Latest Institutional Purchases of First Tr ETF Viii Tcw Opportun (FIXD)
This list provides information on the latest institutional transactions involving First Tr ETF Viii Tcw Opportun (FIXD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
173K+ 109.26% |
$7.69M - $7.79M
|
332K
$14.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
37.2K+ 10.02% |
$1.65M - $1.67M
|
408K
$18.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.1K+ 8.34% |
$446K - $452K
|
131K
$5.79M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6.27K+ 11.15% |
$278K - $282K
|
62.5K
$2.77M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
6.19KNew |
$275K - $278K
|
6.19K
$275K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.87K+ 21.36% |
$216K - $219K
|
27.6K
$1.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.35K+ 6.29% |
$104K - $106K
|
39.7K
$1.76M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.6K+ 2.0% |
$70.8K - $71.7K
|
81.3K
$3.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.49K+ 16.48% |
$66.2K - $67.1K
|
10.5K
$468K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
445+ 4.64% |
$19.7K - $20K
|
10K
$445K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
437+ 7.04% |
$19.4K - $19.6K
|
6.64K
$295K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
107+ 0.5% |
$4.75K - $4.81K
|
21.5K
$955K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
67+ 1.05% |
$2.97K - $3.01K
|
6.42K
$285K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
39+ 0.65% |
$1.73K - $1.75K
|
6.07K
$269K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2+ 0.03% |
$88.8 - $89.9
|
6.64K
$295K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.45M+ 270.47% |
$62.9M - $65M
|
1.99M
$88.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
551K+ 1939.97% |
$23.9M - $24.7M
|
579K
$25.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
469K+ 8.99% |
$20.3M - $21M
|
5.69M
$252M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
213K+ 29.15% |
$9.23M - $9.53M
|
943K
$41.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
175K+ 49.74% |
$7.57M - $7.83M
|
526K
$23.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
163K+ 1.92% |
$7.07M - $7.3M
|
8.65M
$384M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
109K+ 5.03% |
$4.72M - $4.87M
|
2.27M
$101M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
84.6K+ 19.41% |
$3.67M - $3.79M
|
521K
$23.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
60.5KNew |
$2.62M - $2.71M
|
60.5K
$2.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
54.2K+ 4.61% |
$2.35M - $2.43M
|
1.23M
$54.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.8K+ 0.84% |
$2.33M - $2.41M
|
6.46M
$287M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
49K+ 37.63% |
$2.12M - $2.2M
|
179K
$7.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.6K+ 5.04% |
$1.8M - $1.86M
|
866K
$38.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32.2K+ 47.89% |
$1.4M - $1.44M
|
99.6K
$4.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
29K+ 52.01% |
$1.26M - $1.3M
|
84.8K
$3.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.7K+ 6.68% |
$1.16M - $1.2M
|
426K
$18.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24.9K+ 20.49% |
$1.08M - $1.11M
|
146K
$6.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.2KNew |
$1.01M - $1.04M
|
23.2K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
21.9K+ 6.82% |
$950K - $981K
|
343K
$15.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.6K+ 33.9% |
$937K - $968K
|
85.4K
$3.79M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
21.1K+ 15.57% |
$914K - $945K
|
156K
$6.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
20.8K+ 9.64% |
$900K - $930K
|
236K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.8K+ 24.04% |
$859K - $888K
|
102K
$4.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
19.2K+ 1.52% |
$831K - $859K
|
1.28M
$56.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.1K+ 3.53% |
$828K - $856K
|
560K
$24.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
18.6KNew |
$806K - $833K
|
18.6K
$825K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
18.2K+ 22.14% |
$790K - $817K
|
101K
$4.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
18.2K+ 15.29% |
$789K - $815K
|
137K
$6.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
17.7K+ 2.98% |
$769K - $794K
|
612K
$27.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
14.8KNew |
$640K - $662K
|
14.8K
$655K
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
14.4KNew |
$624K - $645K
|
14.4K
$639K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.4K+ 5.9% |
$581K - $600K
|
240K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
13K+ 3.81% |
$562K - $580K
|
353K
$15.7M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.8K+ 2.68% |
$556K - $575K
|
492K
$21.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
11.7K+ 2.28% |
$508K - $525K
|
526K
$23.3M
|
|