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 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 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-63.2K- 45.13% |
$2.71M - $2.87M
|
76.8K
$3.32M
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-143K- 22.57% |
$6.13M - $6.5M
|
491K
$21.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-146K- 69.47% |
$6.24M - $6.61M
|
64K
$2.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-147K- 96.09% |
$6.28M - $6.65M
|
5.97K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-162K- 48.64% |
$6.92M - $7.33M
|
171K
$7.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-173K- 55.86% |
$7.41M - $7.85M
|
137K
$5.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-174K- 28.86% |
$7.44M - $7.88M
|
428K
$18.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200K- 39.98% |
$8.55M - $9.06M
|
300K
$12.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-231K- 18.81% |
$9.9M - $10.5M
|
997K
$43.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-340K- 22.11% |
$14.6M - $15.5M
|
1.2M
$51.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-415K- 92.97% |
$17.8M - $18.8M
|
31.4K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-458K- 94.57% |
$19.6M - $20.8M
|
26.3K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-622K- 15.86% |
$26.6M - $28.2M
|
3.3M
$142M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-661K- 20.41% |
$28.3M - $30M
|
2.58M
$111M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-734K- 10.42% |
$31.5M - $33.3M
|
6.31M
$273M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-981K- 10.4% |
$42M - $44.5M
|
8.45M
$365M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.27M- 99.15% |
$54.5M - $57.8M
|
10.9K
$470K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-7.49M- 96.21% |
$321M - $340M
|
295K
$12.7M
|