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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.1K+ 2.28% |
$895K - $931K
|
946K
$41.2M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
21.1KNew |
$895K - $931K
|
21.1K
$920K
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
16.6K+ 2.9% |
$705K - $734K
|
590K
$25.7M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15.2K+ 1600.84% |
$645K - $671K
|
16.2K
$704K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15K+ 6.63% |
$637K - $663K
|
242K
$10.5M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.2K+ 198.2% |
$519K - $540K
|
18.4K
$802K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.8K+ 32.46% |
$500K - $520K
|
48.1K
$2.1M
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
11.3K+ 118.63% |
$481K - $500K
|
20.9K
$911K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3K+ 6.62% |
$437K - $455K
|
166K
$7.24M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.57K+ 30.06% |
$406K - $422K
|
41.4K
$1.8M
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
8.67KNew |
$368K - $383K
|
8.67K
$378K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.23KNew |
$307K - $319K
|
7.23K
$315K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
7.05K+ 30.4% |
$299K - $311K
|
30.2K
$1.32M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.61K+ 0.7% |
$280K - $291K
|
953K
$41.5M
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.59K+ 1.66% |
$237K - $246K
|
343K
$14.9M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.53K+ 6.3% |
$235K - $244K
|
93.3K
$4.07M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.39K+ 4.17% |
$228K - $238K
|
135K
$5.87M
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5.15K+ 10.46% |
$219K - $227K
|
54.4K
$2.37M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.08KNew |
$215K - $224K
|
5.08K
$221K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.97K+ 9.25% |
$211K - $219K
|
58.7K
$2.56M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.68KNew |
$198K - $206K
|
4.68K
$204K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.47K+ 12.66% |
$190K - $197K
|
39.8K
$1.73M
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.97K+ 6.7% |
$168K - $175K
|
63.2K
$2.75M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.72K+ 11.46% |
$158K - $164K
|
36.2K
$1.58M
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.41K+ 4.79% |
$145K - $150K
|
74.6K
$3.25M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.74K+ 3.9% |
$116K - $121K
|
73K
$3.18M
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.67K+ 3.74% |
$113K - $118K
|
74K
$3.22M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.21K+ 0.38% |
$93.7K - $97.4K
|
586K
$25.6M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.89K+ 36.32% |
$80.1K - $83.3K
|
7.09K
$309K
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.43K+ 7.06% |
$60.6K - $63.1K
|
21.7K
$945K
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
1.21K+ 9.65% |
$51.3K - $53.3K
|
13.7K
$599K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.06K+ 15.65% |
$44.9K - $46.8K
|
7.83K
$341K
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1.03K+ 3.52% |
$43.5K - $45.3K
|
30.2K
$1.32M
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
946+ 0.44% |
$40.1K - $41.7K
|
216K
$9.42M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
887+ 0.65% |
$37.6K - $39.1K
|
138K
$6.03M
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
680+ 2.73% |
$28.8K - $30K
|
25.6K
$1.12M
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
647+ 0.84% |
$27.4K - $28.5K
|
77.5K
$3.38M
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
587+ 2.51% |
$24.9K - $25.9K
|
23.9K
$1.04M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
541New |
$22.9K - $23.9K
|
541
$23.6K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
500+ 33.33% |
$21.2K - $22.1K
|
2K
$87.2K
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
489+ 0.57% |
$20.7K - $21.6K
|
85.8K
$3.74M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
402+ 40200.0% |
$17K - $17.7K
|
403
$17.6K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
381New |
$16.2K - $16.8K
|
381
$16.6K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
359+ 12.77% |
$15.2K - $15.8K
|
3.17K
$138K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
296+ 182.72% |
$12.6K - $13.1K
|
458
$20K
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
237+ 0.55% |
$10K - $10.5K
|
43.1K
$1.88M
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
220+ 3.69% |
$9.33K - $9.7K
|
6.19K
$270K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
198New |
$8.4K - $8.73K
|
198
$8.63K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
139New |
$5.89K - $6.13K
|
139
$6.06K
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
99+ 0.58% |
$4.2K - $4.37K
|
17.2K
$751K
|