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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
134+ 0.63% |
$5.74K - $6.08K
|
21.5K
$931K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
106+ 0.58% |
$4.54K - $4.81K
|
18.3K
$792K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
95New |
$4.07K - $4.31K
|
95
$4.12K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
94+ 0.65% |
$4.03K - $4.27K
|
14.5K
$631K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
91+ 128.17% |
$3.9K - $4.13K
|
162
$7.02K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
89+ 0.43% |
$3.81K - $4.04K
|
20.7K
$897K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
88+ 0.5% |
$3.77K - $3.99K
|
17.7K
$768K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
87+ 3.9% |
$3.73K - $3.95K
|
2.32K
$100K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
77+ 0.15% |
$3.3K - $3.49K
|
50.3K
$2.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
70+ 0.91% |
$3K - $3.18K
|
7.76K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
69New |
$2.96K - $3.13K
|
69
$2.99K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
46+ 0.91% |
$1.97K - $2.09K
|
5.09K
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
44New |
$1.88K - $2K
|
44
$1.91K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
43+ 0.88% |
$1.84K - $1.95K
|
4.95K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
31New |
$1.33K - $1.41K
|
31
$1.34K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
27New |
$1.16K - $1.23K
|
27
$1.17K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3New |
$129 - $136
|
3
$130
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.1% |
$85.7 - $90.8
|
183
$7.93K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.24% |
$42.8 - $45.4
|
410
$17.8K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
90.4K+ 37.23% |
$3.87M - $4.14M
|
333K
$14.4M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.5K+ 3.81% |
$620K - $662K
|
394K
$17.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
14.2K+ 24.51% |
$608K - $648K
|
72K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.7KNew |
$287K - $307K
|
6.7K
$290K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.67KNew |
$243K - $259K
|
5.67K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
5.55KNew |
$238K - $254K
|
5.55K
$241K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.18KNew |
$222K - $237K
|
5.18K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.84K+ 30.03% |
$207K - $221K
|
20.9K
$908K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.74KNew |
$203K - $217K
|
4.74K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.36K+ 63.58% |
$144K - $154K
|
8.63K
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.72K+ 8.73% |
$117K - $124K
|
33.8K
$1.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.37K+ 16.2% |
$102K - $108K
|
17K
$736K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.69K+ 6.05% |
$72.5K - $77.4K
|
29.6K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.57K+ 13.91% |
$67.3K - $71.9K
|
12.9K
$558K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.5KNew |
$64.3K - $68.6K
|
1.5K
$65K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
783+ 12.55% |
$33.6K - $35.8K
|
7.02K
$304K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
591New |
$25.3K - $27K
|
591
$25.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
582+ 3.73% |
$25K - $26.6K
|
16.2K
$702K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
318+ 6.13% |
$13.6K - $14.6K
|
5.5K
$239K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
222New |
$9.52K - $10.2K
|
222
$9.62K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
136New |
$5.83K - $6.22K
|
136
$5.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
75New |
$3.22K - $3.43K
|
75
$3.25K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
36New |
$1.54K - $1.65K
|
36
$1.56K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
26New |
$1.11K - $1.19K
|
26
$1.13K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
7New |
$300 - $320
|
7
$303
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7New |
$300 - $320
|
7
$303
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.64% |
$85.7 - $91.5
|
316
$13.7K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
482KNew |
$20.2M - $21M
|
482K
$20.9M
|
|
|
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 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
25.7K+ 14.78% |
$1.08M - $1.12M
|
199K
$8.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
15.5KNew |
$650K - $675K
|
15.5K
$671K
|
|