Latest Institutional Transactions on First Tr ETF Viii Tcw Opportun (FIXD)

FIXD Quotes by TradingView

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
Jul 26, 2022 Q2 2022
Key F Inancial Inc

BUY
 -
1.84K
New
$83.3K - $91.2K
1.84K $79K
Jul 22, 2022 Q2 2022
High Tower Trust Services, Lta

BUY
 -
34.5K
New
$1.56M - $1.71M
34.5K $1.48M
Jul 20, 2022 Q2 2022
Trust CO Of Vermont

BUY
 -
147
New
$6.65K - $7.28K
147 $6.3K
Jul 15, 2022 Q2 2022
Destiny Wealth Partners, LLC

SELL
 -
-647
- 25.85%
$29.3K - $32K
1.86K $79.6K
Jul 15, 2022 Q2 2022
Pinnacle Private Wealth, LLC

SELL
 -
-14.4K
Closed
$653K - $715K
0 $0
Jul 14, 2022 Q2 2022
Mascoma Wealth Management LLC

SELL
 -
-800
Closed
$36.2K - $39.6K
0 $0
Jul 14, 2022 Q2 2022
Cedar Mountain Advisors, LLC

SELL
 -
-167
Closed
$7.56K - $8.27K
0 $0
Jul 13, 2022 Q2 2022
Insight Wealth Partners, LLC

SELL
 -
-2.37K
- 34.37%
$107K - $117K
4.52K $194K
Jul 13, 2022 Q2 2022
Pcg Wealth Advisors, LLC

SELL
 -
-275
- 5.59%
$12.4K - $13.6K
4.65K $199K
Jul 12, 2022 Q2 2022
Trinity Legacy Partners, LLC

SELL
 -
-6.39K
- 9.31%
$289K - $316K
62.2K $2.67M
Jul 06, 2022 Q2 2022
Advocacy Wealth Management Services, LLC

SELL
 -
-484
Closed
$21.9K - $24K
0 $0
Q1 2022
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-6
Closed
$295 - $317
0 $0
May 16, 2022 Q1 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-3.97K
Closed
$195K - $210K
0 $0
May 13, 2022 Q1 2022
Worth Asset Management, LLC

BUY
 -
100
New
$4.92K - $5.29K
100 $4.29K
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-150
Closed
$7.38K - $7.94K
0 $0
May 13, 2022 Q1 2022
Karlinski Andrew C

Irvine, CA
BUY
 -
1.19K
New
$58.7K - $63.1K
1.19K $51.1K
May 12, 2022 Q1 2022
Principle Wealth Partners LLC

SELL
 -
-7.4K
Closed
$364K - $391K
0 $0
May 11, 2022 Q1 2022
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-220
Closed
$10.8K - $11.6K
0 $0
May 05, 2022 Q1 2022
Professional Financial Advisors, LLC

SELL
 -
-65
Closed
$3.2K - $3.44K
0 $0
May 03, 2022 Q1 2022
Goal Vest Advisory LLC

SELL
 -
-1.65K
Closed
$81.1K - $87.2K
0 $0
May 03, 2022 Q1 2022
Sandy Spring Bank

BUY
 -
187
New
$9.2K - $9.89K
187 $8.02K
May 02, 2022 Q1 2022
Integral Investment Advisors, Inc.

SELL
 -
-41K
Closed
$2.02M - $2.17M
0 $0
May 02, 2022 Q1 2022
Clear Investment Research, LLC

SELL
 -
-683
- 33.25%
$33.6K - $36.1K
1.37K $58.8K
Apr 28, 2022 Q1 2022
Pitti Group Wealth Management, LLC

SELL
 -
-14.2K
Closed
$699K - $751K
0 $0
Apr 27, 2022 Q1 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-5.13K
Closed
$252K - $271K
0 $0
Apr 26, 2022 Q1 2022
Avestar Capital, LLC

SELL
 -
-12.4K
Closed
$610K - $657K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-1.32K
Closed
$64.9K - $69.8K
0 $0
Apr 25, 2022 Q1 2022
Tfo Tdc, LLC

SELL
 -
-332
Closed
$16.3K - $17.6K
0 $0
Apr 25, 2022 Q1 2022
Castle Rock Wealth Management, LLC

SELL
 -
-43.3K
Closed
$2.13M - $2.29M
0 $0
Apr 22, 2022 Q1 2022
Purus Wealth Management, LLC

SELL
 -
-9.58K
Closed
$471K - $507K
0 $0
Apr 20, 2022 Q1 2022
Concord Wealth Partners

SELL
 -
-115
Closed
$5.66K - $6.08K
0 $0
Apr 20, 2022 Q1 2022
Selective Wealth Management, Inc.

SELL
 -
-126
Closed
$6.2K - $6.67K
0 $0
Apr 19, 2022 Q1 2022
Icon Wealth Partners, LLC

SELL
 -
-53.4K
Closed
$2.63M - $2.83M
0 $0
Apr 19, 2022 Q1 2022
Mason & Associates Inc

SELL
 -
-49.4K
Closed
$2.43M - $2.61M
0 $0
Apr 18, 2022 Q1 2022
Teamwork Financial Advisors, LLC

SELL
 -
-19.5K
Closed
$961K - $1.03M
0 $0
Apr 18, 2022 Q1 2022
Clarity Financial LLC

SELL
 -
-29.4K
Closed
$1.45M - $1.56M
0 $0
Apr 15, 2022 Q1 2022
Paladin Advisory Group, LLC

SELL
 CALL
-207
Closed
$10.2K - $11K
0 $0
Apr 14, 2022 Q1 2022
Glassman Wealth Services

SELL
 -
-126
Closed
$6.2K - $6.67K
0 $0
Q4 2021
Nov 14, 2024 Q4 2021
Plotkin Financial Advisors, LLC

Chevy Chase, MD
SELL
 -
-9.21K
Closed
$488K - $495K
0 $0
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-355
Closed
$18.8K - $19.1K
0 $0
Feb 14, 2022 Q4 2021
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-14.7K
Closed
$780K - $792K
0 $0
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-45
Closed
$2.38K - $2.42K
0 $0
Feb 14, 2022 Q4 2021
Pasadena Private Wealth, LLC

Pasadena, CA
SELL
 -
-36.2K
Closed
$1.92M - $1.95M
0 $0
Feb 08, 2022 Q4 2021
Central Trust CO

Jefferson City, MO
SELL
 -
-156
Closed
$8.26K - $8.38K
0 $0
Feb 08, 2022 Q4 2021
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
921
New
$48.8K - $49.5K
921 $39.5K
Feb 02, 2022 Q4 2021
Stonebridge Financial Planning Group, LLC

SELL
 -
-125
Closed
$6.62K - $6.71K
0 $0
Jan 31, 2022 Q4 2021
Mcdonald Partners LLC

SELL
 -
-6.65K
Closed
$352K - $357K
0 $0
Jan 27, 2022 Q4 2021
Mattern Wealth Management LLC

SELL
 -
-180K
Closed
$9.53M - $9.66M
0 $0
Jan 26, 2022 Q4 2021
Johnson Midwest Financial, LLC

SELL
 -
-451
Closed
$23.9K - $24.2K
0 $0

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