Latest Institutional Purchases of First Tr ETF Viii Tcw Opportun (FIXD)
This list provides information on the latest institutional transactions involving First Tr ETF Viii Tcw Opportun (FIXD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.68MNew |
$158M - $167M
|
3.68M
$159M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.55MNew |
$66.4M - $70.4M
|
1.55M
$67M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
428K+ 297136.81% |
$18.3M - $19.4M
|
428K
$18.5M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
359K+ 37.1% |
$15.4M - $16.3M
|
1.33M
$57.3M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
257K+ 78.42% |
$11M - $11.7M
|
584K
$25.3M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
148KNew |
$6.34M - $6.72M
|
148K
$6.4M
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
84.1K+ 6.7% |
$3.6M - $3.81M
|
1.34M
$57.9M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
74.9KNew |
$3.21M - $3.4M
|
74.9K
$3.24M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
74.5K+ 14.12% |
$3.19M - $3.38M
|
602K
$26M
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
66.6K+ 18.41% |
$2.85M - $3.02M
|
428K
$18.5M
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
65.4KNew |
$2.8M - $2.97M
|
65.4K
$2.83M
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
63.7K+ 12.91% |
$2.73M - $2.89M
|
557K
$24.1M
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
60.3K+ 52.66% |
$2.58M - $2.74M
|
175K
$7.55M
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
57.5KNew |
$2.46M - $2.61M
|
57.5K
$2.48M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
53K+ 159.72% |
$2.27M - $2.4M
|
86.2K
$3.72M
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
52.8KNew |
$2.26M - $2.39M
|
52.8K
$2.28M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
50.6K+ 205.16% |
$2.17M - $2.29M
|
75.2K
$3.25M
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
47.3K+ 5.52% |
$2.03M - $2.15M
|
905K
$39.1M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
45.4K+ 231.98% |
$1.95M - $2.06M
|
65K
$2.81M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
44.5KNew |
$1.91M - $2.02M
|
44.5K
$1.93M
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
43.4K+ 12.67% |
$1.86M - $1.97M
|
386K
$16.7M
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
39.3K+ 91.05% |
$1.68M - $1.78M
|
82.4K
$3.56M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.1K+ 3.94% |
$1.68M - $1.77M
|
1.03M
$44.6M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38.8K+ 16.21% |
$1.66M - $1.76M
|
278K
$12M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26K+ 54.08% |
$1.11M - $1.18M
|
74K
$3.2M
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
25.9K+ 19.02% |
$1.11M - $1.17M
|
162K
$7M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
24.9K+ 19.08% |
$1.06M - $1.13M
|
155K
$6.7M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.3K+ 2.18% |
$957K - $1.01M
|
1.05M
$45.3M
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
21.8K+ 11.25% |
$932K - $988K
|
215K
$9.3M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21.3K+ 10.47% |
$912K - $966K
|
225K
$9.71M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
19.1K+ 143.79% |
$818K - $866K
|
32.4K
$1.4M
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
18.6K+ 17.86% |
$797K - $844K
|
123K
$5.3M
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
18.1K+ 5.66% |
$774K - $820K
|
337K
$14.6M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15.7K+ 21.82% |
$674K - $714K
|
87.8K
$3.8M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.9K+ 28.73% |
$638K - $676K
|
66.7K
$2.88M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14.5K+ 6.82% |
$621K - $657K
|
227K
$9.8M
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
14.1K+ 25.92% |
$605K - $641K
|
68.6K
$2.96M
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
13.9K+ 3.35% |
$596K - $632K
|
430K
$18.6M
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
12.5KNew |
$537K - $569K
|
12.5K
$542K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12.1K+ 5.21% |
$518K - $549K
|
244K
$10.5M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
10.7KNew |
$457K - $484K
|
10.7K
$461K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
10.1K+ 6.64% |
$431K - $456K
|
162K
$6.98M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.54KNew |
$409K - $433K
|
9.54K
$412K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.45K+ 1.59% |
$405K - $429K
|
605K
$26.1M
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
9.32K+ 27.03% |
$399K - $423K
|
43.8K
$1.89M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.98K+ 5.15% |
$385K - $407K
|
183K
$7.92M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.08K+ 6.59% |
$346K - $367K
|
131K
$5.65M
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
7.16K+ 103.96% |
$307K - $325K
|
14K
$607K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.96K+ 82.74% |
$298K - $316K
|
15.4K
$664K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.44KNew |
$276K - $292K
|
6.44K
$278K
|