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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3New |
$129 - $136
|
3
$131
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.45K+ 11.76% |
$62.2K - $65.9K
|
13.8K
$601K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-87- 43.28% |
$3.73K - $3.95K
|
114
$4.97K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
490New |
$21K - $22.2K
|
490
$21.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
10.1K+ 6.64% |
$431K - $456K
|
162K
$7.04M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.47K- 18.78% |
$63.1K - $66.9K
|
6.38K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
46+ 0.91% |
$1.97K - $2.09K
|
5.09K
$222K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-174- 1.82% |
$7.45K - $7.9K
|
9.37K
$408K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.1% |
$85.7 - $90.8
|
183
$7.98K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19.3K- 72.03% |
$827K - $883K
|
7.49K
$327K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
36New |
$1.54K - $1.65K
|
36
$1.57K
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
5.55KNew |
$238K - $254K
|
5.55K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.5KNew |
$64.3K - $68.6K
|
1.5K
$65.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-63- 1.01% |
$2.7K - $2.88K
|
6.2K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-213- 1.02% |
$9.13K - $9.75K
|
20.7K
$900K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-46- 0.95% |
$1.97K - $2.1K
|
4.79K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-769- 8.08% |
$33K - $35.2K
|
8.74K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.84K+ 30.03% |
$207K - $221K
|
20.9K
$913K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-7.51K- 7.07% |
$322K - $344K
|
98.7K
$4.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
222New |
$9.52K - $10.2K
|
222
$9.67K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
591New |
$25.3K - $27K
|
591
$25.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.67KNew |
$243K - $259K
|
5.67K
$247K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.18KNew |
$222K - $237K
|
5.18K
$226K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-3.01K- 11.04% |
$129K - $138K
|
24.3K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.61K- 12.51% |
$69.1K - $73.8K
|
11.3K
$491K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
318+ 6.13% |
$13.6K - $14.6K
|
5.5K
$240K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
75New |
$3.22K - $3.43K
|
75
$3.27K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-46.5K- 78.28% |
$1.99M - $2.13M
|
12.9K
$562K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-327- 22.84% |
$14K - $15K
|
1.11K
$48.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-116- 29.07% |
$4.97K - $5.31K
|
283
$12.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-2.52K- 31.88% |
$108K - $115K
|
5.38K
$234K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-146K- 5.69% |
$6.25M - $6.67M
|
2.41M
$105M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-410K- 18.26% |
$17.6M - $18.8M
|
1.84M
$80M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
7New |
$300 - $320
|
7
$305
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
90.4K+ 37.23% |
$3.87M - $4.14M
|
333K
$14.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.64% |
$85.7 - $91.5
|
316
$13.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-455- 26.3% |
$19.5K - $20.8K
|
1.28K
$55.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7New |
$300 - $320
|
7
$305
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-459- 5.25% |
$19.7K - $21K
|
8.29K
$361K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.17K- 6.09% |
$50.3K - $53.7K
|
18.1K
$788K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
14.2K+ 24.51% |
$608K - $648K
|
72K
$3.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-3.23K- 12.07% |
$138K - $148K
|
23.5K
$1.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-364- 6.56% |
$15.6K - $16.7K
|
5.19K
$226K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-36.8K- 38.34% |
$1.58M - $1.68M
|
59.2K
$2.58M
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-228- 61.96% |
$9.58K - $9.94K
|
140
$6.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17+ 1.11% |
$714 - $741
|
1.56K
$67.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
379New |
$15.9K - $16.5K
|
379
$16.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$42 - $43.6
|
1
$43.6
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12K+ 11.17% |
$503K - $522K
|
119K
$5.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.4K- 82.2% |
$58.6K - $60.8K
|
302
$13.2K
|
|