Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.07K+ 5.26% |
$174K - $180K
|
81.5K
$3.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.99K+ 7.57% |
$170K - $176K
|
56.6K
$2.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.96K+ 8.28% |
$169K - $175K
|
51.8K
$2.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.96K+ 0.67% |
$169K - $175K
|
594K
$26.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.9K+ 76.87% |
$167K - $173K
|
8.98K
$398K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.32K+ 5.25% |
$142K - $147K
|
66.5K
$2.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.14KNew |
$134K - $139K
|
3.14K
$139K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.07K+ 28.59% |
$131K - $136K
|
13.8K
$613K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.85K+ 3.25% |
$122K - $126K
|
90.6K
$4.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.83K+ 18.28% |
$121K - $125K
|
18.3K
$813K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.68K+ 44.86% |
$115K - $119K
|
8.66K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.47K+ 3.43% |
$105K - $109K
|
74.4K
$3.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.09K+ 4.2% |
$89.4K - $92.6K
|
51.9K
$2.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.94K+ 2.26% |
$82.7K - $85.7K
|
87.8K
$3.9M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.91K+ 1.6% |
$81.5K - $84.4K
|
121K
$5.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.9K+ 0.79% |
$81.2K - $84.1K
|
242K
$10.7M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.7K+ 1.89% |
$72.5K - $75.1K
|
91.4K
$4.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.62K+ 2.19% |
$69.2K - $71.7K
|
75.6K
$3.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.58K+ 5.89% |
$67.4K - $69.8K
|
28.4K
$1.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.52K+ 19.19% |
$64.7K - $67K
|
9.41K
$418K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1.24K+ 1.38% |
$52.8K - $54.6K
|
90.5K
$4.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.23K+ 12.84% |
$52.7K - $54.5K
|
10.8K
$481K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.11K+ 1.06% |
$47.6K - $49.3K
|
107K
$4.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
964+ 4.49% |
$41.2K - $42.6K
|
22.5K
$996K
|
|
|
Aug 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
878+ 6.39% |
$37.5K - $38.8K
|
14.6K
$649K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
725+ 9.02% |
$31K - $32.1K
|
8.76K
$389K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
711+ 1.13% |
$30.4K - $31.5K
|
63.7K
$2.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
685+ 7.75% |
$29.3K - $30.3K
|
9.53K
$423K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
520New |
$22.2K - $23K
|
520
$23.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
512+ 1.53% |
$21.9K - $22.7K
|
33.9K
$1.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
466+ 0.14% |
$19.9K - $20.6K
|
340K
$15.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
410New |
$17.5K - $18.1K
|
410
$18.2K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
388+ 5.48% |
$16.6K - $17.2K
|
7.47K
$332K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
350New |
$15K - $15.5K
|
350
$15.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
296+ 6.0% |
$12.6K - $13.1K
|
5.23K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
273+ 166.46% |
$11.7K - $12.1K
|
437
$19.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
259+ 3.58% |
$11.1K - $11.5K
|
7.49K
$332K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
252+ 2.18% |
$10.8K - $11.1K
|
11.8K
$524K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
205+ 4.11% |
$8.76K - $9.07K
|
5.19K
$230K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
202+ 1.17% |
$8.63K - $8.94K
|
17.4K
$774K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
200+ 0.84% |
$8.54K - $8.85K
|
23.9K
$1.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
127+ 0.89% |
$5.43K - $5.62K
|
14.4K
$640K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
120+ 2.31% |
$5.13K - $5.31K
|
5.32K
$236K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
86+ 0.1% |
$3.67K - $3.8K
|
83K
$3.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
82+ 1.44% |
$3.5K - $3.63K
|
5.78K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
77+ 0.62% |
$3.29K - $3.41K
|
12.4K
$550K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
72+ 0.4% |
$3.08K - $3.19K
|
17.9K
$793K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
59+ 1.07% |
$2.52K - $2.61K
|
5.55K
$246K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
47+ 1.07% |
$2.01K - $2.08K
|
4.43K
$197K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
47New |
$2.01K - $2.08K
|
47
$2.09K
|
|