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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
132+ 1.7% |
$5.6K - $5.82K
|
7.89K
$342K
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-1.15K- 14.83% |
$48.6K - $50.6K
|
6.58K
$285K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-435- 1.2% |
$18.4K - $19.2K
|
35.8K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.66K- 14.63% |
$113K - $117K
|
15.5K
$671K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15.2K+ 1600.84% |
$645K - $671K
|
16.2K
$700K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1.16K+ 2.39% |
$49.2K - $51.2K
|
49.8K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-17.5K- 7.18% |
$743K - $773K
|
226K
$9.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.36K- 20.44% |
$99.9K - $104K
|
9.17K
$397K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
7.05K+ 30.4% |
$299K - $311K
|
30.2K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
441+ 0.59% |
$18.7K - $19.5K
|
75.7K
$3.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-68- 1.35% |
$2.88K - $3K
|
4.97K
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 58.62% |
$496K - $516K
|
8.26K
$358K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-129K- 73.58% |
$5.45M - $5.67M
|
46.2K
$2M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
29.3K+ 3.24% |
$1.24M - $1.29M
|
934K
$40.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.67K- 4.22% |
$70.8K - $73.7K
|
37.9K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-16K- 77.18% |
$677K - $705K
|
4.72K
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
22.1K+ 87.1% |
$937K - $975K
|
47.5K
$2.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
5.07K+ 4.13% |
$215K - $223K
|
128K
$5.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-5.85K- 15.13% |
$248K - $258K
|
32.8K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
198New |
$8.4K - $8.73K
|
198
$8.58K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.3K+ 50917.86% |
$604K - $629K
|
14.3K
$619K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-484- 6.56% |
$20.5K - $21.3K
|
6.89K
$298K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6.43K- 12.42% |
$273K - $284K
|
45.3K
$1.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-65.4K- 42.15% |
$2.77M - $2.88M
|
89.7K
$3.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.34K- 9.2% |
$226K - $235K
|
52.6K
$2.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-159K- 32.11% |
$6.73M - $7M
|
336K
$14.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.21K- 18.1% |
$136K - $142K
|
14.5K
$630K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.43K- 12.8% |
$145K - $151K
|
23.4K
$1.01M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-8.45K- 1.97% |
$358K - $373K
|
421K
$18.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
296+ 182.72% |
$12.6K - $13.1K
|
458
$19.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-28.3K- 12.67% |
$1.2M - $1.25M
|
195K
$8.44M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
16.4K+ 10.13% |
$696K - $724K
|
178K
$7.72M
|
|
| Q4 2024 | |||||||
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
29.2KNew |
$1.25M - $1.32M
|
29.2K
$1.26M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.1K+ 56.8% |
$734K - $777K
|
47.3K
$2.05M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
36.3K+ 35.94% |
$1.56M - $1.65M
|
137K
$5.95M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
193New |
$8.27K - $8.76K
|
193
$8.36K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-30- 83.33% |
$1.29K - $1.36K
|
6
$260
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-331- 2.57% |
$14.2K - $15K
|
12.5K
$543K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1+ 3.23% |
$42.8 - $45.4
|
32
$1.39K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
15New |
$643 - $681
|
15
$650
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.77KNew |
$290K - $307K
|
6.77K
$293K
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-305K- 97.67% |
$13.1M - $13.9M
|
7.27K
$315K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
441New |
$18.9K - $20K
|
441
$19.1K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.68K- 15.79% |
$200K - $212K
|
24.9K
$1.08M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
13.2KNew |
$566K - $600K
|
13.2K
$572K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
25.4KNew |
$1.09M - $1.15M
|
25.4K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2.64K+ 34.7% |
$113K - $120K
|
10.2K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-622K- 15.86% |
$26.6M - $28.2M
|
3.3M
$143M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
164K+ 52.17% |
$7.03M - $7.44M
|
479K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
91.9K+ 115.52% |
$3.94M - $4.17M
|
171K
$7.42M
|
|