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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-1.5K- 4.02% |
$65.1K - $67.3K
|
35.9K
$1.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-2.17K- 3.74% |
$94.1K - $97.3K
|
55.9K
$2.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.74K- 9.43% |
$75.4K - $78K
|
16.7K
$741K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-11.5K- 12.68% |
$498K - $515K
|
79.1K
$3.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
436+ 0.8% |
$18.9K - $19.5K
|
54.8K
$2.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.08K- 2.98% |
$264K - $272K
|
198K
$8.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-11.4K- 36.44% |
$495K - $512K
|
19.9K
$884K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-127- 4.52% |
$5.51K - $5.69K
|
2.68K
$119K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-23.5K- 30.14% |
$1.02M - $1.05M
|
54.4K
$2.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.6K+ 33.9% |
$937K - $968K
|
85.4K
$3.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
29K+ 52.01% |
$1.26M - $1.3M
|
84.8K
$3.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.43K- 1.63% |
$62.1K - $64.2K
|
86.3K
$3.83M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
671+ 1.45% |
$29.1K - $30.1K
|
46.9K
$2.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
8.86K+ 26.44% |
$384K - $397K
|
42.3K
$1.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-16- 0.1% |
$694 - $717
|
15.3K
$681K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
4.58KNew |
$199K - $205K
|
4.58K
$203K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-969- 7.02% |
$42K - $43.4K
|
12.8K
$570K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.47K- 4.54% |
$63.7K - $65.8K
|
30.9K
$1.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.13K- 29.72% |
$92.5K - $95.6K
|
5.04K
$224K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.46K+ 26.34% |
$63.4K - $65.5K
|
7.01K
$311K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24.9K+ 20.49% |
$1.08M - $1.11M
|
146K
$6.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.15K+ 4.49% |
$267K - $275K
|
143K
$6.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12.9K- 27.06% |
$560K - $578K
|
34.8K
$1.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.4K+ 148.64% |
$364K - $376K
|
14.1K
$624K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-201K- 23.42% |
$8.74M - $9.03M
|
659K
$29.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
496+ 4.58% |
$21.5K - $22.2K
|
11.3K
$503K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
7.26K+ 7.81% |
$315K - $325K
|
100K
$4.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
18.2K+ 22.14% |
$790K - $817K
|
101K
$4.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.1K+ 3.53% |
$828K - $856K
|
560K
$24.8M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-406- 0.85% |
$17.6K - $18.2K
|
47.2K
$2.09M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-1.93K- 47.75% |
$83.7K - $86.5K
|
2.11K
$93.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.18K+ 24.83% |
$94.6K - $97.8K
|
11K
$487K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.8K+ 1.46% |
$77.8K - $80.4K
|
125K
$5.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.01K+ 14.78% |
$87K - $89.9K
|
15.6K
$692K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
8.42K+ 1.19% |
$365K - $377K
|
716K
$31.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-248- 21.89% |
$10.8K - $11.1K
|
885
$39.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
18.6KNew |
$806K - $833K
|
18.6K
$825K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
127New |
$5.51K - $5.69K
|
127
$5.64K
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
14+ 0.15% |
$607 - $627
|
9.56K
$424K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
802+ 5.37% |
$34.8K - $35.9K
|
15.7K
$698K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.25K+ 27.12% |
$54.2K - $56K
|
5.86K
$260K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.8K- 3.06% |
$121K - $125K
|
88.6K
$3.93M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.01K- 1.3% |
$43.6K - $45K
|
76.2K
$3.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
18+ 0.1% |
$780 - $806
|
18K
$798K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
64+ 0.69% |
$2.78K - $2.87K
|
9.28K
$412K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.33K+ 4.69% |
$57.7K - $59.6K
|
29.7K
$1.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.04K- 25.31% |
$175K - $181K
|
11.9K
$529K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.35K- 19.73% |
$102K - $105K
|
9.55K
$424K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
34+ 0.15% |
$1.47K - $1.52K
|
22.7K
$1.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.55K+ 2.09% |
$67.1K - $69.4K
|
75.5K
$3.35M
|
|