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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
499+ 309.94% |
$21.6K - $22.4K
|
660
$29.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
496+ 4.58% |
$21.5K - $22.2K
|
11.3K
$503K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
463+ 0.63% |
$20.1K - $20.7K
|
74.1K
$3.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
455+ 8.7% |
$19.7K - $20.4K
|
5.69K
$252K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
444+ 5.1% |
$19.3K - $19.9K
|
9.15K
$406K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
436+ 0.8% |
$18.9K - $19.5K
|
54.8K
$2.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
408New |
$17.7K - $18.3K
|
408
$18.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
395+ 4.56% |
$17.1K - $17.7K
|
9.06K
$402K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
384+ 4.38% |
$16.7K - $17.2K
|
9.14K
$406K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
346+ 0.67% |
$15K - $15.5K
|
52.2K
$2.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
341+ 1.7% |
$14.8K - $15.3K
|
20.4K
$905K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
323+ 5.36% |
$14K - $14.5K
|
6.35K
$282K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
319+ 4.4% |
$13.8K - $14.3K
|
7.58K
$336K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
225New |
$9.76K - $10.1K
|
225
$9.99K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
190New |
$8.24K - $8.51K
|
190
$8.43K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
182+ 1.93% |
$7.89K - $8.15K
|
9.59K
$426K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
161New |
$6.98K - $7.21K
|
161
$7.15K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
151New |
$6.55K - $6.76K
|
151
$6.7K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
146+ 1.95% |
$6.33K - $6.54K
|
7.62K
$338K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
139New |
$6.03K - $6.23K
|
139
$6.17K
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
131+ 1.0% |
$5.68K - $5.87K
|
13.3K
$590K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
127New |
$5.51K - $5.69K
|
127
$5.64K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
106+ 0.19% |
$4.6K - $4.75K
|
54.5K
$2.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
78+ 0.44% |
$3.38K - $3.49K
|
18K
$797K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
73+ 0.57% |
$3.17K - $3.27K
|
12.9K
$574K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
70+ 1.11% |
$3.04K - $3.14K
|
6.35K
$282K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
64+ 0.69% |
$2.78K - $2.87K
|
9.28K
$412K
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
63+ 0.3% |
$2.73K - $2.82K
|
20.8K
$923K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
50New |
$2.17K - $2.24K
|
50
$2.22K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
50+ 1.13% |
$2.17K - $2.24K
|
4.48K
$199K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
46+ 0.02% |
$1.99K - $2.06K
|
195K
$8.66M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
34+ 0.24% |
$1.47K - $1.52K
|
14.1K
$624K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
34+ 0.15% |
$1.47K - $1.52K
|
22.7K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
30+ 0.31% |
$1.3K - $1.34K
|
9.56K
$424K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
22+ 0.07% |
$954 - $986
|
32.2K
$1.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19+ 1.13% |
$824 - $851
|
1.69K
$75.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
18+ 0.1% |
$780 - $806
|
18K
$798K
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
14+ 0.15% |
$607 - $627
|
9.56K
$424K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 0.03% |
$43.4 - $44.8
|
3K
$133K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-10- 0.17% |
$434 - $448
|
6.03K
$268K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-16- 0.1% |
$694 - $717
|
15.3K
$681K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-18- 0.21% |
$780 - $806
|
8.5K
$377K
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-21- 0.1% |
$911 - $941
|
20.8K
$922K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-33- 0.26% |
$1.43K - $1.48K
|
12.6K
$560K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-34- 72.34% |
$1.47K - $1.52K
|
13
$577
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-37- 0.14% |
$1.6K - $1.66K
|
26.4K
$1.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-38- 8.3% |
$1.65K - $1.7K
|
420
$18.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-63- 0.01% |
$2.73K - $2.82K
|
534K
$23.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-100- 30.77% |
$4.34K - $4.48K
|
225
$9.99K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-127- 4.52% |
$5.51K - $5.69K
|
2.68K
$119K
|
|