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 |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
7.46K+ 3863.21% |
$313K - $325K
|
7.65K
$350K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
734+ 5.78% |
$30.8K - $32K
|
13.4K
$614K
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-2.11K- 12.58% |
$88.7K - $92K
|
14.7K
$671K
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
5.95KNew |
$250K - $260K
|
5.95K
$272K
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-8.67KClosed |
$364K - $378K
|
0
$0
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.64% |
$84 - $87.2
|
314
$14.4K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.84K- 7.21% |
$77.5K - $80.4K
|
23.7K
$1.08M
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.87K+ 0.92% |
$78.6K - $81.6K
|
204K
$9.34M
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.55K+ 3.33% |
$191K - $198K
|
141K
$6.45M
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.08K+ 7.91% |
$171K - $178K
|
55.7K
$2.55M
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-9.58K- 6.3% |
$402K - $418K
|
143K
$6.52M
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1- 0.01% |
$42 - $43.6
|
15.1K
$690K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.81K- 3.04% |
$76.1K - $79K
|
57.8K
$2.64M
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-1.04K- 11.65% |
$43.7K - $45.4K
|
7.9K
$361K
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-13.9K- 12.89% |
$583K - $605K
|
93.8K
$4.29M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-13.8K- 6.16% |
$579K - $601K
|
210K
$9.6M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.43KNew |
$60.2K - $62.4K
|
1.43K
$65.5K
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-7.53K- 30.62% |
$316K - $328K
|
17.1K
$780K
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.39K+ 7.43% |
$142K - $148K
|
49K
$2.24M
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-41K- 20.18% |
$1.72M - $1.79M
|
162K
$7.42M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.68K- 4.82% |
$323K - $335K
|
152K
$6.93M
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8.98K+ 2.97% |
$377K - $392K
|
311K
$14.2M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.01K- 3.07% |
$379K - $393K
|
285K
$13M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.5K- 43.29% |
$63K - $65.4K
|
1.97K
$89.8K
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
11.4K+ 8.33% |
$481K - $499K
|
149K
$6.81M
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-22.6K- 11.23% |
$948K - $984K
|
178K
$8.16M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.98K- 9.7% |
$293K - $304K
|
64.9K
$2.97M
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
50+ 0.65% |
$2.1K - $2.18K
|
7.74K
$354K
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
1.61K+ 5.11% |
$67.5K - $70.1K
|
33.1K
$1.51M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.16K+ 1.95% |
$90.8K - $94.2K
|
113K
$5.16M
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
84.4KNew |
$3.55M - $3.68M
|
84.4K
$3.86M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.6K+ 0.92% |
$67.3K - $69.8K
|
176K
$8.02M
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
10.2K+ 36.51% |
$427K - $443K
|
38K
$1.74M
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$252 - $262
|
5.55K
$254K
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
911+ 2.18% |
$38.3K - $39.7K
|
42.7K
$1.95M
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
3.83K+ 32.52% |
$161K - $167K
|
15.6K
$714K
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-291- 0.59% |
$12.2K - $12.7K
|
49.3K
$2.25M
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.22K- 22.55% |
$135K - $140K
|
11.1K
$506K
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.25K- 22.94% |
$94.6K - $98.1K
|
7.56K
$346K
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
94+ 0.51% |
$3.95K - $4.1K
|
18.7K
$855K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-86- 98.85% |
$3.61K - $3.75K
|
1
$45.7
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-111K- 26.84% |
$4.66M - $4.84M
|
302K
$13.8M
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.99K- 18.98% |
$251K - $261K
|
25.6K
$1.17M
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-488- 7.68% |
$20.5K - $21.3K
|
5.87K
$268K
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
1.58K+ 1.14% |
$66.4K - $68.9K
|
140K
$6.42M
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-4.24K- 8.39% |
$178K - $185K
|
46.3K
$2.12M
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
4.92KNew |
$207K - $214K
|
4.92K
$225K
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-584- 5.7% |
$24.5K - $25.5K
|
9.65K
$441K
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
1.81K+ 4.16% |
$76K - $78.9K
|
45.3K
$2.07M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-373- 0.47% |
$15.7K - $16.3K
|
79.5K
$3.63M
|