Latest Institutional Transactions on First Tr ETF Viii Tcw Opportun (FIXD)
This table provides information on the latest institutional transactions involving First Tr ETF Viii Tcw Opportun (FIXD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.45K+ 11.76% |
$62.2K - $65.9K
|
13.8K
$592K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
490New |
$21K - $22.2K
|
490
$21K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-87- 43.28% |
$3.73K - $3.95K
|
114
$4.89K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
60.3K+ 52.66% |
$2.58M - $2.74M
|
175K
$7.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
84.1K+ 6.7% |
$3.6M - $3.81M
|
1.34M
$57.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 5.4% |
$56K - $59.4K
|
22.9K
$982K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.16K+ 3.9% |
$178K - $189K
|
111K
$4.76M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-13.8K- 37.91% |
$592K - $627K
|
22.6K
$970K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.05K+ 9.58% |
$44.9K - $47.5K
|
12K
$513K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3New |
$129 - $136
|
3
$129
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.54KNew |
$409K - $433K
|
9.54K
$409K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
728+ 0.15% |
$31.2K - $33K
|
495K
$21.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
12.5KNew |
$537K - $569K
|
12.5K
$537K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28.8K- 99.9% |
$1.24M - $1.31M
|
28
$1.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-16.4K- 30.0% |
$701K - $743K
|
38.2K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
43+ 0.88% |
$1.84K - $1.95K
|
4.95K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.14K+ 4.54% |
$263K - $279K
|
141K
$6.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-69.3K- 85.74% |
$2.97M - $3.14M
|
11.5K
$494K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
470+ 2.46% |
$20.1K - $21.3K
|
19.6K
$839K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.04K- 2.48% |
$87.4K - $92.5K
|
80.3K
$3.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12.1K+ 5.21% |
$518K - $549K
|
244K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.77K- 11.82% |
$333K - $353K
|
58K
$2.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.46K- 15.77% |
$105K - $112K
|
13.2K
$564K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.98K+ 5.15% |
$385K - $407K
|
183K
$7.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.4K+ 5.18% |
$274K - $290K
|
130K
$5.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-415K- 92.97% |
$17.8M - $18.8M
|
31.4K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
10.1K+ 6.64% |
$431K - $456K
|
162K
$6.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-16.9K- 4.23% |
$723K - $766K
|
382K
$16.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-113K- 44.73% |
$4.83M - $5.11M
|
139K
$5.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-390- 7.19% |
$16.7K - $17.7K
|
5.03K
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-73.2K- 10.81% |
$3.14M - $3.32M
|
604K
$25.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
46+ 0.91% |
$1.97K - $2.09K
|
5.09K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-8.66K- 24.44% |
$371K - $393K
|
26.8K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.85K+ 5.05% |
$122K - $129K
|
59.2K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-63.9K- 40.43% |
$2.74M - $2.9M
|
94.1K
$4.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.12K- 47.92% |
$90.9K - $96.3K
|
2.31K
$98.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-112K- 58.24% |
$4.8M - $5.09M
|
80.4K
$3.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14.5K+ 6.82% |
$621K - $657K
|
227K
$9.72M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.47K- 18.78% |
$63.1K - $66.9K
|
6.38K
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
5.87K+ 78.9% |
$251K - $266K
|
13.3K
$570K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-15K- 33.08% |
$641K - $679K
|
30.3K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.41K- 25.09% |
$275K - $291K
|
19.1K
$821K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.11K+ 9.24% |
$176K - $187K
|
48.6K
$2.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
27New |
$1.16K - $1.23K
|
27
$1.16K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.86K- 25.59% |
$294K - $311K
|
20K
$855K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
151+ 0.05% |
$6.47K - $6.85K
|
306K
$13.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-371- 5.79% |
$15.9K - $16.8K
|
6.03K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-83.1K- 27.13% |
$3.56M - $3.77M
|
223K
$9.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
18.1K+ 5.66% |
$774K - $820K
|
337K
$14.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38.8K+ 16.21% |
$1.66M - $1.76M
|
278K
$11.9M
|