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 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.6K+ 0.45% |
$1.35M - $1.45M
|
7.05M
$302M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-351K- 87.41% |
$15M - $16.1M
|
50.5K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.9K- 1.54% |
$596K - $636K
|
891K
$38.2M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-840- 1.64% |
$36K - $38.4K
|
50.2K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.97K+ 3.31% |
$213K - $227K
|
155K
$6.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.82K- 10.99% |
$78.1K - $83.4K
|
14.8K
$633K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-202- 1.61% |
$8.66K - $9.24K
|
12.3K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.85K- 6.93% |
$79.3K - $84.6K
|
24.8K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
500+ 6.13% |
$21.4K - $22.9K
|
8.66K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-769- 8.08% |
$33K - $35.2K
|
8.74K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.06K- 2.34% |
$88.3K - $94.3K
|
86K
$3.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.72K+ 8.73% |
$117K - $124K
|
33.8K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.84K+ 30.03% |
$207K - $221K
|
20.9K
$898K
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
8.3K+ 17.97% |
$356K - $380K
|
54.5K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.44K+ 0.76% |
$61.9K - $66K
|
191K
$8.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-46- 0.95% |
$1.97K - $2.1K
|
4.79K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-10.5K- 90.13% |
$451K - $481K
|
1.15K
$49.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
47.3K+ 9.84% |
$2.03M - $2.16M
|
527K
$22.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-703- 1.73% |
$30.1K - $32.2K
|
39.9K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.75K- 1.86% |
$74.8K - $79.9K
|
92K
$3.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.8K- 5.43% |
$249K - $266K
|
101K
$4.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-213- 1.02% |
$9.13K - $9.75K
|
20.7K
$885K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
136New |
$5.83K - $6.22K
|
136
$5.83K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-30.8K- 22.61% |
$1.32M - $1.41M
|
105K
$4.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.7K+ 32.29% |
$716K - $764K
|
68.4K
$2.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.03K+ 3.05% |
$87K - $92.8K
|
68.5K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-53.1K- 16.96% |
$2.27M - $2.43M
|
260K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.43K+ 5.48% |
$104K - $111K
|
46.8K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.74KNew |
$203K - $217K
|
4.74K
$203K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.04K- 36.14% |
$44.4K - $47.4K
|
1.83K
$78.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.73K+ 7.46% |
$117K - $125K
|
39.4K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.52K+ 12.0% |
$365K - $390K
|
79.5K
$3.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
74+ 1.41% |
$3.17K - $3.39K
|
5.33K
$229K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.9K+ 9.94% |
$1.15M - $1.23M
|
298K
$12.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
215New |
$9.22K - $9.84K
|
215
$9.22K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
616K+ 6.99% |
$26.4M - $28.2M
|
9.43M
$404M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-7.51K- 7.07% |
$322K - $344K
|
98.7K
$4.23M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19.1K+ 18.4% |
$817K - $872K
|
123K
$5.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-20K- 29.86% |
$857K - $915K
|
47K
$2.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-675- 2.55% |
$28.9K - $30.9K
|
25.8K
$1.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
627K+ 170.69% |
$26.9M - $28.7M
|
994K
$42.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.81K+ 80.59% |
$378K - $403K
|
19.7K
$846K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.21K+ 1177.67% |
$52K - $55.5K
|
1.32K
$56.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.57K+ 9.77% |
$67.4K - $71.9K
|
17.7K
$757K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-223K- 25.99% |
$9.54M - $10.2M
|
634K
$27.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.22K+ 3.38% |
$181K - $193K
|
129K
$5.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
222New |
$9.52K - $10.2K
|
222
$9.52K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-567- 0.66% |
$24.3K - $25.9K
|
86K
$3.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
257K+ 3.42% |
$11M - $11.8M
|
7.79M
$334M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.36K+ 3.55% |
$101K - $108K
|
68.9K
$2.96M
|