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 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
9.29K+ 2.96% |
$390K - $405K
|
323K
$14.8M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-19.2K- 27.36% |
$805K - $835K
|
50.9K
$2.33M
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
248New |
$10.4K - $10.8K
|
248
$11.3K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-760- 2.61% |
$31.9K - $33.1K
|
28.4K
$1.3M
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.76% |
$252 - $262
|
791
$36.2K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-8.88K- 8.26% |
$373K - $387K
|
98.7K
$4.51M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-640- 0.87% |
$26.9K - $27.9K
|
72.6K
$3.32M
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.13% |
$84 - $87.2
|
179
$8.18K
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-11K- 16.35% |
$464K - $481K
|
56.5K
$2.58M
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
70.4K+ 45.35% |
$2.96M - $3.07M
|
226K
$10.3M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
325New |
$13.7K - $14.2K
|
325
$14.9K
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.08K- 32.73% |
$255K - $265K
|
12.5K
$571K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.04M+ 21.72% |
$88.2M - $91.1M
|
11.4M
$523M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-262K- 30.56% |
$11.3M - $11.7M
|
595K
$27.2M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-57.6K- 81.16% |
$2.49M - $2.57M
|
13.4K
$612K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-799- 18.82% |
$34.6K - $35.7K
|
3.45K
$158K
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.77KNew |
$250K - $258K
|
5.77K
$264K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.13M+ 376.07% |
$48.8M - $50.4M
|
1.43M
$65.3M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-408K- 97.61% |
$17.6M - $18.2M
|
10K
$457K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
993+ 8.67% |
$42.9K - $44.3K
|
12.4K
$569K
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.31KNew |
$99.9K - $103K
|
2.31K
$106K
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.82KNew |
$208K - $215K
|
4.82K
$220K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
316K+ 104.18% |
$13.7M - $14.1M
|
619K
$28.3M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.4K- 3.35% |
$711K - $734K
|
474K
$21.7M
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.6KNew |
$199K - $205K
|
4.6K
$210K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-71- 33.02% |
$3.07K - $3.17K
|
144
$6.58K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.8K+ 9.13% |
$337K - $348K
|
93.3K
$4.26M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
408+ 5.19% |
$17.6K - $18.2K
|
8.27K
$378K
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$86.5 - $89.3
|
2
$91.4
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
4.67K+ 12.82% |
$202K - $209K
|
41.1K
$1.88M
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
6.54KNew |
$283K - $292K
|
6.54K
$299K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.73K+ 3.4% |
$74.8K - $77.2K
|
52.6K
$2.41M
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
10.7KNew |
$464K - $479K
|
10.7K
$490K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
174KNew |
$7.54M - $7.79M
|
174K
$7.97M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.52K+ 9.56% |
$282K - $291K
|
74.8K
$3.42M
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
96New |
$4.15K - $4.29K
|
96
$4.39K
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7.9KNew |
$342K - $353K
|
7.9K
$361K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.81KNew |
$251K - $260K
|
5.81K
$266K
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.41KNew |
$234K - $242K
|
5.41K
$247K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.42KNew |
$61.2K - $63.2K
|
1.42K
$64.7K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.88K+ 35.35% |
$211K - $218K
|
18.7K
$854K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.68KNew |
$72.4K - $74.8K
|
1.68K
$76.6K
|
|
May 01, 2024
Q1 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.21KNew |
$226K - $233K
|
5.21K
$238K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.35K- 59.96% |
$58.3K - $60.2K
|
900
$41.1K
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.97K- 8.96% |
$85K - $87.7K
|
20K
$913K
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
12.8K+ 9.37% |
$555K - $573K
|
150K
$6.85M
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
SELL
|
- |
-11.6K- 67.52% |
$502K - $518K
|
5.58K
$255K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
43.4K+ 26.84% |
$1.88M - $1.94M
|
205K
$9.38M
|