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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.02M+ 8.97% |
$43.9M - $46.9M
|
12.4M
$538M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
801K+ 337.68% |
$34.3M - $36.6M
|
1.04M
$44.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
627K+ 170.69% |
$26.9M - $28.7M
|
994K
$43M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
616K+ 6.99% |
$26.4M - $28.2M
|
9.43M
$408M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
573K+ 590583.5% |
$24.6M - $26.2M
|
573K
$24.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
396KNew |
$17M - $18.1M
|
396K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
367K+ 39.44% |
$15.7M - $16.8M
|
1.3M
$56.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
344K+ 173.99% |
$14.7M - $15.7M
|
542K
$23.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
331K+ 122.1% |
$14.2M - $15.1M
|
601K
$26M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
310KNew |
$13.3M - $14.2M
|
310K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
292K+ 8.04% |
$12.5M - $13.4M
|
3.92M
$170M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
290K+ 422.11% |
$12.5M - $13.3M
|
359K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
267K+ 53.25% |
$11.4M - $12.2M
|
768K
$33.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
257K+ 3.42% |
$11M - $11.8M
|
7.79M
$337M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
239K+ 33.53% |
$10.2M - $10.9M
|
951K
$41.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
214K+ 28.43% |
$9.18M - $9.8M
|
967K
$41.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
210K+ 21.36% |
$8.99M - $9.6M
|
1.19M
$51.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
191K+ 61.74% |
$8.17M - $8.72M
|
499K
$21.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
167K+ 5.44% |
$7.16M - $7.64M
|
3.24M
$140M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
120K+ 1029.34% |
$5.15M - $5.5M
|
132K
$5.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
94KNew |
$4.03M - $4.3M
|
94K
$4.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
90.4K+ 37.23% |
$3.87M - $4.14M
|
333K
$14.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
89.6K+ 55.18% |
$3.84M - $4.1M
|
252K
$10.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
65.4K+ 7.55% |
$2.8M - $2.99M
|
931K
$40.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
55.4K+ 4.62% |
$2.37M - $2.53M
|
1.25M
$54.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
53.5K+ 30.01% |
$2.3M - $2.45M
|
232K
$10M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
52.7K+ 17.06% |
$2.26M - $2.41M
|
362K
$15.6M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
51.7K+ 61.22% |
$2.22M - $2.36M
|
136K
$5.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
47.9K+ 43.55% |
$2.05M - $2.19M
|
158K
$6.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
47.3K+ 9.84% |
$2.03M - $2.16M
|
527K
$22.8M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
46.1K+ 16.11% |
$1.98M - $2.11M
|
332K
$14.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
45.1K+ 10.28% |
$1.93M - $2.07M
|
484K
$21M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
39.2K+ 12.89% |
$1.68M - $1.79M
|
343K
$14.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
34K+ 89.14% |
$1.46M - $1.55M
|
72.1K
$3.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.7K+ 41.96% |
$1.4M - $1.49M
|
111K
$4.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
32.2K+ 4.59% |
$1.38M - $1.47M
|
734K
$31.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.6K+ 0.45% |
$1.35M - $1.45M
|
7.05M
$305M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
30.9K+ 3.73% |
$1.32M - $1.41M
|
857K
$37.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
30K+ 25.57% |
$1.29M - $1.37M
|
147K
$6.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
29.9K+ 14.25% |
$1.28M - $1.37M
|
239K
$10.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.9K+ 9.94% |
$1.15M - $1.23M
|
298K
$12.9M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
25.5K+ 6.52% |
$1.09M - $1.16M
|
416K
$18M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.3K+ 2.52% |
$1.08M - $1.16M
|
1.03M
$44.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.3K+ 16.17% |
$1.04M - $1.11M
|
174K
$7.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23.8K+ 4.15% |
$1.02M - $1.09M
|
595K
$25.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
23.3KNew |
$1M - $1.07M
|
23.3K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.9K+ 14.89% |
$938K - $1M
|
169K
$7.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
21.9K+ 23.6% |
$937K - $1M
|
114K
$4.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19.8K+ 70.33% |
$850K - $907K
|
48K
$2.08M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19.1K+ 18.4% |
$817K - $872K
|
123K
$5.31M
|