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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
4.56KNew |
$186K - $204K
|
4.56K
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3+ 1.12% |
$123 - $134
|
272
$11.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
5.57KNew |
$228K - $250K
|
5.57K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.76KNew |
$277K - $303K
|
6.76K
$291K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-718- 74.64% |
$29.4K - $32.2K
|
244
$10.5K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-65.2K- 13.89% |
$2.67M - $2.92M
|
404K
$17.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-515- 9.7% |
$21.1K - $23.1K
|
4.79K
$206K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
807New |
$33K - $36.2K
|
807
$34.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-90.7K- 46.57% |
$3.71M - $4.06M
|
104K
$4.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-29.4K- 42.84% |
$1.2M - $1.32M
|
39.2K
$1.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.68K- 43.48% |
$191K - $210K
|
6.08K
$262K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.09K - $4.48K
|
100
$4.31K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
8.67KNew |
$355K - $389K
|
8.67K
$374K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-920- 66.81% |
$37.6K - $41.2K
|
457
$19.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.23K- 3.25% |
$50.2K - $55K
|
36.5K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-7.91K- 60.05% |
$324K - $354K
|
5.26K
$227K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.58K+ 15.34% |
$64.7K - $70.8K
|
11.9K
$512K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-6.57K- 56.5% |
$269K - $294K
|
5.06K
$218K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
83New |
$3.4K - $3.72K
|
83
$3.58K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
480New |
$19.6K - $21.5K
|
480
$20.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
142KNew |
$5.83M - $6.38M
|
142K
$6.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.99K+ 28.9% |
$204K - $224K
|
22.2K
$959K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.4KNew |
$508K - $556K
|
12.4K
$535K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-235- 1.19% |
$9.62K - $10.5K
|
19.5K
$842K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 15.79% |
$54.9K - $60.1K
|
7.16K
$308K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-26- 0.08% |
$1.06K - $1.16K
|
31.4K
$1.35M
|
|
| Q3 2023 | |||||||
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-400- 66.67% |
$16.8K - $17.8K
|
200
$8.62K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
9+ 1.11% |
$378 - $401
|
820
$35.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$4.2K - $4.45K
|
100
$4.31K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.34KNew |
$224K - $238K
|
5.34K
$230K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-241- 1.15% |
$10.1K - $10.7K
|
20.7K
$891K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.83K- 54.5% |
$287K - $304K
|
5.7K
$246K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-15.7K- 64.21% |
$658K - $697K
|
8.73K
$376K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 10.89% |
$74.6K - $79.1K
|
18.1K
$780K
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
4.26K+ 2.36% |
$179K - $190K
|
185K
$7.96M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
12.2KNew |
$513K - $543K
|
12.2K
$526K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-574- 0.94% |
$24.1K - $25.5K
|
60.2K
$2.59M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.26K- 13.37% |
$94.8K - $101K
|
14.6K
$631K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.23K+ 17.47% |
$51.5K - $54.6K
|
8.25K
$356K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14.3KNew |
$630K - $653K
|
14.3K
$617K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
443KNew |
$19.5M - $20.2M
|
443K
$19.1M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
100New |
$4.4K - $4.56K
|
100
$4.31K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.87KNew |
$126K - $131K
|
2.87K
$123K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
137KNew |
$6.01M - $6.23M
|
137K
$5.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
601New |
$26.5K - $27.4K
|
601
$25.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
53.4K+ 6.35% |
$2.35M - $2.44M
|
895K
$38.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.48K+ 12.15% |
$109K - $113K
|
22.9K
$985K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.31K- 51.91% |
$234K - $242K
|
4.92K
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
375New |
$16.5K - $17.1K
|
375
$16.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.76KNew |
$209K - $217K
|
4.76K
$205K
|
|