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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.04K+ 8.44% |
$132K - $136K
|
39.1K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.8K+ 0.84% |
$2.33M - $2.41M
|
6.46M
$287M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-169K- 67.04% |
$7.34M - $7.59M
|
83.3K
$3.7M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
21.1K+ 15.57% |
$914K - $945K
|
156K
$6.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
798+ 1.52% |
$34.6K - $35.8K
|
53.4K
$2.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.6K+ 5.04% |
$1.8M - $1.86M
|
866K
$38.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.95K+ 1.83% |
$84.5K - $87.3K
|
108K
$4.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.52K- 28.39% |
$153K - $158K
|
8.88K
$394K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.63K- 20.14% |
$331K - $342K
|
30.3K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
11.7K+ 2.28% |
$508K - $525K
|
526K
$23.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.75K- 5.6% |
$249K - $258K
|
96.9K
$4.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.2K- 2.45% |
$573K - $592K
|
526K
$23.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
161New |
$6.98K - $7.21K
|
161
$7.15K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.81K- 17.66% |
$122K - $126K
|
13.1K
$581K
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
13K+ 3.81% |
$562K - $580K
|
353K
$15.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32.2K+ 47.89% |
$1.4M - $1.44M
|
99.6K
$4.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.26K+ 1.94% |
$97.8K - $101K
|
119K
$5.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-13.2K- 25.06% |
$574K - $593K
|
39.6K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
106+ 0.19% |
$4.6K - $4.75K
|
54.5K
$2.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-79.4K- 97.22% |
$3.44M - $3.56M
|
2.27K
$101K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-798- 3.28% |
$34.6K - $35.8K
|
23.5K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-175- 39.68% |
$7.59K - $7.84K
|
266
$11.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
341+ 1.7% |
$14.8K - $15.3K
|
20.4K
$905K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
1.24K+ 3.33% |
$53.7K - $55.5K
|
38.4K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
21.9K+ 6.82% |
$950K - $981K
|
343K
$15.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
17.7K+ 2.98% |
$769K - $794K
|
612K
$27.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
6.03K+ 77.13% |
$261K - $270K
|
13.8K
$614K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.56KNew |
$284K - $294K
|
6.56K
$291K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
444+ 5.1% |
$19.3K - $19.9K
|
9.15K
$406K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
30+ 0.31% |
$1.3K - $1.34K
|
9.56K
$424K
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
14.4KNew |
$624K - $645K
|
14.4K
$639K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21.3K- 37.36% |
$922K - $952K
|
35.6K
$1.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.6KNew |
$243K - $251K
|
5.6K
$249K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-6.84K- 69.89% |
$296K - $306K
|
2.94K
$131K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-451- 2.46% |
$19.6K - $20.2K
|
17.9K
$793K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.2K- 93.68% |
$748K - $772K
|
1.16K
$51.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
499+ 309.94% |
$21.6K - $22.4K
|
660
$29.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.7K- 1.34% |
$73.7K - $76.1K
|
125K
$5.53M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
34+ 0.24% |
$1.47K - $1.52K
|
14.1K
$624K
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.1K- 2.55% |
$91K - $94K
|
80.1K
$3.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-845- 5.38% |
$36.6K - $37.9K
|
14.8K
$659K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-902- 17.39% |
$39.1K - $40.4K
|
4.29K
$190K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.1K- 31.61% |
$308K - $318K
|
15.4K
$681K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.57K- 6.86% |
$372K - $384K
|
116K
$5.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
131+ 1.0% |
$5.68K - $5.87K
|
13.3K
$590K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-799- 37.99% |
$34.6K - $35.8K
|
1.3K
$57.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-63- 0.01% |
$2.73K - $2.82K
|
534K
$23.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-533K- 92.7% |
$23.1M - $23.9M
|
42K
$1.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.15K+ 9.49% |
$49.6K - $51.3K
|
13.2K
$586K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
9.35K+ 10.18% |
$405K - $419K
|
101K
$4.49M
|
|