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 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-276- 68.49% |
$11.8K - $12.2K
|
127
$5.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-322- 0.85% |
$13.8K - $14.2K
|
37.6K
$1.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-359- 11.32% |
$15.3K - $15.9K
|
2.81K
$124K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-384- 2.9% |
$16.4K - $17K
|
12.9K
$566K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-417- 0.94% |
$17.8K - $18.4K
|
44K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-449- 2.44% |
$19.2K - $19.9K
|
18K
$791K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-473- 5.73% |
$20.2K - $20.9K
|
7.78K
$343K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-500- 9.37% |
$21.4K - $22.1K
|
4.84K
$213K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-502- 3.05% |
$21.4K - $22.2K
|
16K
$704K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-540- 3.05% |
$23.1K - $23.9K
|
17.2K
$757K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-547- 4.86% |
$23.4K - $24.2K
|
10.7K
$472K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-562- 2.64% |
$24K - $24.9K
|
20.7K
$914K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-570- 21.32% |
$24.4K - $25.2K
|
2.1K
$92.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-578- 1.76% |
$24.7K - $25.6K
|
32.2K
$1.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-629- 1.46% |
$26.9K - $27.8K
|
42.5K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-697- 9.87% |
$29.8K - $30.8K
|
6.36K
$280K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-715- 2.72% |
$30.5K - $31.6K
|
25.6K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-719- 8.57% |
$30.7K - $31.8K
|
7.67K
$338K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-792- 1.44% |
$33.8K - $35K
|
54.3K
$2.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-851- 12.35% |
$36.4K - $37.6K
|
6.04K
$266K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-888- 4.1% |
$37.9K - $39.3K
|
20.8K
$916K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-898- 9.79% |
$38.4K - $39.7K
|
8.27K
$364K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-925- 6.36% |
$39.5K - $40.9K
|
13.6K
$600K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-980- 3.8% |
$41.9K - $43.4K
|
24.8K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.01K- 12.34% |
$43.1K - $44.7K
|
7.18K
$316K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.1K- 2.83% |
$47.1K - $48.8K
|
37.9K
$1.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-1.15K- 11.89% |
$49.1K - $50.8K
|
8.52K
$375K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.19K- 51.31% |
$51K - $52.8K
|
1.13K
$49.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.22K- 6.19% |
$51.9K - $53.8K
|
18.4K
$813K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.23K- 9.22% |
$52.3K - $54.2K
|
12.1K
$532K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.27K- 0.76% |
$54.2K - $56.1K
|
165K
$7.26M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 5.14% |
$56.2K - $58.2K
|
24.3K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.33K- 1.28% |
$56.9K - $58.9K
|
103K
$4.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.34K- 9.55% |
$57K - $59.1K
|
12.6K
$557K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 3.12% |
$60.4K - $62.6K
|
43.9K
$1.93M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 0.17% |
$60.8K - $63K
|
842K
$37.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-1.56K- 14.06% |
$66.7K - $69.1K
|
9.55K
$421K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.79K- 2.18% |
$76.5K - $79.2K
|
80.3K
$3.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.86K- 3.87% |
$79.5K - $82.4K
|
46.3K
$2.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.99K- 5.48% |
$84.8K - $87.9K
|
34.2K
$1.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.07K- 3.85% |
$88.5K - $91.7K
|
51.8K
$2.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-2.16K- 30.41% |
$92.4K - $95.7K
|
4.95K
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.26K- 15.97% |
$96.6K - $100K
|
11.9K
$524K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-2.29K- 6.4% |
$97.7K - $101K
|
33.5K
$1.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2.48K- 15.21% |
$106K - $110K
|
13.8K
$609K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.52K- 2.7% |
$108K - $112K
|
90.8K
$4M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-2.55K- 4.17% |
$109K - $113K
|
58.5K
$2.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-2.62K- 1.88% |
$112K - $116K
|
137K
$6.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.81K- 23.33% |
$120K - $124K
|
9.22K
$406K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.33K- 7.22% |
$142K - $147K
|
42.8K
$1.89M
|