Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-270K- 28.93% |
$11.5M - $11.9M
|
664K
$29.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-308K- 50.99% |
$13.1M - $13.6M
|
296K
$13.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-308K- 25.67% |
$13.1M - $13.6M
|
891K
$39.6M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-337K- 63.7% |
$14.3M - $14.9M
|
192K
$8.54M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-343K- 19.98% |
$14.5M - $15.1M
|
1.37M
$61M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-397K- 10.78% |
$16.8M - $17.5M
|
3.29M
$146M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-448K- 93.7% |
$19M - $19.8M
|
30.1K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-530K- 20.55% |
$22.5M - $23.4M
|
2.05M
$90.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-573K- 89.47% |
$24.3M - $25.3M
|
67.5K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-593K- 62.03% |
$25.2M - $26.2M
|
363K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-938K- 9.13% |
$39.8M - $41.4M
|
9.34M
$415M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.1M- 12.98% |
$46.5M - $48.4M
|
7.35M
$326M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.31M- 97.66% |
$55.4M - $57.7M
|
31.3K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.49M- 96.18% |
$63.3M - $65.8M
|
59.2K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.67M- 83.9% |
$70.9M - $73.7M
|
321K
$14.2M
|
|