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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-41.3K- 34.12% |
$1.75M - $1.82M
|
79.8K
$3.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-530K- 20.55% |
$22.5M - $23.4M
|
2.05M
$89.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
489+ 0.57% |
$20.7K - $21.6K
|
85.8K
$3.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-5.7K- 53.46% |
$242K - $251K
|
4.96K
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.59K+ 1.66% |
$237K - $246K
|
343K
$14.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.06K+ 15.65% |
$44.9K - $46.8K
|
7.83K
$341K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.39K+ 4.17% |
$228K - $238K
|
135K
$5.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-362- 2.49% |
$15.3K - $16K
|
14.2K
$617K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-42.5K- 32.52% |
$1.8M - $1.88M
|
88.2K
$3.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
220+ 3.69% |
$9.33K - $9.7K
|
6.19K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.97K+ 9.25% |
$211K - $219K
|
58.7K
$2.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.2K- 11.92% |
$476K - $495K
|
82.9K
$3.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-231- 1.64% |
$9.79K - $10.2K
|
13.8K
$602K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.97K+ 6.7% |
$168K - $175K
|
63.2K
$2.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.06K- 52.51% |
$257K - $267K
|
5.48K
$239K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-29.9K- 35.71% |
$1.27M - $1.32M
|
53.8K
$2.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.72K+ 11.46% |
$158K - $164K
|
36.2K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-180- 55.73% |
$7.63K - $7.94K
|
143
$6.23K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.1K- 17.09% |
$46.6K - $48.5K
|
5.34K
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-573K- 89.47% |
$24.3M - $25.3M
|
67.5K
$2.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-14- 0.09% |
$594 - $618
|
15.4K
$669K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-41.9K- 10.97% |
$1.77M - $1.85M
|
340K
$14.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.01K- 2.51% |
$42.7K - $44.4K
|
39K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
86+ 0.65% |
$3.65K - $3.79K
|
13.2K
$577K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
45+ 0.91% |
$1.91K - $1.98K
|
4.99K
$218K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.61K+ 0.7% |
$280K - $291K
|
953K
$41.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1New |
$42.4 - $44.1
|
1
$43.6
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.89K- 25.95% |
$292K - $304K
|
19.7K
$857K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.42K- 4.62% |
$145K - $151K
|
70.5K
$3.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-9.69K- 66.63% |
$411K - $428K
|
4.85K
$212K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.14K- 43.41% |
$176K - $183K
|
5.4K
$235K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-138K- 61.37% |
$5.85M - $6.08M
|
86.8K
$3.78M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
680+ 2.73% |
$28.8K - $30K
|
25.6K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1.03K+ 3.52% |
$43.5K - $45.3K
|
30.2K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
99+ 0.58% |
$4.2K - $4.37K
|
17.2K
$751K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15K+ 6.63% |
$637K - $663K
|
242K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
16.6K+ 2.9% |
$705K - $734K
|
590K
$25.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5.6K- 17.82% |
$237K - $247K
|
25.8K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
237+ 0.55% |
$10K - $10.5K
|
43.1K
$1.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
8.67KNew |
$368K - $383K
|
8.67K
$378K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.54K- 19.06% |
$107K - $112K
|
10.8K
$469K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-17.9K- 79.08% |
$759K - $790K
|
4.74K
$206K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1+ 3.13% |
$42.4 - $44.1
|
33
$1.44K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-27.3K- 11.54% |
$1.16M - $1.21M
|
210K
$9.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.66K- 14.63% |
$113K - $117K
|
15.5K
$675K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-435- 1.2% |
$18.4K - $19.2K
|
35.8K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15.2K+ 1600.84% |
$645K - $671K
|
16.2K
$704K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
7.05K+ 30.4% |
$299K - $311K
|
30.2K
$1.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-68- 1.35% |
$2.88K - $3K
|
4.97K
$216K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-16K- 77.18% |
$677K - $705K
|
4.72K
$206K
|