
|
199K
$8.72M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
32.9K+ 28.86% |
$1.38M - $1.43M
|
147K
$6.43M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-241K- 3.32% |
$10.1M - $10.5M
|
7.02M
$307M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.52K- 0.52% |
$190K - $197K
|
870K
$38.1M
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
68.8KNew |
$2.89M - $3M
|
68.8K
$3.01M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-74.3K- 19.26% |
$3.12M - $3.24M
|
311K
$13.6M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
20.8K+ 0.58% |
$872K - $905K
|
3.63M
$159M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-43.7K- 35.98% |
$1.84M - $1.91M
|
77.9K
$3.41M
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-696- 3.38% |
$29.2K - $30.3K
|
19.9K
$869K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-28.4K- 8.32% |
$1.19M - $1.24M
|
313K
$13.7M
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-7.6K- 12.88% |
$319K - $332K
|
51.4K
$2.25M
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.95K- 9.07% |
$124K - $129K
|
29.6K
$1.29M
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-161- 1.36% |
$6.76K - $7.02K
|
11.7K
$511K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.19K+ 11.17% |
$218K - $226K
|
51.7K
$2.26M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-50.6K- 11.2% |
$2.13M - $2.21M
|
402K
$17.6M
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
10.4KNew |
$437K - $454K
|
10.4K
$455K
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
44.6K+ 3.86% |
$1.87M - $1.95M
|
1.2M
$52.5M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.85K+ 29.24% |
$77.6K - $80.5K
|
8.16K
$357K
|