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 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.09K- 6.0% |
$175K - $181K
|
64K
$2.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.1K- 18.69% |
$604K - $626K
|
61.5K
$2.75M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-540- 3.05% |
$23.1K - $23.9K
|
17.2K
$767K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-851- 12.35% |
$36.4K - $37.6K
|
6.04K
$270K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15+ 0.01% |
$641 - $664
|
123K
$5.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.28K- 10.23% |
$226K - $234K
|
46.4K
$2.07M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-158K- 67.06% |
$6.77M - $7.01M
|
77.8K
$3.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-322- 0.85% |
$13.8K - $14.2K
|
37.6K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3+ 0.0% |
$128 - $133
|
82.3K
$3.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.9K+ 0.79% |
$81.2K - $84.1K
|
242K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9K+ 6.25% |
$385K - $398K
|
153K
$6.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 3.12% |
$60.4K - $62.6K
|
43.9K
$1.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
72+ 0.4% |
$3.08K - $3.19K
|
17.9K
$799K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.52K+ 19.19% |
$64.7K - $67K
|
9.41K
$420K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.96K+ 8.28% |
$169K - $175K
|
51.8K
$2.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-578- 1.76% |
$24.7K - $25.6K
|
32.2K
$1.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
127+ 0.89% |
$5.43K - $5.62K
|
14.4K
$644K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.61KNew |
$197K - $204K
|
4.61K
$206K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5.46K+ 1.75% |
$233K - $242K
|
317K
$14.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-331K- 98.55% |
$14.1M - $14.6M
|
4.87K
$218K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.09K+ 4.2% |
$89.4K - $92.6K
|
51.9K
$2.32M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-473- 5.73% |
$20.2K - $20.9K
|
7.78K
$348K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.7K+ 1.89% |
$72.5K - $75.1K
|
91.4K
$4.08M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-65.9K- 33.82% |
$2.82M - $2.92M
|
129K
$5.77M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-15K- 8.43% |
$643K - $665K
|
163K
$7.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-925- 6.36% |
$39.5K - $40.9K
|
13.6K
$608K
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.26KNew |
$223K - $232K
|
5.26K
$235K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.68KNew |
$198K - $206K
|
4.68K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-33.4K- 35.27% |
$1.41M - $1.47M
|
61.2K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-16.3K- 25.49% |
$692K - $720K
|
47.7K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-5.47K- 50.52% |
$232K - $241K
|
5.36K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
23.5KNew |
$996K - $1.04M
|
23.5K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
30New |
$1.27K - $1.32K
|
30
$1.34K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
20New |
$848 - $882
|
20
$894
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
126KNew |
$5.36M - $5.57M
|
126K
$5.64M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.38K- 11.28% |
$58.3K - $60.7K
|
10.8K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
73New |
$3.1K - $3.22K
|
73
$3.26K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
49.7K+ 12.85% |
$2.11M - $2.19M
|
436K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
26.2KNew |
$1.11M - $1.15M
|
26.2K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-2.98K- 10.79% |
$126K - $132K
|
24.7K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-95- 1.69% |
$4.03K - $4.19K
|
5.52K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-23- 85.19% |
$975 - $1.01K
|
4
$179
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.2K+ 198.2% |
$519K - $540K
|
18.4K
$823K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-376- 1.67% |
$15.9K - $16.6K
|
22.1K
$987K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
12New |
$509 - $529
|
12
$536
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.05K- 14.9% |
$86.8K - $90.3K
|
11.7K
$523K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.49M- 96.18% |
$63.3M - $65.8M
|
59.2K
$2.65M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-361- 5.33% |
$15.3K - $15.9K
|
6.41K
$287K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
381New |
$16.2K - $16.8K
|
381
$17K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.12K- 13.86% |
$89.8K - $93.5K
|
13.2K
$588K
|
|