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 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-23.5K- 30.14% |
$1.02M - $1.05M
|
54.4K
$2.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-24.4K- 18.91% |
$1.06M - $1.09M
|
105K
$4.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.3K- 9.86% |
$1.31M - $1.36M
|
277K
$12.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-33.7K- 65.09% |
$1.46M - $1.51M
|
18.1K
$802K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-40.9K- 7.63% |
$1.77M - $1.83M
|
495K
$22M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-43.8K- 25.15% |
$1.9M - $1.96M
|
130K
$5.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-55.8K- 25.44% |
$2.42M - $2.5M
|
164K
$7.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-57K- 40.01% |
$2.47M - $2.55M
|
85.5K
$3.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-74.5K- 2.63% |
$3.23M - $3.34M
|
2.75M
$122M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-79.4K- 97.22% |
$3.44M - $3.56M
|
2.27K
$101K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-84.5K- 78.86% |
$3.66M - $3.79M
|
22.7K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-90.5K- 100.0% |
$3.92M - $4.05M
|
4
$178
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-98.8K- 33.15% |
$4.28M - $4.42M
|
199K
$8.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-128K- 15.15% |
$5.56M - $5.75M
|
718K
$31.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-148K- 17.59% |
$6.41M - $6.62M
|
692K
$30.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-169K- 67.04% |
$7.34M - $7.59M
|
83.3K
$3.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-201K- 23.42% |
$8.74M - $9.03M
|
659K
$29.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-533K- 92.7% |
$23.1M - $23.9M
|
42K
$1.86M
|
|