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
$159M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.55MNew |
$66.4M - $70.4M
|
1.55M
$67M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
428K+ 297136.81% |
$18.3M - $19.4M
|
428K
$18.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
359K+ 37.1% |
$15.4M - $16.3M
|
1.33M
$57.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
257K+ 78.42% |
$11M - $11.7M
|
584K
$25.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
240K+ 216.98% |
$10.3M - $10.9M
|
350K
$15.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
153KNew |
$6.54M - $6.93M
|
153K
$6.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
148KNew |
$6.34M - $6.72M
|
148K
$6.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
95.7K+ 24.13% |
$4.1M - $4.34M
|
492K
$21.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
88.4KNew |
$3.79M - $4.01M
|
88.4K
$3.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
84.1K+ 6.7% |
$3.6M - $3.81M
|
1.34M
$57.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
74.9KNew |
$3.21M - $3.4M
|
74.9K
$3.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
74.5K+ 14.12% |
$3.19M - $3.38M
|
602K
$26M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
66.6K+ 18.41% |
$2.85M - $3.02M
|
428K
$18.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
65.4KNew |
$2.8M - $2.97M
|
65.4K
$2.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
63.7K+ 12.91% |
$2.73M - $2.89M
|
557K
$24M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
61.5KNew |
$2.63M - $2.79M
|
61.5K
$2.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
60.3K+ 52.66% |
$2.58M - $2.74M
|
175K
$7.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
57.5KNew |
$2.46M - $2.61M
|
57.5K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
54.4KNew |
$2.33M - $2.47M
|
54.4K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
53K+ 159.72% |
$2.27M - $2.4M
|
86.2K
$3.72M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
52.8KNew |
$2.26M - $2.39M
|
52.8K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
50.6K+ 205.16% |
$2.17M - $2.29M
|
75.2K
$3.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
47.3K+ 5.52% |
$2.03M - $2.15M
|
905K
$39.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
45.4K+ 231.98% |
$1.95M - $2.06M
|
65K
$2.81M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
44.5KNew |
$1.91M - $2.02M
|
44.5K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
43.8K+ 46.79% |
$1.87M - $1.99M
|
137K
$5.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
43.4K+ 12.67% |
$1.86M - $1.97M
|
386K
$16.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
39.3K+ 91.05% |
$1.68M - $1.78M
|
82.4K
$3.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.1K+ 3.94% |
$1.68M - $1.77M
|
1.03M
$44.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38.8K+ 16.21% |
$1.66M - $1.76M
|
278K
$12M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
34.2K+ 39.28% |
$1.46M - $1.55M
|
121K
$5.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26K+ 54.08% |
$1.11M - $1.18M
|
74K
$3.19M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
25.9K+ 19.02% |
$1.11M - $1.17M
|
162K
$6.99M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
24.9K+ 19.08% |
$1.06M - $1.13M
|
155K
$6.69M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.7K+ 3.21% |
$1.06M - $1.12M
|
793K
$34.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
24.1K+ 6.71% |
$1.03M - $1.09M
|
383K
$16.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.3K+ 2.18% |
$957K - $1.01M
|
1.05M
$45.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
21.8K+ 11.25% |
$932K - $988K
|
215K
$9.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21.3K+ 10.47% |
$912K - $966K
|
225K
$9.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
19.1K+ 143.79% |
$818K - $866K
|
32.4K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
18.6K+ 17.86% |
$797K - $844K
|
123K
$5.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
18.1K+ 5.66% |
$774K - $820K
|
337K
$14.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15.7K+ 21.82% |
$674K - $714K
|
87.8K
$3.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.9K+ 28.73% |
$638K - $676K
|
66.7K
$2.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14.5K+ 6.82% |
$621K - $657K
|
227K
$9.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
14.1K+ 25.92% |
$605K - $641K
|
68.6K
$2.96M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
13.9K+ 3.35% |
$596K - $632K
|
430K
$18.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13.6K+ 39.15% |
$583K - $618K
|
48.4K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
12.5KNew |
$537K - $569K
|
12.5K
$541K
|