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 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-152- 1.84% |
$6.59K - $6.81K
|
8.12K
$360K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-175- 39.68% |
$7.59K - $7.84K
|
266
$11.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-223- 4.52% |
$9.67K - $9.99K
|
4.72K
$209K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-236- 0.42% |
$10.2K - $10.6K
|
56.2K
$2.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-248- 21.89% |
$10.8K - $11.1K
|
885
$39.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-271- 21.25% |
$11.8K - $12.1K
|
1K
$44.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-272- 1.0% |
$11.8K - $12.2K
|
26.9K
$1.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-291- 0.58% |
$12.6K - $13K
|
49.9K
$2.22M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-307- 0.7% |
$13.3K - $13.8K
|
43.7K
$1.94M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-330- 2.39% |
$14.3K - $14.8K
|
13.5K
$599K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-349- 4.66% |
$15.1K - $15.6K
|
7.14K
$317K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-356- 1.33% |
$15.4K - $15.9K
|
26.4K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-406- 0.85% |
$17.6K - $18.2K
|
47.2K
$2.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-450- 4.16% |
$19.5K - $20.2K
|
10.4K
$460K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-451- 2.46% |
$19.6K - $20.2K
|
17.9K
$793K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-639- 1.4% |
$27.7K - $28.6K
|
45.1K
$2M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-735- 0.03% |
$31.9K - $32.9K
|
2.72M
$121M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-797- 0.52% |
$34.6K - $35.7K
|
152K
$6.76M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-798- 3.28% |
$34.6K - $35.8K
|
23.5K
$1.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-799- 37.99% |
$34.6K - $35.8K
|
1.3K
$57.9K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-814- 13.46% |
$35.3K - $36.5K
|
5.24K
$232K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-845- 5.38% |
$36.6K - $37.9K
|
14.8K
$659K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-902- 17.39% |
$39.1K - $40.4K
|
4.29K
$190K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-969- 7.02% |
$42K - $43.4K
|
12.8K
$570K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.01K- 1.3% |
$43.6K - $45K
|
76.2K
$3.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.02K- 0.63% |
$44.2K - $45.7K
|
162K
$7.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.26K- 1.93% |
$54.6K - $56.4K
|
64K
$2.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.34K- 5.6% |
$58K - $59.9K
|
22.6K
$1M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.43K- 1.63% |
$62.1K - $64.2K
|
86.3K
$3.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-1.44K- 6.04% |
$62.3K - $64.3K
|
22.4K
$992K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.47K- 1.11% |
$63.6K - $65.7K
|
131K
$5.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.47K- 4.54% |
$63.7K - $65.8K
|
30.9K
$1.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-1.5K- 4.02% |
$65.1K - $67.3K
|
35.9K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-1.52K- 8.85% |
$65.8K - $68K
|
15.6K
$694K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 20.3% |
$68.5K - $70.8K
|
6.2K
$275K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.7K- 1.34% |
$73.7K - $76.1K
|
125K
$5.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.73K- 45.68% |
$75.2K - $77.7K
|
2.06K
$91.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.74K- 9.43% |
$75.4K - $78K
|
16.7K
$741K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.84K- 11.05% |
$79.6K - $82.2K
|
14.8K
$655K
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.84K- 20.87% |
$79.7K - $82.3K
|
6.97K
$309K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-1.93K- 47.75% |
$83.7K - $86.5K
|
2.11K
$93.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.01K- 13.95% |
$87.2K - $90.1K
|
12.4K
$550K
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.08K- 2.58% |
$90K - $93K
|
78.2K
$3.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.1K- 2.55% |
$91K - $94K
|
80.1K
$3.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.13K- 29.72% |
$92.5K - $95.6K
|
5.04K
$224K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-2.17K- 3.79% |
$94K - $97.1K
|
55K
$2.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-2.17K- 3.74% |
$94.1K - $97.3K
|
55.9K
$2.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.35K- 19.73% |
$102K - $105K
|
9.55K
$424K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.37K- 26.31% |
$103K - $106K
|
6.64K
$294K
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2.47K- 7.7% |
$107K - $111K
|
29.6K
$1.31M
|
|