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, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
167K+ 5.44% |
$7.16M - $7.64M
|
3.24M
$139M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19.8K+ 70.33% |
$850K - $907K
|
48K
$2.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
216+ 1.73% |
$9.26K - $9.88K
|
12.7K
$546K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.68K+ 12.15% |
$72.2K - $77.1K
|
15.5K
$666K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
34K+ 89.14% |
$1.46M - $1.55M
|
72.1K
$3.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-4.34K- 8.24% |
$186K - $198K
|
48.3K
$2.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.62K+ 6.43% |
$370K - $395K
|
143K
$6.12M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.5K+ 3.81% |
$620K - $662K
|
394K
$16.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23.8K+ 4.15% |
$1.02M - $1.09M
|
595K
$25.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.67KNew |
$243K - $259K
|
5.67K
$243K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
282+ 1.29% |
$12.1K - $12.9K
|
22.1K
$948K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
191K+ 61.74% |
$8.17M - $8.72M
|
499K
$21.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
507+ 2.23% |
$21.7K - $23.2K
|
23.2K
$996K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-6.08K- 37.51% |
$261K - $278K
|
10.1K
$434K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
591New |
$25.3K - $27K
|
591
$25.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.18K+ 3.27% |
$222K - $237K
|
164K
$7.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
39.2K+ 12.89% |
$1.68M - $1.79M
|
343K
$14.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
15.8K+ 8.29% |
$677K - $722K
|
206K
$8.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20K- 5.51% |
$859K - $917K
|
344K
$14.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.18KNew |
$222K - $237K
|
5.18K
$222K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
45.1K+ 10.28% |
$1.93M - $2.07M
|
484K
$20.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-16.9K- 3.41% |
$726K - $775K
|
479K
$20.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-64- 0.02% |
$2.74K - $2.93K
|
327K
$14M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-3.01K- 11.04% |
$129K - $138K
|
24.3K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
725+ 4.24% |
$31.1K - $33.2K
|
17.8K
$765K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.31K+ 1.16% |
$142K - $152K
|
288K
$12.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.43K+ 8.54% |
$104K - $111K
|
30.9K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-385- 1.91% |
$16.5K - $17.6K
|
19.8K
$848K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
52.7K+ 17.06% |
$2.26M - $2.41M
|
362K
$15.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.61K- 12.51% |
$69.1K - $73.8K
|
11.3K
$483K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.57K+ 13.91% |
$67.3K - $71.9K
|
12.9K
$552K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
4.57K+ 7.59% |
$196K - $209K
|
64.8K
$2.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.54K+ 33.75% |
$109K - $116K
|
10.1K
$432K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.55K- 10.01% |
$238K - $254K
|
49.9K
$2.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-46.5K- 78.28% |
$1.99M - $2.13M
|
12.9K
$553K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.69K+ 6.05% |
$72.5K - $77.4K
|
29.6K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.9K+ 28.98% |
$811K - $866K
|
84.2K
$3.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
75New |
$3.22K - $3.43K
|
75
$3.22K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.58K+ 3.23% |
$67.9K - $72.5K
|
50.6K
$2.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
30.9K+ 3.73% |
$1.32M - $1.41M
|
857K
$36.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
318+ 6.13% |
$13.6K - $14.6K
|
5.5K
$236K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
783+ 12.55% |
$33.6K - $35.8K
|
7.02K
$301K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-365- 18.58% |
$15.6K - $16.7K
|
1.6K
$68.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.58K+ 0.82% |
$67.6K - $72.2K
|
193K
$8.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-327- 22.84% |
$14K - $15K
|
1.11K
$47.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.1K- 5.04% |
$477K - $509K
|
210K
$8.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
65.4K+ 7.55% |
$2.8M - $2.99M
|
931K
$39.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.94K- 49.07% |
$126K - $135K
|
3.05K
$131K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
400+ 1.03% |
$17.1K - $18.3K
|
39.1K
$1.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.24K+ 19.3% |
$53.3K - $56.9K
|
7.69K
$330K
|