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 |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-65.9K- 33.82% |
$2.82M - $2.92M
|
129K
$5.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-79.5K- 8.46% |
$3.4M - $3.52M
|
860K
$37.9M
|
|
|
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
$9M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-114K- 84.43% |
$4.86M - $5.03M
|
21K
$924K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-117K- 8.41% |
$4.99M - $5.17M
|
1.27M
$56M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-118K- 87.14% |
$5.04M - $5.22M
|
17.4K
$768K
|
|
|
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
$5.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-129K- 13.52% |
$5.51M - $5.7M
|
824K
$36.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-138K- 71.91% |
$5.89M - $6.1M
|
53.9K
$2.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-155K- 30.57% |
$6.6M - $6.84M
|
351K
$15.5M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-158K- 67.06% |
$6.77M - $7.01M
|
77.8K
$3.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-162K- 18.12% |
$6.9M - $7.15M
|
730K
$32.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-215K- 92.84% |
$9.19M - $9.52M
|
16.6K
$732K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-288K- 49.13% |
$12.3M - $12.7M
|
298K
$13.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-325K- 72.02% |
$13.9M - $14.4M
|
126K
$5.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-331K- 98.55% |
$14.1M - $14.6M
|
4.87K
$215K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-365K- 87.42% |
$15.6M - $16.2M
|
52.6K
$2.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-942K- 12.81% |
$40.2M - $41.7M
|
6.41M
$282M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1M- 97.25% |
$42.9M - $44.4M
|
28.4K
$1.25M
|