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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
39+ 0.12% |
$1.67K - $1.73K
|
32K
$1.42M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
26+ 0.65% |
$1.11K - $1.15K
|
4.04K
$179K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
22+ 15.83% |
$940 - $973
|
161
$7.15K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 1.08% |
$854 - $885
|
1.88K
$83.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 1.09% |
$769 - $796
|
1.68K
$74.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15+ 0.01% |
$641 - $664
|
123K
$5.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
7+ 0.11% |
$299 - $310
|
6.59K
$292K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 1.07% |
$256 - $265
|
569
$25.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3+ 0.0% |
$128 - $133
|
82.3K
$3.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 0.03% |
$42.7 - $44.2
|
3K
$133K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2- 0.7% |
$85.4 - $88.5
|
285
$12.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.07% |
$427 - $442
|
14.9K
$662K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-17- 0.22% |
$726 - $752
|
7.82K
$347K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-28- 0.56% |
$1.2K - $1.24K
|
4.94K
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-34- 0.54% |
$1.45K - $1.5K
|
6.28K
$279K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-38- 0.11% |
$1.62K - $1.68K
|
35.3K
$1.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-46- 0.63% |
$1.97K - $2.04K
|
7.26K
$322K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-50- 16.56% |
$2.14K - $2.21K
|
252
$11.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-75- 0.28% |
$3.2K - $3.32K
|
26.4K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-78- 1.22% |
$3.33K - $3.45K
|
6.3K
$280K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-112- 1.27% |
$4.78K - $4.95K
|
8.7K
$386K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-221- 3.54% |
$9.44K - $9.78K
|
6.03K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-230- 90.91% |
$9.83K - $10.2K
|
23
$1.02K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-232- 1.68% |
$9.91K - $10.3K
|
13.6K
$603K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-246- 3.91% |
$10.5K - $10.9K
|
6.05K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-276- 68.49% |
$11.8K - $12.2K
|
127
$5.64K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-322- 0.85% |
$13.8K - $14.2K
|
37.6K
$1.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-359- 11.32% |
$15.3K - $15.9K
|
2.81K
$125K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-384- 2.9% |
$16.4K - $17K
|
12.9K
$571K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-417- 0.94% |
$17.8K - $18.4K
|
44K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-431- 2.64% |
$18.4K - $19.1K
|
15.9K
$706K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-449- 2.44% |
$19.2K - $19.9K
|
18K
$797K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-473- 5.73% |
$20.2K - $20.9K
|
7.78K
$345K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-500- 9.37% |
$21.4K - $22.1K
|
4.84K
$215K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-502- 3.05% |
$21.4K - $22.2K
|
16K
$709K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-536- 1.41% |
$22.9K - $23.7K
|
37.4K
$1.66M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-540- 3.05% |
$23.1K - $23.9K
|
17.2K
$762K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-547- 4.86% |
$23.4K - $24.2K
|
10.7K
$475K
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-547- 0.93% |
$23.4K - $24.2K
|
58.1K
$2.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-562- 2.64% |
$24K - $24.9K
|
20.7K
$920K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-570- 21.32% |
$24.4K - $25.2K
|
2.1K
$93.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-578- 1.76% |
$24.7K - $25.6K
|
32.2K
$1.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-629- 1.46% |
$26.9K - $27.8K
|
42.5K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-697- 9.87% |
$29.8K - $30.8K
|
6.36K
$282K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-715- 2.72% |
$30.5K - $31.6K
|
25.6K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-719- 8.57% |
$30.7K - $31.8K
|
7.67K
$340K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-792- 1.44% |
$33.8K - $35K
|
54.3K
$2.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-851- 12.35% |
$36.4K - $37.6K
|
6.04K
$268K
|
|