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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.29K+ 1.09% |
$98.2K - $105K
|
212K
$9.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
825+ 1.27% |
$35.4K - $37.8K
|
65.8K
$2.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
53.5K+ 30.01% |
$2.3M - $2.45M
|
232K
$10.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.17K- 6.09% |
$50.3K - $53.7K
|
18.1K
$790K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.62K+ 31.88% |
$198K - $211K
|
19.1K
$835K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-406- 1.47% |
$17.4K - $18.6K
|
27.1K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
621+ 8.21% |
$26.6K - $28.4K
|
8.18K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-3.23K- 12.07% |
$138K - $148K
|
23.5K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-350- 2.8% |
$15K - $16K
|
12.1K
$531K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
454+ 1.6% |
$19.5K - $20.8K
|
28.9K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-14.1K- 2.14% |
$606K - $647K
|
646K
$28.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
4.38K+ 13.25% |
$188K - $200K
|
37.5K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.55K- 35.81% |
$324K - $346K
|
13.5K
$592K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-774- 1.71% |
$33.2K - $35.4K
|
44.5K
$1.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
15.1K+ 276.0% |
$648K - $692K
|
20.6K
$901K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
23.3KNew |
$1M - $1.07M
|
23.3K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-16K- 11.23% |
$686K - $732K
|
127K
$5.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-44- 0.4% |
$1.89K - $2.01K
|
11K
$483K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
7.83K+ 30.91% |
$336K - $358K
|
33.2K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
485+ 1.14% |
$20.8K - $22.2K
|
43.1K
$1.89M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-5.75K- 2.73% |
$246K - $263K
|
204K
$8.94M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
21.9K+ 23.6% |
$937K - $1M
|
114K
$5M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.48K- 34.52% |
$192K - $205K
|
8.5K
$371K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-2.43K- 30.9% |
$104K - $111K
|
5.42K
$237K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
61+ 2.81% |
$2.62K - $2.79K
|
2.23K
$97.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
582+ 3.73% |
$25K - $26.6K
|
16.2K
$708K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.93K- 11.7% |
$211K - $226K
|
37.2K
$1.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.19K+ 7.98% |
$180K - $192K
|
56.8K
$2.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-364- 6.56% |
$15.6K - $16.7K
|
5.19K
$227K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
667+ 8.62% |
$28.6K - $30.5K
|
8.41K
$368K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.08K+ 4.08% |
$89K - $95K
|
52.9K
$2.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.12% |
$85.7 - $91.5
|
181
$7.91K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-110- 1.14% |
$4.72K - $5.03K
|
9.54K
$417K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-153- 1.14% |
$6.56K - $7K
|
13.3K
$580K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.54K- 3.58% |
$152K - $162K
|
95.2K
$4.16M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
25.5K+ 6.52% |
$1.09M - $1.16M
|
416K
$18.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.05KNew |
$216K - $231K
|
5.05K
$221K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.15K+ 1.37% |
$178K - $190K
|
306K
$13.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.79K+ 7.88% |
$119K - $128K
|
38.2K
$1.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
17K+ 48.77% |
$728K - $777K
|
51.8K
$2.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-15.6K- 27.54% |
$667K - $712K
|
40.9K
$1.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.6K+ 9.43% |
$456K - $487K
|
123K
$5.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-36.8K- 38.34% |
$1.58M - $1.68M
|
59.2K
$2.59M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-61.4K- 63.83% |
$2.63M - $2.81M
|
34.8K
$1.52M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.84K+ 5.76% |
$122K - $130K
|
52.1K
$2.28M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-95.6K- 42.33% |
$4.1M - $4.37M
|
130K
$5.69M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
14.5KNew |
$623K - $665K
|
14.5K
$636K
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-17.1K- 5.3% |
$734K - $783K
|
306K
$13.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-651- 0.9% |
$27.9K - $29.8K
|
71.9K
$3.14M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
51.7K+ 61.22% |
$2.22M - $2.36M
|
136K
$5.95M
|