Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.68MNew |
$158M - $167M
|
3.68M
$160M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
428K+ 297136.81% |
$18.3M - $19.4M
|
428K
$18.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
359K+ 37.1% |
$15.4M - $16.3M
|
1.33M
$57.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
257K+ 78.42% |
$11M - $11.7M
|
584K
$25.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
153KNew |
$6.54M - $6.93M
|
153K
$6.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
84.1K+ 6.7% |
$3.6M - $3.81M
|
1.34M
$58.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
74.9KNew |
$3.21M - $3.4M
|
74.9K
$3.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
66.6K+ 18.41% |
$2.85M - $3.02M
|
428K
$18.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
60.3K+ 52.66% |
$2.58M - $2.74M
|
175K
$7.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
57.5KNew |
$2.46M - $2.61M
|
57.5K
$2.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
47.3K+ 5.52% |
$2.03M - $2.15M
|
905K
$39.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
45.4K+ 231.98% |
$1.95M - $2.06M
|
65K
$2.82M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
44.5KNew |
$1.91M - $2.02M
|
44.5K
$1.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
43.4K+ 12.67% |
$1.86M - $1.97M
|
386K
$16.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
39.3K+ 91.05% |
$1.68M - $1.78M
|
82.4K
$3.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38.8K+ 16.21% |
$1.66M - $1.76M
|
278K
$12.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26K+ 54.08% |
$1.11M - $1.18M
|
74K
$3.21M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
25.9K+ 19.02% |
$1.11M - $1.17M
|
162K
$7.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
24.9K+ 19.08% |
$1.06M - $1.13M
|
155K
$6.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
21.8K+ 11.25% |
$932K - $988K
|
215K
$9.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21.3K+ 10.47% |
$912K - $966K
|
225K
$9.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
19.1K+ 143.79% |
$818K - $866K
|
32.4K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
18.6K+ 17.86% |
$797K - $844K
|
123K
$5.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
18.1K+ 5.66% |
$774K - $820K
|
337K
$14.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.9K+ 28.73% |
$638K - $676K
|
66.7K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14.5K+ 6.82% |
$621K - $657K
|
227K
$9.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
14.1K+ 25.92% |
$605K - $641K
|
68.6K
$2.98M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
13.9K+ 3.35% |
$596K - $632K
|
430K
$18.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
12.5KNew |
$537K - $569K
|
12.5K
$544K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12.1K+ 5.21% |
$518K - $549K
|
244K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
10.7KNew |
$457K - $484K
|
10.7K
$463K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
10.1K+ 6.64% |
$431K - $456K
|
162K
$7.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.54KNew |
$409K - $433K
|
9.54K
$414K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
9.32K+ 27.03% |
$399K - $423K
|
43.8K
$1.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.98K+ 5.15% |
$385K - $407K
|
183K
$7.95M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.08K+ 6.59% |
$346K - $367K
|
131K
$5.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.96K+ 82.74% |
$298K - $316K
|
15.4K
$667K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.44KNew |
$276K - $292K
|
6.44K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.4K+ 5.18% |
$274K - $290K
|
130K
$5.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.14K+ 4.54% |
$263K - $279K
|
141K
$6.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
5.87K+ 78.9% |
$251K - $266K
|
13.3K
$577K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.83K+ 8.51% |
$250K - $265K
|
74.4K
$3.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
4.67KNew |
$200K - $212K
|
4.67K
$203K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.16K+ 3.9% |
$178K - $189K
|
111K
$4.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.11K+ 9.24% |
$176K - $187K
|
48.6K
$2.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.96K+ 8.73% |
$169K - $179K
|
49.3K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.86K+ 2.36% |
$165K - $175K
|
167K
$7.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3.57K+ 4.15% |
$153K - $162K
|
89.6K
$3.89M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.21K+ 22.05% |
$137K - $145K
|
17.7K
$770K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3KNew |
$129K - $136K
|
3K
$130K
|