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
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.89K- 23.76% |
$209K - $216K
|
15.7K
$688K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.24K- 7.42% |
$224K - $232K
|
65.3K
$2.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.25K- 4.31% |
$224K - $232K
|
116K
$5.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.28K- 10.23% |
$226K - $234K
|
46.4K
$2.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-5.5K- 12.82% |
$235K - $243K
|
37.4K
$1.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.85K- 7.32% |
$250K - $259K
|
74K
$3.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.85K- 5.68% |
$250K - $259K
|
97.2K
$4.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-6.39K- 2.95% |
$273K - $283K
|
210K
$9.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-6.57K- 24.21% |
$281K - $291K
|
20.6K
$902K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-6.65K- 7.87% |
$284K - $294K
|
77.9K
$3.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-7.45K- 24.77% |
$318K - $330K
|
22.6K
$993K
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-8.8K- 6.89% |
$376K - $389K
|
119K
$5.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-10.2K- 11.08% |
$437K - $453K
|
82.2K
$3.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.3K- 7.59% |
$438K - $454K
|
125K
$5.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-10.3K- 61.37% |
$441K - $457K
|
6.5K
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-10.9K- 43.79% |
$467K - $484K
|
14K
$615K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.9K- 17.87% |
$467K - $484K
|
50.2K
$2.2M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-11K- 18.82% |
$472K - $488K
|
47.6K
$2.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-11K- 4.88% |
$472K - $489K
|
215K
$9.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-12.4K- 16.67% |
$531K - $550K
|
62.1K
$2.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-14.1K- 21.1% |
$603K - $625K
|
52.8K
$2.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.1K- 18.69% |
$604K - $626K
|
61.5K
$2.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.2K- 37.19% |
$608K - $630K
|
24K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-15K- 70.73% |
$639K - $662K
|
6.2K
$272K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-15K- 8.43% |
$643K - $665K
|
163K
$7.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15.2K- 94.12% |
$650K - $673K
|
950
$41.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16.3K- 64.97% |
$696K - $721K
|
8.79K
$386K
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-16.4K- 52.48% |
$703K - $728K
|
14.9K
$653K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-18.4K- 24.39% |
$784K - $812K
|
56.9K
$2.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-20K- 2.74% |
$852K - $883K
|
707K
$31M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-20K- 30.4% |
$853K - $883K
|
45.7K
$2M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-20.7K- 51.8% |
$886K - $917K
|
19.3K
$846K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-20.9K- 16.98% |
$893K - $924K
|
102K
$4.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-26.9K- 9.62% |
$1.15M - $1.19M
|
253K
$11.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-27.3K- 70.63% |
$1.17M - $1.21M
|
11.3K
$498K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-34.2K- 66.58% |
$1.46M - $1.51M
|
17.1K
$752K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-50.3K- 8.57% |
$2.15M - $2.22M
|
536K
$23.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-53.4K- 79.09% |
$2.28M - $2.36M
|
14.1K
$619K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-57.2K- 85.82% |
$2.45M - $2.53M
|
9.46K
$415K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-60.4K- 69.65% |
$2.58M - $2.67M
|
26.3K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-65.4K- 17.97% |
$2.8M - $2.89M
|
299K
$13.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-65.9K- 33.82% |
$2.82M - $2.92M
|
129K
$5.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-79.5K- 8.46% |
$3.4M - $3.52M
|
860K
$37.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-87K- 72.5% |
$3.72M - $3.85M
|
33K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-91.7K- 30.98% |
$3.92M - $4.05M
|
204K
$8.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-114K- 84.43% |
$4.86M - $5.03M
|
21K
$920K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-117K- 8.41% |
$4.99M - $5.17M
|
1.27M
$55.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-118K- 87.14% |
$5.04M - $5.22M
|
17.4K
$764K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-119K- 96.9% |
$5.08M - $5.26M
|
3.8K
$167K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-126K- 52.02% |
$5.37M - $5.57M
|
116K
$5.09M
|