Purchases and Sales Made in Q2 2025 in First Tr ETF Viii Tcw Opportun (FIXD)
This table provides information about the institutional ownership of First Tr ETF Viii Tcw Opportun (FIXD) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII TCW OPPORTUN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
126K+ 776.38% |
$5.39M - $5.58M
|
143K
$6.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
113K+ 5.53% |
$4.84M - $5.01M
|
2.16M
$94.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
60.4K+ 13.33% |
$2.58M - $2.67M
|
514K
$22.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
58.3K+ 12.26% |
$2.49M - $2.58M
|
534K
$23.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
32.4KNew |
$1.38M - $1.43M
|
32.4K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
31K+ 148.28% |
$1.32M - $1.37M
|
51.9K
$2.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
27.4K+ 2.22% |
$1.17M - $1.21M
|
1.26M
$55.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
21.8KNew |
$931K - $964K
|
21.8K
$956K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
11.3K+ 14.03% |
$483K - $500K
|
91.8K
$4.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
10.7K+ 1.89% |
$456K - $472K
|
575K
$25.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9K+ 6.25% |
$385K - $398K
|
153K
$6.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
8.33K+ 17.56% |
$356K - $369K
|
55.8K
$2.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8.1K+ 115.53% |
$346K - $358K
|
15.1K
$663K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.06K+ 467.89% |
$344K - $356K
|
9.78K
$429K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
6.94K+ 22.96% |
$297K - $307K
|
37.2K
$1.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
6.36KNew |
$272K - $281K
|
6.36K
$279K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5.46K+ 1.75% |
$233K - $242K
|
317K
$13.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.13K+ 2.45% |
$219K - $227K
|
214K
$9.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
4.75KNew |
$203K - $210K
|
4.75K
$208K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.69K+ 5.31% |
$200K - $207K
|
92.9K
$4.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
4.64KNew |
$198K - $205K
|
4.64K
$204K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.61KNew |
$197K - $204K
|
4.61K
$202K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
4.51K+ 6.63% |
$193K - $200K
|
72.5K
$3.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
4.45K+ 5.03% |
$190K - $197K
|
92.9K
$4.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.24K+ 5.47% |
$181K - $188K
|
81.7K
$3.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.99K+ 7.57% |
$170K - $176K
|
56.6K
$2.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.96K+ 8.28% |
$169K - $175K
|
51.8K
$2.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.96K+ 0.67% |
$169K - $175K
|
594K
$26.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.32K+ 5.25% |
$142K - $147K
|
66.5K
$2.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.14KNew |
$134K - $139K
|
3.14K
$138K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.85K+ 3.25% |
$122K - $126K
|
90.6K
$3.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.68K+ 44.86% |
$115K - $119K
|
8.66K
$380K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.09K+ 4.2% |
$89.4K - $92.6K
|
51.9K
$2.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.94K+ 2.26% |
$82.7K - $85.7K
|
87.8K
$3.85M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.91K+ 1.6% |
$81.5K - $84.4K
|
121K
$5.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.9K+ 0.79% |
$81.2K - $84.1K
|
242K
$10.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.7K+ 1.89% |
$72.5K - $75.1K
|
91.4K
$4.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.62K+ 2.19% |
$69.2K - $71.7K
|
75.6K
$3.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.58K+ 5.89% |
$67.4K - $69.8K
|
28.4K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.52K+ 19.19% |
$64.7K - $67K
|
9.41K
$413K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1.24K+ 1.38% |
$52.8K - $54.6K
|
90.5K
$3.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.23K+ 12.84% |
$52.7K - $54.5K
|
10.8K
$475K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
964+ 4.49% |
$41.2K - $42.6K
|
22.5K
$985K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
725+ 9.02% |
$31K - $32.1K
|
8.76K
$384K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
711+ 1.13% |
$30.4K - $31.5K
|
63.7K
$2.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
685+ 7.75% |
$29.3K - $30.3K
|
9.53K
$418K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
466+ 0.14% |
$19.9K - $20.6K
|
340K
$14.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
410New |
$17.5K - $18.1K
|
410
$18K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
388+ 5.48% |
$16.6K - $17.2K
|
7.47K
$328K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
259+ 3.58% |
$11.1K - $11.5K
|
7.49K
$329K
|