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 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.81K- 17.66% |
$122K - $126K
|
13.1K
$581K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.03K- 8.11% |
$132K - $136K
|
34.4K
$1.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.06K- 11.6% |
$132K - $137K
|
23.3K
$1.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-3.21K- 9.72% |
$139K - $144K
|
29.8K
$1.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-3.23K- 7.49% |
$140K - $144K
|
39.8K
$1.77M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.41K- 13.74% |
$148K - $153K
|
21.4K
$950K
|
|
|
Jan 05, 2026
Q3 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-3.51K- 17.07% |
$152K - $157K
|
17.1K
$757K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.52K- 28.39% |
$153K - $158K
|
8.88K
$394K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.68K- 15.31% |
$160K - $165K
|
20.4K
$904K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-4K- 6.02% |
$173K - $179K
|
62.5K
$2.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.04K- 25.31% |
$175K - $181K
|
11.9K
$529K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.08K- 3.52% |
$177K - $183K
|
112K
$4.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.2K- 85.69% |
$182K - $188K
|
701
$31.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-4.22K- 31.03% |
$183K - $189K
|
9.39K
$417K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.65K- 7.55% |
$201K - $208K
|
56.9K
$2.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.67K- 6.09% |
$203K - $209K
|
72K
$3.2M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-4.68K- 2.86% |
$203K - $209K
|
159K
$7.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.84K- 34.28% |
$210K - $217K
|
9.28K
$412K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-4.85K- 23.99% |
$210K - $217K
|
15.4K
$681K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.13K- 5.64% |
$222K - $230K
|
85.7K
$3.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.49K- 5.64% |
$238K - $246K
|
91.7K
$4.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.65K- 16.64% |
$245K - $253K
|
28.3K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.66K- 4.71% |
$246K - $254K
|
114K
$5.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.75K- 5.6% |
$249K - $258K
|
96.9K
$4.3M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.83K- 2.72% |
$253K - $261K
|
209K
$9.26M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-5.87K- 2.8% |
$254K - $263K
|
204K
$9.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.08K- 2.98% |
$264K - $272K
|
198K
$8.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.54K- 8.79% |
$284K - $293K
|
67.9K
$3.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-6.84K- 69.89% |
$296K - $306K
|
2.94K
$131K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.1K- 31.61% |
$308K - $318K
|
15.4K
$681K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.63K- 20.14% |
$331K - $342K
|
30.3K
$1.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.57K- 6.86% |
$372K - $384K
|
116K
$5.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.04K- 19.49% |
$392K - $405K
|
37.3K
$1.66M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-10.8K- 18.52% |
$470K - $486K
|
47.7K
$2.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-11.4K- 36.44% |
$495K - $512K
|
19.9K
$884K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-11.5K- 12.68% |
$498K - $515K
|
79.1K
$3.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
SELL
|
- |
-12.4K- 5.15% |
$539K - $557K
|
229K
$10.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12.9K- 27.06% |
$560K - $578K
|
34.8K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.2K- 2.45% |
$573K - $592K
|
526K
$23.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-13.2K- 25.06% |
$574K - $593K
|
39.6K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.1K- 2.05% |
$655K - $676K
|
723K
$32.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-16.5K- 47.83% |
$715K - $739K
|
18K
$799K
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-16.8K- 72.71% |
$730K - $754K
|
6.32K
$280K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.2K- 93.68% |
$748K - $772K
|
1.16K
$51.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.4K- 32.19% |
$752K - $777K
|
36.6K
$1.62M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-18.3K- 48.74% |
$794K - $820K
|
19.3K
$855K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-18.8K- 16.3% |
$816K - $843K
|
96.6K
$4.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-19.9K- 69.85% |
$865K - $894K
|
8.61K
$382K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21.3K- 37.36% |
$922K - $952K
|
35.6K
$1.58M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-23.5K- 30.14% |
$1.02M - $1.05M
|
54.4K
$2.41M
|
|