Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14.3K- 6.08% |
$600K - $623K
|
221K
$10.1M
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-13.9K- 12.89% |
$583K - $605K
|
93.8K
$4.28M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-13.8K- 6.16% |
$579K - $601K
|
210K
$9.59M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.5K- 32.39% |
$567K - $589K
|
28.2K
$1.29M
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-13.3K- 16.55% |
$558K - $579K
|
67K
$3.06M
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-12K- 38.43% |
$504K - $523K
|
19.2K
$877K
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-11.4K- 70.65% |
$477K - $495K
|
4.72K
$216K
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-11K- 16.35% |
$464K - $481K
|
56.5K
$2.58M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.6K- 27.74% |
$444K - $461K
|
27.5K
$1.26M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.4K- 1.19% |
$438K - $454K
|
866K
$39.5M
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-9.58K- 6.3% |
$402K - $418K
|
143K
$6.51M
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-9.32K- 3.65% |
$392K - $406K
|
246K
$11.2M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.01K- 3.07% |
$379K - $393K
|
285K
$13M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-8.88K- 8.26% |
$373K - $387K
|
98.7K
$4.51M
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-8.67KClosed |
$364K - $378K
|
0
$0
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-8.06K- 73.94% |
$338K - $351K
|
2.84K
$130K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.7K- 0.48% |
$324K - $336K
|
1.6M
$73M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.68K- 4.82% |
$323K - $335K
|
152K
$6.92M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.63K- 25.12% |
$320K - $333K
|
22.7K
$1.04M
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-7.6K- 12.88% |
$319K - $332K
|
51.4K
$2.35M
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-7.57K- 31.83% |
$318K - $330K
|
16.2K
$740K
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-7.53K- 30.62% |
$316K - $328K
|
17.1K
$779K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.44K- 6.1% |
$312K - $324K
|
114K
$5.23M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.98K- 9.7% |
$293K - $304K
|
64.9K
$2.96M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.42K- 4.59% |
$270K - $280K
|
133K
$6.09M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.18K- 17.84% |
$260K - $270K
|
28.5K
$1.3M
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.08K- 32.73% |
$255K - $265K
|
12.5K
$570K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.99K- 18.98% |
$251K - $261K
|
25.6K
$1.17M
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-4.75K- 24.78% |
$199K - $207K
|
14.4K
$658K
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.72K- 10.07% |
$198K - $206K
|
42.1K
$1.92M
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.69K- 5.61% |
$197K - $205K
|
79K
$3.61M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.52K- 0.52% |
$190K - $197K
|
870K
$39.7M
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.44K- 39.94% |
$186K - $193K
|
6.67K
$305K
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-4.24K- 8.39% |
$178K - $185K
|
46.3K
$2.11M
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-4.24K- 32.62% |
$178K - $185K
|
8.75K
$399K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.22K- 3.27% |
$177K - $184K
|
125K
$5.69M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.05K- 36.67% |
$170K - $177K
|
7K
$319K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.7K- 24.05% |
$155K - $161K
|
11.7K
$533K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.6K- 8.37% |
$151K - $157K
|
39.4K
$1.8M
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.22K- 22.55% |
$135K - $140K
|
11.1K
$505K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.17K- 6.26% |
$133K - $138K
|
47.5K
$2.17M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.1K- 33.08% |
$130K - $135K
|
6.26K
$286K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.95K- 5.06% |
$124K - $129K
|
55.4K
$2.53M
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.95K- 9.07% |
$124K - $129K
|
29.6K
$1.35M
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-2.82K- 0.56% |
$118K - $123K
|
496K
$22.7M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.65K- 29.89% |
$111K - $115K
|
6.2K
$283K
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.61K- 0.68% |
$109K - $114K
|
380K
$17.4M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.57K- 13.76% |
$108K - $112K
|
16.1K
$735K
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 7.78% |
$99K - $103K
|
27.9K
$1.27M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.31KClosed |
$97.2K - $101K
|
0
$0
|