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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.2KNew |
$1.23M - $1.27M
|
29.2K
$1.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
482KNew |
$20.2M - $21M
|
482K
$21M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.05K- 36.67% |
$170K - $177K
|
7K
$305K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-112K- 70.54% |
$4.71M - $4.89M
|
46.8K
$2.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-453- 13.74% |
$19K - $19.8K
|
2.84K
$124K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
61New |
$2.56K - $2.66K
|
61
$2.66K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
68+ 1.09% |
$2.86K - $2.96K
|
6.29K
$274K
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
15.5KNew |
$650K - $675K
|
15.5K
$674K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.41K- 5.35% |
$59.4K - $61.7K
|
25K
$1.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
741New |
$31.1K - $32.3K
|
741
$32.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
425+ 6.99% |
$17.9K - $18.5K
|
6.51K
$283K
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
9.03K+ 3.48% |
$379K - $394K
|
269K
$11.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
6.84KNew |
$287K - $298K
|
6.84K
$298K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
28+ 0.56% |
$1.18K - $1.22K
|
4.98K
$217K
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
5.95KNew |
$250K - $260K
|
5.95K
$259K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
7.46K+ 3863.21% |
$313K - $325K
|
7.65K
$333K
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.87K+ 0.92% |
$78.6K - $81.6K
|
204K
$8.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-488- 7.68% |
$20.5K - $21.3K
|
5.87K
$256K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.22K- 22.55% |
$135K - $140K
|
11.1K
$482K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-86- 98.85% |
$3.61K - $3.75K
|
1
$43.6
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
248New |
$10.4K - $10.8K
|
248
$10.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.76% |
$252 - $262
|
791
$34.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
325New |
$13.7K - $14.2K
|
325
$14.2K
|
|
| Q1 2024 | |||||||
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.6KNew |
$199K - $205K
|
4.6K
$200K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.77KNew |
$250K - $258K
|
5.77K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.82KNew |
$208K - $215K
|
4.82K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.31KNew |
$99.9K - $103K
|
2.31K
$101K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
993+ 8.67% |
$42.9K - $44.3K
|
12.4K
$542K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.13M+ 376.07% |
$48.8M - $50.4M
|
1.43M
$62.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
316K+ 104.18% |
$13.7M - $14.1M
|
619K
$27M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.4K- 3.35% |
$711K - $734K
|
474K
$20.7M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
4.67K+ 12.82% |
$202K - $209K
|
41.1K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$86.5 - $89.3
|
2
$87.2
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
6.54KNew |
$283K - $292K
|
6.54K
$285K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.52K+ 9.56% |
$282K - $291K
|
74.8K
$3.26M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
96New |
$4.15K - $4.29K
|
96
$4.18K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7.9KNew |
$342K - $353K
|
7.9K
$344K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.41KNew |
$234K - $242K
|
5.41K
$236K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.42KNew |
$61.2K - $63.2K
|
1.42K
$61.7K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.68KNew |
$72.4K - $74.8K
|
1.68K
$73K
|
|
|
May 01, 2024
Q1 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.88K+ 35.35% |
$211K - $218K
|
18.7K
$814K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.97K- 8.96% |
$85K - $87.7K
|
20K
$870K
|
|
|
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
$39.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
12.8K+ 9.37% |
$555K - $573K
|
150K
$6.53M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
65+ 0.64% |
$2.81K - $2.9K
|
10.2K
$442K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-780- 5.44% |
$33.7K - $34.8K
|
13.6K
$591K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
18.4K+ 21.86% |
$797K - $822K
|
103K
$4.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 1.08% |
$260 - $268
|
561
$24.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-25- 0.1% |
$1.08K - $1.12K
|
26.3K
$1.14M
|
|