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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-459- 5.25% |
$19.7K - $21K
|
8.29K
$371K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-455- 26.3% |
$19.5K - $20.8K
|
1.28K
$57K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-364- 6.56% |
$15.6K - $16.7K
|
5.19K
$232K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-327- 22.84% |
$14K - $15K
|
1.11K
$49.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-213- 1.02% |
$9.13K - $9.75K
|
20.7K
$924K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-116- 29.07% |
$4.97K - $5.31K
|
283
$12.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-63- 1.01% |
$2.7K - $2.88K
|
6.2K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-46- 0.95% |
$1.97K - $2.1K
|
4.79K
$214K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-112K- 70.54% |
$4.71M - $4.89M
|
46.8K
$2.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.05K- 36.67% |
$170K - $177K
|
7K
$313K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.22K- 22.55% |
$135K - $140K
|
11.1K
$495K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.41K- 5.35% |
$59.4K - $61.7K
|
25K
$1.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-488- 7.68% |
$20.5K - $21.3K
|
5.87K
$263K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-228- 61.96% |
$9.58K - $9.94K
|
140
$6.26K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-86- 98.85% |
$3.61K - $3.75K
|
1
$44.7
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.4K- 3.35% |
$711K - $734K
|
474K
$21.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.97K- 8.96% |
$85K - $87.7K
|
20K
$893K
|
|
|
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
$40.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-780- 5.44% |
$33.7K - $34.8K
|
13.6K
$606K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-25- 0.1% |
$1.08K - $1.12K
|
26.3K
$1.17M
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-90.7K- 46.57% |
$3.71M - $4.06M
|
104K
$4.66M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-65.2K- 13.89% |
$2.67M - $2.92M
|
404K
$18.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-29.4K- 42.84% |
$1.2M - $1.32M
|
39.2K
$1.75M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-25.5K- 83.43% |
$1.04M - $1.14M
|
5.06K
$226K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-7.91K- 60.05% |
$324K - $354K
|
5.26K
$235K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-6.57K- 56.5% |
$269K - $294K
|
5.06K
$226K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.68K- 43.48% |
$191K - $210K
|
6.08K
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 15.79% |
$54.9K - $60.1K
|
7.16K
$320K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.23K- 3.25% |
$50.2K - $55K
|
36.5K
$1.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-920- 66.81% |
$37.6K - $41.2K
|
457
$20.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-718- 74.64% |
$29.4K - $32.2K
|
244
$10.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-515- 9.7% |
$21.1K - $23.1K
|
4.79K
$214K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-235- 1.19% |
$9.62K - $10.5K
|
19.5K
$874K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-26- 0.08% |
$1.06K - $1.16K
|
31.4K
$1.4M
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-15.7K- 64.21% |
$658K - $697K
|
8.73K
$390K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.26K- 13.37% |
$94.8K - $101K
|
14.6K
$655K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-574- 0.94% |
$24.1K - $25.5K
|
60.2K
$2.69M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-400- 66.67% |
$16.8K - $17.8K
|
200
$8.95K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-241- 1.15% |
$10.1K - $10.7K
|
20.7K
$925K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.31K- 51.91% |
$234K - $242K
|
4.92K
$220K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.55K- 5.68% |
$156K - $162K
|
58.9K
$2.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-1.14K- 8.0% |
$50.2K - $52K
|
13.1K
$586K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-565- 8.49% |
$24.9K - $25.8K
|
6.09K
$272K
|
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-354- 0.26% |
$15.6K - $16.1K
|
135K
$6.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-291- 7.25% |
$12.8K - $13.3K
|
3.73K
$167K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16K- 50.17% |
$696K - $734K
|
15.9K
$710K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.76K- 82.15% |
$164K - $172K
|
816
$36.5K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.45K- 55.39% |
$150K - $158K
|
2.78K
$124K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.68K- 31.51% |
$117K - $123K
|
5.83K
$261K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2- 0.09% |
$87.1 - $91.8
|
2.11K
$94.3K
|
|