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 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
22.1K+ 87.1% |
$937K - $975K
|
47.5K
$2.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
29.3K+ 3.24% |
$1.24M - $1.29M
|
934K
$40.7M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
198New |
$8.4K - $8.73K
|
198
$8.63K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.34K- 9.2% |
$226K - $235K
|
52.6K
$2.29M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-8.45K- 1.97% |
$358K - $373K
|
421K
$18.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
296+ 182.72% |
$12.6K - $13.1K
|
458
$20K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
646New |
$27.7K - $29.3K
|
646
$28.2K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
31.8KNew |
$1.36M - $1.44M
|
31.8K
$1.38M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-243K- 17.52% |
$10.4M - $11M
|
1.15M
$49.9M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
147+ 1.19% |
$6.3K - $6.67K
|
12.5K
$544K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
193New |
$8.27K - $8.76K
|
193
$8.41K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-30- 83.33% |
$1.29K - $1.36K
|
6
$261
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
15New |
$643 - $681
|
15
$654
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
441New |
$18.9K - $20K
|
441
$19.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.19KNew |
$50.9K - $53.9K
|
1.19K
$51.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.73KNew |
$288K - $305K
|
6.73K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-287- 3.24% |
$12.3K - $13K
|
8.57K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
14.1K+ 567.14% |
$603K - $639K
|
16.6K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.8K- 3.73% |
$77.2K - $81.8K
|
46.5K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.64KNew |
$285K - $301K
|
6.64K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
237KNew |
$10.1M - $10.7M
|
237K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.34K+ 1.04% |
$57.2K - $60.6K
|
130K
$5.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
200+ 3.59% |
$8.57K - $9.08K
|
5.77K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
69New |
$2.96K - $3.13K
|
69
$3.01K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-173- 80.47% |
$7.41K - $7.85K
|
42
$1.83K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.11K- 4.3% |
$47.5K - $50.3K
|
24.7K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.12K+ 35.85% |
$90.7K - $96.1K
|
8.03K
$350K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-158- 84.49% |
$6.77K - $7.17K
|
29
$1.26K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.1K+ 3.94% |
$1.68M - $1.77M
|
1.03M
$45M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-141- 12.24% |
$6.04K - $6.4K
|
1.01K
$44.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
148KNew |
$6.34M - $6.72M
|
148K
$6.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.64K+ 3.11% |
$70.4K - $74.6K
|
54.6K
$2.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-15K- 75.97% |
$642K - $680K
|
4.74K
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.27M- 99.15% |
$54.5M - $57.8M
|
10.9K
$475K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3KNew |
$129K - $136K
|
3K
$131K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
308+ 1.67% |
$13.2K - $14K
|
18.7K
$817K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-231K- 18.81% |
$9.9M - $10.5M
|
997K
$43.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
209New |
$8.95K - $9.48K
|
209
$9.11K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-151- 0.32% |
$6.47K - $6.85K
|
46.7K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.04K- 7.51% |
$87.3K - $92.4K
|
25.1K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.2KNew |
$51.2K - $54.3K
|
1.2K
$52.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.71K- 2.31% |
$373K - $395K
|
368K
$16M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.63K- 24.66% |
$113K - $119K
|
8.03K
$350K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.24% |
$42.8 - $45.4
|
410
$17.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
890+ 8.83% |
$38.1K - $40.4K
|
11K
$478K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
44New |
$1.88K - $2K
|
44
$1.92K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
74.9KNew |
$3.21M - $3.4M
|
74.9K
$3.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
57.5KNew |
$2.46M - $2.61M
|
57.5K
$2.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.23K+ 8.76% |
$52.7K - $55.8K
|
15.3K
$666K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
4.67KNew |
$200K - $212K
|
4.67K
$204K
|
|