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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.9K+ 28.98% |
$811K - $866K
|
84.2K
$3.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
18.3K+ 4.81% |
$783K - $836K
|
399K
$17.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.1K+ 70.08% |
$777K - $829K
|
44K
$1.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.2K+ 229.34% |
$736K - $785K
|
24.6K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
17K+ 48.77% |
$728K - $777K
|
51.8K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.7K+ 32.29% |
$716K - $764K
|
68.4K
$2.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
15.9K+ 3.32% |
$680K - $726K
|
494K
$21.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
15.8K+ 8.29% |
$677K - $722K
|
206K
$8.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.4K+ 9.78% |
$661K - $706K
|
173K
$7.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
15.1K+ 276.0% |
$648K - $692K
|
20.6K
$884K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
14.5KNew |
$623K - $665K
|
14.5K
$624K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.5K+ 3.81% |
$620K - $662K
|
394K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.2K+ 14.29% |
$610K - $651K
|
114K
$4.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
14.2K+ 24.51% |
$608K - $648K
|
72K
$3.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
13.3K+ 13.28% |
$569K - $607K
|
113K
$4.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
11.7K+ 2.43% |
$502K - $535K
|
493K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.6K+ 21.61% |
$497K - $531K
|
65.3K
$2.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.6K+ 20.1% |
$496K - $530K
|
69.2K
$2.97M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.6K+ 9.43% |
$456K - $487K
|
123K
$5.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
10.3K+ 7.32% |
$443K - $473K
|
152K
$6.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.81K+ 80.59% |
$378K - $403K
|
19.7K
$846K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
8.73K+ 9.09% |
$374K - $399K
|
105K
$4.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8.62K+ 6.57% |
$370K - $395K
|
140K
$6M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.62K+ 6.43% |
$370K - $395K
|
143K
$6.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.52K+ 12.0% |
$365K - $390K
|
79.5K
$3.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8.38K+ 2.69% |
$359K - $383K
|
319K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
8.3K+ 17.97% |
$356K - $380K
|
54.5K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.96KNew |
$341K - $364K
|
7.96K
$341K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7.85KNew |
$337K - $359K
|
7.85K
$337K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
7.83K+ 30.91% |
$336K - $358K
|
33.2K
$1.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.1K+ 14.96% |
$304K - $325K
|
54.6K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.7KNew |
$287K - $307K
|
6.7K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
6.09KNew |
$261K - $279K
|
6.09K
$261K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.99K+ 2.43% |
$257K - $274K
|
252K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.95K+ 5.2% |
$255K - $272K
|
120K
$5.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.87K+ 8.23% |
$252K - $269K
|
77.2K
$3.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.67KNew |
$243K - $259K
|
5.67K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
5.55KNew |
$238K - $254K
|
5.55K
$238K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.3K+ 94.02% |
$227K - $242K
|
10.9K
$469K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.18K+ 3.27% |
$222K - $237K
|
164K
$7.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.18KNew |
$222K - $237K
|
5.18K
$222K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.05KNew |
$216K - $231K
|
5.05K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.97K+ 3.31% |
$213K - $227K
|
155K
$6.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.84K+ 30.03% |
$207K - $221K
|
20.9K
$898K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.74KNew |
$203K - $217K
|
4.74K
$203K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.62K+ 31.88% |
$198K - $211K
|
19.1K
$819K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
4.57K+ 7.59% |
$196K - $209K
|
64.8K
$2.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
4.38K+ 13.25% |
$188K - $200K
|
37.5K
$1.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.22K+ 3.38% |
$181K - $193K
|
129K
$5.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.19K+ 7.98% |
$180K - $192K
|
56.8K
$2.43M
|