Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
8.18K+ 18.62% |
$354K - $366K
|
52.1K
$2.31M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.07KNew |
$350K - $361K
|
8.07K
$358K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.69K+ 7.52% |
$333K - $344K
|
110K
$4.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
7.26K+ 7.81% |
$315K - $325K
|
100K
$4.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.17K+ 16.58% |
$311K - $321K
|
50.4K
$2.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
6.59KNew |
$286K - $295K
|
6.59K
$293K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.56KNew |
$284K - $294K
|
6.56K
$291K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.15K+ 4.49% |
$267K - $275K
|
143K
$6.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
6.03K+ 77.13% |
$261K - $270K
|
13.8K
$614K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.6KNew |
$243K - $251K
|
5.6K
$249K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.1K+ 9.84% |
$221K - $229K
|
57K
$2.53M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.62KNew |
$200K - $207K
|
4.62K
$205K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
4.58KNew |
$199K - $205K
|
4.58K
$203K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.41K+ 8.52% |
$191K - $198K
|
56.2K
$2.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4.11K+ 5.44% |
$178K - $184K
|
79.7K
$3.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
4.11K+ 5.66% |
$178K - $184K
|
76.6K
$3.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.08K+ 11.9% |
$177K - $183K
|
38.3K
$1.7M
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
3.65K+ 1.15% |
$158K - $163K
|
320K
$14.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.42K+ 2695.28% |
$148K - $153K
|
3.55K
$158K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.17K+ 13.48% |
$137K - $142K
|
26.7K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.04K+ 8.44% |
$132K - $136K
|
39.1K
$1.73M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.81K+ 0.33% |
$122K - $126K
|
845K
$37.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.61K+ 1.59% |
$113K - $117K
|
167K
$7.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.26K+ 1.94% |
$97.8K - $101K
|
119K
$5.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.25K+ 3.62% |
$97.6K - $101K
|
64.4K
$2.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.18K+ 24.83% |
$94.6K - $97.8K
|
11K
$487K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.01K+ 14.78% |
$87K - $89.9K
|
15.6K
$692K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
2K+ 11.65% |
$86.7K - $89.6K
|
19.2K
$851K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.95K+ 1.83% |
$84.5K - $87.3K
|
108K
$4.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.8K+ 1.46% |
$77.8K - $80.4K
|
125K
$5.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.63K+ 2.09% |
$70.5K - $72.8K
|
79.5K
$3.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.55K+ 2.09% |
$67.1K - $69.4K
|
75.5K
$3.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
1.54K+ 10.51% |
$66.6K - $68.8K
|
16.2K
$717K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.46K+ 26.34% |
$63.4K - $65.5K
|
7.01K
$311K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.33K+ 4.69% |
$57.7K - $59.6K
|
29.7K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.32K+ 5.17% |
$57.3K - $59.2K
|
26.9K
$1.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.25K+ 27.12% |
$54.2K - $56K
|
5.86K
$260K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
1.24K+ 3.33% |
$53.7K - $55.5K
|
38.4K
$1.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.15K+ 9.49% |
$49.6K - $51.3K
|
13.2K
$586K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
941+ 7.98% |
$40.8K - $42.2K
|
12.7K
$565K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
888New |
$38.5K - $39.8K
|
888
$39.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
873+ 16.81% |
$37.9K - $39.1K
|
6.07K
$269K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
832New |
$36.1K - $37.3K
|
832
$36.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
803+ 2.6% |
$34.8K - $36K
|
31.7K
$1.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
802+ 5.37% |
$34.8K - $35.9K
|
15.7K
$698K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
798+ 1.52% |
$34.6K - $35.8K
|
53.4K
$2.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
768+ 2.64% |
$33.3K - $34.4K
|
29.8K
$1.32M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
732+ 2.07% |
$31.7K - $32.8K
|
36.1K
$1.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
671+ 1.45% |
$29.1K - $30.1K
|
46.9K
$2.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
499+ 309.94% |
$21.6K - $22.4K
|
660
$29.3K
|
|