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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
202+ 1.17% |
$8.63K - $8.94K
|
17.4K
$774K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-629- 1.46% |
$26.9K - $27.8K
|
42.5K
$1.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
410New |
$17.5K - $18.1K
|
410
$18.2K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-500- 9.37% |
$21.4K - $22.1K
|
4.84K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
6.36KNew |
$272K - $281K
|
6.36K
$282K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-118K- 87.14% |
$5.04M - $5.22M
|
17.4K
$773K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
82+ 1.44% |
$3.5K - $3.63K
|
5.78K
$257K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-57.2K- 85.82% |
$2.45M - $2.53M
|
9.46K
$420K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-20.7K- 51.8% |
$886K - $917K
|
19.3K
$856K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-4.52K- 43.04% |
$193K - $200K
|
5.98K
$265K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-27.3K- 70.63% |
$1.17M - $1.21M
|
11.3K
$503K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 1.07% |
$256 - $265
|
569
$25.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
4.75KNew |
$203K - $210K
|
4.75K
$211K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.09K- 6.0% |
$175K - $181K
|
64K
$2.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-331K- 98.55% |
$14.1M - $14.6M
|
4.87K
$216K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-1.75K- 20.42% |
$74K - $77K
|
6.8K
$302K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.26KNew |
$223K - $232K
|
5.26K
$234K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.68KNew |
$198K - $206K
|
4.68K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
20New |
$848 - $882
|
20
$888
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-33.4K- 35.27% |
$1.41M - $1.47M
|
61.2K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-5.47K- 50.52% |
$232K - $241K
|
5.36K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
30New |
$1.27K - $1.32K
|
30
$1.33K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
126KNew |
$5.36M - $5.57M
|
126K
$5.61M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
73New |
$3.1K - $3.22K
|
73
$3.24K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-95- 1.69% |
$4.03K - $4.19K
|
5.52K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-2.98K- 10.79% |
$126K - $132K
|
24.7K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-23- 85.19% |
$975 - $1.01K
|
4
$178
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
26.2KNew |
$1.11M - $1.15M
|
26.2K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
12New |
$509 - $529
|
12
$533
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-376- 1.67% |
$15.9K - $16.6K
|
22.1K
$980K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.05K- 14.9% |
$86.8K - $90.3K
|
11.7K
$519K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.49M- 96.18% |
$63.3M - $65.8M
|
59.2K
$2.63M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-361- 5.33% |
$15.3K - $15.9K
|
6.41K
$285K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
381New |
$16.2K - $16.8K
|
381
$16.9K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-675- 9.34% |
$28.6K - $29.8K
|
6.56K
$291K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-21.6K- 59.45% |
$915K - $951K
|
14.7K
$653K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
21.6K+ 5.05% |
$918K - $955K
|
450K
$20M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
500+ 33.33% |
$21.2K - $22.1K
|
2K
$88.8K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5.15K+ 10.46% |
$219K - $227K
|
54.4K
$2.42M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-397- 38.66% |
$16.8K - $17.5K
|
630
$28K
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-448K- 93.7% |
$19M - $19.8M
|
30.1K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-5.7K- 53.46% |
$242K - $251K
|
4.96K
$220K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
220+ 3.69% |
$9.33K - $9.7K
|
6.19K
$275K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.06K- 52.51% |
$257K - $267K
|
5.48K
$243K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-180- 55.73% |
$7.63K - $7.94K
|
143
$6.35K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1New |
$42.4 - $44.1
|
1
$44.4
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
45+ 0.91% |
$1.91K - $1.98K
|
4.99K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-9.69K- 66.63% |
$411K - $428K
|
4.85K
$215K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.54K- 19.06% |
$107K - $112K
|
10.8K
$478K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
8.67KNew |
$368K - $383K
|
8.67K
$385K
|
|