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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.86K- 25.59% |
$294K - $311K
|
20K
$861K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.77K- 11.82% |
$333K - $353K
|
58K
$2.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-8.1K- 12.51% |
$347K - $368K
|
56.7K
$2.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-8.66K- 24.44% |
$371K - $393K
|
26.8K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.71K- 2.31% |
$373K - $395K
|
368K
$15.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.2K- 13.28% |
$479K - $507K
|
73K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.7K- 20.58% |
$501K - $530K
|
45.1K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.1K- 27.6% |
$520K - $551K
|
31.8K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-13.8K- 37.91% |
$592K - $627K
|
22.6K
$977K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-15K- 33.08% |
$641K - $679K
|
30.3K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-15K- 75.97% |
$642K - $680K
|
4.74K
$205K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-15.2K- 21.29% |
$650K - $689K
|
56.1K
$2.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-15.2K- 6.04% |
$653K - $692K
|
237K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-16.4K- 30.0% |
$701K - $743K
|
38.2K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-16.9K- 4.23% |
$723K - $766K
|
382K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17.5K- 1.84% |
$748K - $792K
|
934K
$40.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-18K- 59.37% |
$771K - $817K
|
12.3K
$532K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-19.2K- 37.92% |
$821K - $870K
|
31.4K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-21.1K- 36.78% |
$904K - $958K
|
36.3K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-22.2K- 12.79% |
$949K - $1.01M
|
151K
$6.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-24.2K- 22.98% |
$1.04M - $1.1M
|
81.2K
$3.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-25.4K- 64.63% |
$1.09M - $1.15M
|
13.9K
$601K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-28.3K- 39.39% |
$1.21M - $1.29M
|
43.6K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28.8K- 99.9% |
$1.24M - $1.31M
|
28
$1.21K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-30.8K- 12.87% |
$1.32M - $1.4M
|
209K
$9.01M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.8K- 3.63% |
$1.32M - $1.4M
|
819K
$35.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.3K- 3.96% |
$1.51M - $1.6M
|
856K
$36.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-40.1K- 7.44% |
$1.72M - $1.82M
|
499K
$21.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-50.9K- 12.03% |
$2.18M - $2.31M
|
373K
$16.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-52.5K- 37.01% |
$2.25M - $2.38M
|
89.3K
$3.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-55K- 30.97% |
$2.36M - $2.5M
|
123K
$5.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-57K- 90.23% |
$2.44M - $2.59M
|
6.17K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-58.7K- 85.92% |
$2.52M - $2.67M
|
9.62K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-59.7K- 86.25% |
$2.56M - $2.71M
|
9.51K
$411K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-63.4K- 22.0% |
$2.71M - $2.88M
|
225K
$9.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-63.9K- 40.43% |
$2.74M - $2.9M
|
94.1K
$4.06M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-64K- 19.98% |
$2.74M - $2.9M
|
256K
$11.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-69.3K- 85.74% |
$2.97M - $3.14M
|
11.5K
$497K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-71.2K- 13.65% |
$3.05M - $3.23M
|
450K
$19.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-72.4K- 27.87% |
$3.1M - $3.29M
|
187K
$8.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-73.2K- 10.81% |
$3.14M - $3.32M
|
604K
$26.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-74.2K- 43.97% |
$3.18M - $3.37M
|
94.6K
$4.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-77.4K- 40.51% |
$3.32M - $3.51M
|
114K
$4.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-78.7K- 47.15% |
$3.37M - $3.57M
|
88.2K
$3.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-79.5K- 38.55% |
$3.4M - $3.61M
|
127K
$5.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-83.1K- 27.13% |
$3.56M - $3.77M
|
223K
$9.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-112K- 58.24% |
$4.8M - $5.09M
|
80.4K
$3.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-113K- 44.73% |
$4.83M - $5.11M
|
139K
$6.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-113K- 33.0% |
$4.86M - $5.14M
|
230K
$9.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-118K- 39.74% |
$5.07M - $5.37M
|
179K
$7.74M
|