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 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
9.35K+ 10.18% |
$405K - $419K
|
101K
$4.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
1.54K+ 10.51% |
$66.6K - $68.8K
|
16.2K
$717K
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-21- 0.1% |
$911 - $941
|
20.8K
$922K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.81K+ 0.33% |
$122K - $126K
|
845K
$37.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.25K+ 3.62% |
$97.6K - $101K
|
64.4K
$2.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.4K- 32.19% |
$752K - $777K
|
36.6K
$1.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-40.9K- 7.63% |
$1.77M - $1.83M
|
495K
$22M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
768+ 2.64% |
$33.3K - $34.4K
|
29.8K
$1.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
941+ 7.98% |
$40.8K - $42.2K
|
12.7K
$565K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.49K- 5.64% |
$238K - $246K
|
91.7K
$4.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
139New |
$6.03K - $6.23K
|
139
$6.17K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.08K+ 11.9% |
$177K - $183K
|
38.3K
$1.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.26K- 1.93% |
$54.6K - $56.4K
|
64K
$2.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.66K+ 17.05% |
$419K - $433K
|
66.3K
$2.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
20.8K+ 9.64% |
$900K - $930K
|
236K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
225New |
$9.76K - $10.1K
|
225
$9.99K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
551K+ 1939.97% |
$23.9M - $24.7M
|
579K
$25.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.2K+ 12.33% |
$444K - $458K
|
93.2K
$4.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.42K+ 2695.28% |
$148K - $153K
|
3.55K
$158K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19+ 1.13% |
$824 - $851
|
1.69K
$75.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 0.03% |
$43.4 - $44.8
|
3K
$133K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
109K+ 5.03% |
$4.72M - $4.87M
|
2.27M
$101M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
146+ 1.95% |
$6.33K - $6.54K
|
7.62K
$338K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.13K- 5.64% |
$222K - $230K
|
85.7K
$3.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.84K- 11.05% |
$79.6K - $82.2K
|
14.8K
$655K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-4K- 6.02% |
$173K - $179K
|
62.5K
$2.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-223- 4.52% |
$9.67K - $9.99K
|
4.72K
$209K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
19.2K+ 1.52% |
$831K - $859K
|
1.28M
$56.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-291- 0.58% |
$12.6K - $13K
|
49.9K
$2.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-90.5K- 100.0% |
$3.92M - $4.05M
|
4
$178
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-37- 0.14% |
$1.6K - $1.66K
|
26.4K
$1.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-33.7K- 65.09% |
$1.46M - $1.51M
|
18.1K
$802K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.1K+ 9.84% |
$221K - $229K
|
57K
$2.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.08K- 3.52% |
$177K - $183K
|
112K
$4.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
4.11K+ 5.66% |
$178K - $184K
|
76.6K
$3.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.03K- 8.11% |
$132K - $136K
|
34.4K
$1.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
408New |
$17.7K - $18.3K
|
408
$18.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
832New |
$36.1K - $37.3K
|
832
$36.9K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.07KNew |
$350K - $361K
|
8.07K
$358K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
84.6K+ 19.41% |
$3.67M - $3.79M
|
521K
$23.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-18.8K- 16.3% |
$816K - $843K
|
96.6K
$4.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-3.21K- 9.72% |
$139K - $144K
|
29.8K
$1.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
46+ 0.02% |
$1.99K - $2.06K
|
195K
$8.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
11.4KNew |
$493K - $509K
|
11.4K
$505K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
9.45K+ 7.82% |
$410K - $423K
|
130K
$5.78M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.06K- 11.6% |
$132K - $137K
|
23.3K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
190New |
$8.24K - $8.51K
|
190
$8.43K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
873+ 16.81% |
$37.9K - $39.1K
|
6.07K
$269K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-639- 1.4% |
$27.7K - $28.6K
|
45.1K
$2M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-10.8K- 18.52% |
$470K - $486K
|
47.7K
$2.12M
|
|