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 |
---|---|---|---|---|---|---|---|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-18.9KClosed |
$856K - $937K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-15.1KClosed |
$683K - $748K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-14.4KClosed |
$653K - $715K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-13.6KClosed |
$616K - $674K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.54KClosed |
$431K - $472K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-6.9K- 21.99% |
$312K - $342K
|
24.5K
$1.08M
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-6.39K- 9.31% |
$289K - $316K
|
62.2K
$2.73M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.12KClosed |
$232K - $254K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.34KClosed |
$196K - $215K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.32KClosed |
$195K - $214K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.38KClosed |
$153K - $167K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.03K- 2.67% |
$137K - $150K
|
110K
$4.85M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
SELL
|
- |
-2.37K- 15.45% |
$107K - $117K
|
13K
$569K
|
|
Jul 13, 2022
Q2 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.37K- 34.37% |
$107K - $117K
|
4.52K
$198K
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-1.01K- 6.77% |
$45.8K - $50.1K
|
13.9K
$612K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1KClosed |
$45.2K - $49.5K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-800Closed |
$36.2K - $39.6K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-647- 25.85% |
$29.3K - $32K
|
1.86K
$81.5K
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-484Closed |
$21.9K - $24K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-275- 5.59% |
$12.4K - $13.6K
|
4.65K
$204K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-200Closed |
$9.05K - $9.9K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-192- 6.33% |
$8.69K - $9.51K
|
2.84K
$125K
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-167Closed |
$7.56K - $8.27K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-160Closed |
$7.24K - $7.92K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-114Closed |
$5.16K - $5.65K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-27Closed |
$1.22K - $1.34K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-22Closed |
$995 - $1.09K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-9- 2.71% |
$407 - $446
|
323
$14.2K
|
|
Q1 2022 | |||||||
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-53.4KClosed |
$2.63M - $2.83M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
SELL
|
- |
-49.4KClosed |
$2.43M - $2.61M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-43.3KClosed |
$2.13M - $2.29M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-41KClosed |
$2.02M - $2.17M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-29.4KClosed |
$1.45M - $1.56M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-19.5KClosed |
$961K - $1.03M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-14.2KClosed |
$699K - $751K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-12.4KClosed |
$610K - $657K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-9.58KClosed |
$471K - $507K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-7.4KClosed |
$364K - $391K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.13KClosed |
$252K - $271K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.97KClosed |
$195K - $210K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.65KClosed |
$81.1K - $87.2K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.32KClosed |
$64.9K - $69.8K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-683- 33.25% |
$33.6K - $36.1K
|
1.37K
$60.2K
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-332Closed |
$16.3K - $17.6K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-220Closed |
$10.8K - $11.6K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-207Closed |
$10.2K - $11K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-150Closed |
$7.38K - $7.94K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-126Closed |
$6.2K - $6.67K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-126Closed |
$6.2K - $6.67K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-115Closed |
$5.66K - $6.08K
|
0
$0
|