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 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.09K- 11.73% |
$48.3K - $48.9K
|
8.19K
$363K
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
3.17K+ 2.31% |
$141K - $142K
|
140K
$6.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-10- 0.08% |
$444 - $450
|
12.9K
$573K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
39+ 0.65% |
$1.73K - $1.75K
|
6.07K
$269K
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
6.19KNew |
$275K - $278K
|
6.19K
$275K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.1K+ 8.34% |
$446K - $452K
|
131K
$5.79M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.87K+ 21.36% |
$216K - $219K
|
27.6K
$1.23M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
445+ 4.64% |
$19.7K - $20K
|
10K
$445K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.49K+ 16.48% |
$66.2K - $67.1K
|
10.5K
$468K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-42.6K- 40.68% |
$1.89M - $1.91M
|
62.1K
$2.75M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2+ 0.03% |
$88.8 - $89.9
|
6.64K
$295K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-325- 3.82% |
$14.4K - $14.6K
|
8.17K
$363K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-142K- 93.41% |
$6.31M - $6.4M
|
10K
$445K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.35K+ 6.29% |
$104K - $106K
|
39.7K
$1.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-15.1K- 28.93% |
$669K - $678K
|
37K
$1.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-12.1K- 55.33% |
$535K - $542K
|
9.73K
$432K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-640- 3.57% |
$28.4K - $28.8K
|
17.3K
$768K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
437+ 7.04% |
$19.4K - $19.6K
|
6.64K
$295K
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
37.2K+ 10.02% |
$1.65M - $1.67M
|
408K
$18.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.6K+ 2.0% |
$70.8K - $71.7K
|
81.3K
$3.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
107+ 0.5% |
$4.75K - $4.81K
|
21.5K
$955K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
67+ 1.05% |
$2.97K - $3.01K
|
6.42K
$285K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-44.4K- 84.98% |
$1.97M - $1.99M
|
7.84K
$348K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6.27K+ 11.15% |
$278K - $282K
|
62.5K
$2.77M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-7.45K- 23.11% |
$331K - $335K
|
24.8K
$1.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
173K+ 109.26% |
$7.69M - $7.79M
|
332K
$14.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-5.5K- 32.21% |
$244K - $247K
|
11.6K
$513K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
49K+ 37.63% |
$2.12M - $2.2M
|
179K
$7.95M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.84K- 20.87% |
$79.7K - $82.3K
|
6.97K
$309K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-814- 13.46% |
$35.3K - $36.5K
|
5.24K
$232K
|
|
|
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
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
50+ 1.13% |
$2.17K - $2.24K
|
4.48K
$199K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.47K- 1.11% |
$63.6K - $65.7K
|
131K
$5.8M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-330- 2.39% |
$14.3K - $14.8K
|
13.5K
$599K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-33- 0.26% |
$1.43K - $1.48K
|
12.6K
$560K
|
|
|
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
|
Larson Financial Group LLC
|
SELL
|
- |
-98.8K- 33.15% |
$4.28M - $4.42M
|
199K
$8.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.08K- 2.58% |
$90K - $93K
|
78.2K
$3.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
60.5KNew |
$2.62M - $2.71M
|
60.5K
$2.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-4.85K- 23.99% |
$210K - $217K
|
15.4K
$681K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
163K+ 1.92% |
$7.07M - $7.3M
|
8.65M
$384M
|
|
|
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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.17K+ 13.48% |
$137K - $142K
|
26.7K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-74.5K- 2.63% |
$3.23M - $3.34M
|
2.75M
$122M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.4KNew |
$496K - $513K
|
11.4K
$508K
|
|
|
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
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.4K+ 5.9% |
$581K - $600K
|
240K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
803+ 2.6% |
$34.8K - $36K
|
31.7K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-148K- 17.59% |
$6.41M - $6.62M
|
692K
$30.7M
|
|