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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-174- 1.82% |
$7.45K - $7.9K
|
9.37K
$411K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-173- 80.47% |
$7.41K - $7.85K
|
42
$1.84K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-158- 84.49% |
$6.77K - $7.17K
|
29
$1.27K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-151- 0.32% |
$6.47K - $6.85K
|
46.7K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-141- 12.24% |
$6.04K - $6.4K
|
1.01K
$44.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-87- 43.28% |
$3.73K - $3.95K
|
114
$5.01K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-30- 83.33% |
$1.29K - $1.36K
|
6
$263
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-410K- 18.26% |
$17.6M - $18.8M
|
1.84M
$80.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-146K- 5.69% |
$6.25M - $6.67M
|
2.41M
$106M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-46.5K- 78.28% |
$1.99M - $2.13M
|
12.9K
$567K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-36.8K- 38.34% |
$1.58M - $1.68M
|
59.2K
$2.6M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19.3K- 72.03% |
$827K - $883K
|
7.49K
$329K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-7.51K- 7.07% |
$322K - $344K
|
98.7K
$4.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-3.23K- 12.07% |
$138K - $148K
|
23.5K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-3.01K- 11.04% |
$129K - $138K
|
24.3K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-2.52K- 31.88% |
$108K - $115K
|
5.38K
$236K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.61K- 12.51% |
$69.1K - $73.8K
|
11.3K
$495K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.17K- 6.09% |
$50.3K - $53.7K
|
18.1K
$794K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-769- 8.08% |
$33K - $35.2K
|
8.74K
$384K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-459- 5.25% |
$19.7K - $21K
|
8.29K
$364K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-455- 26.3% |
$19.5K - $20.8K
|
1.28K
$56K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-364- 6.56% |
$15.6K - $16.7K
|
5.19K
$228K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-327- 22.84% |
$14K - $15K
|
1.11K
$48.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-213- 1.02% |
$9.13K - $9.75K
|
20.7K
$907K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-116- 29.07% |
$4.97K - $5.31K
|
283
$12.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-63- 1.01% |
$2.7K - $2.88K
|
6.2K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-46- 0.95% |
$1.97K - $2.1K
|
4.79K
$210K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-112K- 70.54% |
$4.71M - $4.89M
|
46.8K
$2.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.05K- 36.67% |
$170K - $177K
|
7K
$307K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.22K- 22.55% |
$135K - $140K
|
11.1K
$486K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.41K- 5.35% |
$59.4K - $61.7K
|
25K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.4K- 82.2% |
$58.6K - $60.8K
|
302
$13.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-488- 7.68% |
$20.5K - $21.3K
|
5.87K
$258K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-453- 13.74% |
$19K - $19.8K
|
2.84K
$125K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-228- 61.96% |
$9.58K - $9.94K
|
140
$6.15K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-86- 98.85% |
$3.61K - $3.75K
|
1
$43.9
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.4K- 3.35% |
$711K - $734K
|
474K
$20.8M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-15.8K- 47.07% |
$681K - $703K
|
17.7K
$778K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.97K- 8.96% |
$85K - $87.7K
|
20K
$877K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.35K- 59.96% |
$58.3K - $60.2K
|
900
$39.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-780- 5.44% |
$33.7K - $34.8K
|
13.6K
$595K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-25- 0.1% |
$1.08K - $1.12K
|
26.3K
$1.15M
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-90.7K- 46.57% |
$3.71M - $4.06M
|
104K
$4.57M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-65.2K- 13.89% |
$2.67M - $2.92M
|
404K
$17.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-29.4K- 42.84% |
$1.2M - $1.32M
|
39.2K
$1.72M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-25.5K- 83.43% |
$1.04M - $1.14M
|
5.06K
$222K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-7.91K- 60.05% |
$324K - $354K
|
5.26K
$231K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-6.57K- 56.5% |
$269K - $294K
|
5.06K
$222K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.68K- 43.48% |
$191K - $210K
|
6.08K
$267K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 15.79% |
$54.9K - $60.1K
|
7.16K
$314K
|
|