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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
32.4KNew |
$1.38M - $1.43M
|
32.4K
$1.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
27.4K+ 2.22% |
$1.17M - $1.21M
|
1.26M
$55M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
21.8KNew |
$931K - $964K
|
21.8K
$950K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9K+ 6.25% |
$385K - $398K
|
153K
$6.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5.46K+ 1.75% |
$233K - $242K
|
317K
$13.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
4.75KNew |
$203K - $210K
|
4.75K
$207K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.61KNew |
$197K - $204K
|
4.61K
$201K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
4.45K+ 5.03% |
$190K - $197K
|
92.9K
$4.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.96K+ 8.28% |
$169K - $175K
|
51.8K
$2.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.68K+ 44.86% |
$115K - $119K
|
8.66K
$377K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.09K+ 4.2% |
$89.4K - $92.6K
|
51.9K
$2.26M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.91K+ 1.6% |
$81.5K - $84.4K
|
121K
$5.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.9K+ 0.79% |
$81.2K - $84.1K
|
242K
$10.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.7K+ 1.89% |
$72.5K - $75.1K
|
91.4K
$3.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.52K+ 19.19% |
$64.7K - $67K
|
9.41K
$410K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.23K+ 12.84% |
$52.7K - $54.5K
|
10.8K
$472K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
685+ 7.75% |
$29.3K - $30.3K
|
9.53K
$415K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
127+ 0.89% |
$5.43K - $5.62K
|
14.4K
$628K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
82+ 1.44% |
$3.5K - $3.63K
|
5.78K
$252K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
72+ 0.4% |
$3.08K - $3.19K
|
17.9K
$779K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
26+ 0.65% |
$1.11K - $1.15K
|
4.04K
$176K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 1.09% |
$769 - $796
|
1.68K
$73K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15+ 0.01% |
$641 - $664
|
123K
$5.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
7+ 0.11% |
$299 - $310
|
6.59K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 1.07% |
$256 - $265
|
569
$24.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3+ 0.0% |
$128 - $133
|
82.3K
$3.59M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
126KNew |
$5.36M - $5.57M
|
126K
$5.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
124K+ 90.48% |
$5.24M - $5.45M
|
260K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
106KNew |
$4.48M - $4.66M
|
106K
$4.61M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
105KNew |
$4.45M - $4.63M
|
105K
$4.58M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
99.3K+ 3.01% |
$4.21M - $4.38M
|
3.4M
$148M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.8K+ 39.95% |
$2.33M - $2.42M
|
192K
$8.37M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
49.7K+ 12.85% |
$2.11M - $2.19M
|
436K
$19M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
48.7K+ 65.49% |
$2.06M - $2.15M
|
123K
$5.36M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
44.5K+ 12.69% |
$1.89M - $1.96M
|
395K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.2K+ 530.97% |
$1.37M - $1.42M
|
38.3K
$1.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
29.3K+ 3.24% |
$1.24M - $1.29M
|
934K
$40.7M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
28.6K+ 6.74% |
$1.21M - $1.26M
|
453K
$19.8M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27.3K+ 5.7% |
$1.16M - $1.2M
|
506K
$22M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
26.8K+ 69.09% |
$1.14M - $1.18M
|
65.7K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26.6K+ 6.21% |
$1.13M - $1.17M
|
455K
$19.8M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
26.6K+ 87.46% |
$1.13M - $1.17M
|
57K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
26.2KNew |
$1.11M - $1.15M
|
26.2K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.2K+ 2.95% |
$1.03M - $1.07M
|
843K
$36.8M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
23.5KNew |
$996K - $1.04M
|
23.5K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
23.1K+ 11.07% |
$979K - $1.02M
|
232K
$10.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
22.1K+ 87.1% |
$937K - $975K
|
47.5K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
21.6K+ 5.05% |
$918K - $955K
|
450K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21.2KNew |
$897K - $934K
|
21.2K
$922K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.1K+ 2.28% |
$895K - $931K
|
946K
$41.2M
|
|