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 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-10.4KClosed |
$548K - $556K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-13.5KClosed |
$722K - $733K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-13.2KClosed |
$707K - $718K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-8.77KClosed |
$469K - $476K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-381KClosed |
$20.4M - $20.7M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6KNew |
$321K - $326K
|
6K
$257K
|
|
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
SELL
|
- |
-4.73KClosed |
$253K - $257K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-44.1KClosed |
$2.36M - $2.4M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-186KClosed |
$9.95M - $10.1M
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-338KClosed |
$18.1M - $18.4M
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.8KClosed |
$96.1K - $97.6K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
173New |
$9.16K - $9.29K
|
173
$7.42K
|
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.24KClosed |
$489K - $496K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
121KNew |
$6.41M - $6.51M
|
121K
$5.19M
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-12.9KClosed |
$683K - $693K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-21KClosed |
$1.11M - $1.13M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Sfmg, LLC
|
SELL
|
- |
-312KClosed |
$16.5M - $16.8M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-268Closed |
$14.2K - $14.4K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-4.62KClosed |
$245K - $248K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-65.4KClosed |
$3.46M - $3.51M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.71KClosed |
$249K - $253K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-10.7KClosed |
$567K - $576K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.56KClosed |
$295K - $299K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
SELL
|
- |
-305Closed |
$16.1K - $16.4K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Aug 10, 2021
Q1 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-110KClosed |
$5.79M - $6.01M
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Curran Financial Partners, LLC
|
SELL
|
- |
-7.56KClosed |
$399K - $414K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-8.04KClosed |
$424K - $440K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-239KClosed |
$12.6M - $13.1M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-252Closed |
$13.3K - $13.8K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-13.3KClosed |
$702K - $729K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-124KClosed |
$6.57M - $6.82M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-430Closed |
$22.7K - $23.5K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4.45KClosed |
$235K - $244K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-1.44KClosed |
$76.2K - $79.1K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-14.2KClosed |
$748K - $776K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 19, 2021
Q4 2020
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-200Closed |
$10.9K - $11.1K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
168New |
$9.18K - $9.3K
|
168
$7.2K
|
|
|
Feb 12, 2021
Q4 2020
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-23.1KClosed |
$1.26M - $1.28M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-10KClosed |
$549K - $556K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-190Closed |
$10.4K - $10.5K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-227KClosed |
$12.4M - $12.6M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
151KNew |
$8.25M - $8.35M
|
151K
$6.47M
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
300+ 7.14% |
$16.5K - $16.7K
|
4.5K
$193K
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-209Closed |
$11.5K - $11.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
204K+ 2763.97% |
$10.8M - $11.2M
|
211K
$9.05M
|
|
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
SELL
|
- |
-10KClosed |
$530K - $550K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-396Closed |
$20.9K - $21.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-891Closed |
$47.1K - $48.8K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-130KClosed |
$6.88M - $7.13M
|
0
$0
|
|