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 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
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.12K- 13.86% |
$89.8K - $93.5K
|
13.2K
$574K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-27.1K- 30.67% |
$1.15M - $1.19M
|
61.2K
$2.67M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.67K- 19.16% |
$113K - $118K
|
11.3K
$490K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-675- 9.34% |
$28.6K - $29.8K
|
6.56K
$286K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
946+ 0.44% |
$40.1K - $41.7K
|
216K
$9.42M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-86K- 19.1% |
$3.65M - $3.79M
|
364K
$15.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-308K- 25.67% |
$13.1M - $13.6M
|
891K
$38.9M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.21K+ 0.38% |
$93.7K - $97.4K
|
586K
$25.6M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.42K- 20.51% |
$60.1K - $62.5K
|
5.49K
$239K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-46.2K- 36.44% |
$1.96M - $2.04M
|
80.5K
$3.51M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-999- 1.78% |
$42.4K - $44.1K
|
55.1K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-251K- 67.32% |
$10.6M - $11.1M
|
122K
$5.31M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.81K- 14.7% |
$119K - $124K
|
16.3K
$712K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.43K+ 7.06% |
$60.6K - $63.1K
|
21.7K
$945K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-301- 0.34% |
$12.8K - $13.3K
|
89.3K
$3.89M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
21.6K+ 5.05% |
$918K - $955K
|
450K
$19.6M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.1K- 16.26% |
$216K - $225K
|
26.3K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.37K- 22.04% |
$101K - $105K
|
8.39K
$365K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.89K+ 36.32% |
$80.1K - $83.3K
|
7.09K
$309K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-21.6K- 59.45% |
$915K - $951K
|
14.7K
$641K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.41K+ 4.79% |
$145K - $150K
|
74.6K
$3.25M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-19.2K- 22.28% |
$814K - $847K
|
67K
$2.92M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-3.78K- 4.4% |
$160K - $167K
|
82.1K
$3.58M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.93K- 1.37% |
$82K - $85.3K
|
139K
$6.08M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-16.4K- 2.72% |
$694K - $722K
|
586K
$25.5M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.31M- 97.66% |
$55.4M - $57.7M
|
31.3K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
48.7K+ 65.49% |
$2.06M - $2.15M
|
123K
$5.36M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-225- 0.18% |
$9.54K - $9.92K
|
123K
$5.34M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
69+ 72.63% |
$2.93K - $3.04K
|
164
$7.15K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-397- 38.66% |
$16.8K - $17.5K
|
630
$27.5K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.78K- 6.83% |
$118K - $123K
|
37.9K
$1.65M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-12.8K- 13.18% |
$544K - $566K
|
84.5K
$3.68M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5.15K+ 10.46% |
$219K - $227K
|
54.4K
$2.37M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
359+ 12.77% |
$15.2K - $15.8K
|
3.17K
$138K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
500+ 33.33% |
$21.2K - $22.1K
|
2K
$87.2K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-155K- 67.31% |
$6.57M - $6.83M
|
75.3K
$3.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15.8K- 10.44% |
$669K - $696K
|
135K
$5.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-593- 0.86% |
$25.1K - $26.2K
|
68K
$2.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-153K- 25.32% |
$6.49M - $6.76M
|
452K
$19.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-21.2K- 18.65% |
$898K - $935K
|
92.4K
$4.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
14+ 0.22% |
$594 - $618
|
6.3K
$274K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-45.1K- 82.77% |
$1.91M - $1.99M
|
9.38K
$409K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-30.6K- 38.12% |
$1.3M - $1.35M
|
49.7K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9.96K- 13.64% |
$422K - $439K
|
63K
$2.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.59K- 17.27% |
$237K - $247K
|
26.8K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-429- 3.58% |
$18.2K - $18.9K
|
11.5K
$503K
|