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 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.88K+ 36.97% |
$123K - $132K
|
10.7K
$457K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.2K+ 229.34% |
$736K - $785K
|
24.6K
$1.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.12K+ 2.53% |
$47.9K - $51.1K
|
45.3K
$1.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-184- 0.14% |
$7.89K - $8.42K
|
133K
$5.71M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-42.2K- 11.64% |
$1.81M - $1.93M
|
320K
$13.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
29.9K+ 14.25% |
$1.28M - $1.37M
|
239K
$10.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.99K+ 2.43% |
$257K - $274K
|
252K
$10.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
13.3K+ 13.28% |
$569K - $607K
|
113K
$4.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-2.7K- 0.21% |
$116K - $123K
|
1.28M
$55M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
37+ 0.55% |
$1.59K - $1.69K
|
6.71K
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.56K- 25.16% |
$66.9K - $71.4K
|
4.64K
$199K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.37K+ 16.2% |
$102K - $108K
|
17K
$728K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
447+ 3.19% |
$19.2K - $20.5K
|
14.5K
$620K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-121K- 80.11% |
$5.21M - $5.56M
|
30.2K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.28K+ 25.48% |
$54.7K - $58.4K
|
6.29K
$270K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-814- 2.26% |
$34.9K - $37.2K
|
35.1K
$1.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.1K+ 1.19% |
$89.9K - $96K
|
178K
$7.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
573K+ 590583.5% |
$24.6M - $26.2M
|
573K
$24.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-539K- 56.01% |
$23.1M - $24.7M
|
423K
$18.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-116- 29.07% |
$4.97K - $5.31K
|
283
$12.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
32.2K+ 4.59% |
$1.38M - $1.47M
|
734K
$31.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-5- 0.07% |
$214 - $229
|
6.89K
$295K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.12K- 23.72% |
$48K - $51.3K
|
3.6K
$154K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-15.6K- 17.76% |
$667K - $712K
|
72.1K
$3.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-768- 4.0% |
$32.9K - $35.1K
|
18.4K
$791K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.66K+ 11.88% |
$157K - $168K
|
34.5K
$1.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-2.52K- 31.88% |
$108K - $115K
|
5.38K
$231K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.3K+ 2.52% |
$1.08M - $1.16M
|
1.03M
$44M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-410K- 18.26% |
$17.6M - $18.8M
|
1.84M
$78.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 0.99% |
$171 - $183
|
409
$17.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-146K- 5.69% |
$6.25M - $6.67M
|
2.41M
$104M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.64% |
$85.7 - $91.5
|
316
$13.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
7New |
$300 - $320
|
7
$300
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
90.4K+ 37.23% |
$3.87M - $4.14M
|
333K
$14.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-455- 26.3% |
$19.5K - $20.8K
|
1.28K
$54.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.4K+ 9.78% |
$661K - $706K
|
173K
$7.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7New |
$300 - $320
|
7
$300
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
26New |
$1.11K - $1.19K
|
26
$1.11K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-459- 5.25% |
$19.7K - $21K
|
8.29K
$355K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
11.7K+ 2.43% |
$502K - $535K
|
493K
$21.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
14.2K+ 24.51% |
$608K - $648K
|
72K
$3.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.17K- 6.09% |
$50.3K - $53.7K
|
18.1K
$775K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-406- 1.47% |
$17.4K - $18.6K
|
27.1K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
23.3KNew |
$1M - $1.07M
|
23.3K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.55K- 35.81% |
$324K - $346K
|
13.5K
$580K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
4.38K+ 13.25% |
$188K - $200K
|
37.5K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-350- 2.8% |
$15K - $16K
|
12.1K
$520K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-3.23K- 12.07% |
$138K - $148K
|
23.5K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
485+ 1.14% |
$20.8K - $22.2K
|
43.1K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-44- 0.4% |
$1.89K - $2.01K
|
11K
$473K
|