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 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.15K+ 1.37% |
$178K - $190K
|
306K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.05K+ 7.93% |
$173K - $185K
|
55.1K
$2.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.66K+ 11.88% |
$157K - $168K
|
34.5K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.39K+ 8.97% |
$145K - $155K
|
41.2K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.37K+ 1.65% |
$144K - $154K
|
208K
$8.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.36K+ 63.58% |
$144K - $154K
|
8.63K
$370K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.31K+ 1.16% |
$142K - $152K
|
288K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3.17K+ 20.8% |
$136K - $145K
|
18.4K
$791K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.12K+ 1.0% |
$134K - $143K
|
314K
$13.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.07K+ 20.34% |
$132K - $141K
|
18.2K
$779K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.07K+ 9.18% |
$131K - $140K
|
36.5K
$1.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.88K+ 36.97% |
$123K - $132K
|
10.7K
$457K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.84K+ 5.76% |
$122K - $130K
|
52.1K
$2.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.79K+ 7.88% |
$119K - $128K
|
38.2K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.73K+ 7.46% |
$117K - $125K
|
39.4K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.72K+ 8.73% |
$117K - $124K
|
33.8K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.67K+ 3.41% |
$114K - $122K
|
80.8K
$3.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.54K+ 33.75% |
$109K - $116K
|
10.1K
$432K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.52K+ 51.26% |
$108K - $115K
|
7.44K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.43K+ 5.48% |
$104K - $111K
|
46.8K
$2.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.43K+ 8.54% |
$104K - $111K
|
30.9K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.37K+ 16.2% |
$102K - $108K
|
17K
$728K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.36K+ 3.55% |
$101K - $108K
|
68.9K
$2.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.29K+ 1.09% |
$98.2K - $105K
|
212K
$9.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.1K+ 1.19% |
$89.9K - $96K
|
178K
$7.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.09K+ 1.57% |
$89.6K - $95.6K
|
135K
$5.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.08K+ 9.4% |
$89.2K - $95.2K
|
24.2K
$1.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.08K+ 4.08% |
$89K - $95K
|
52.9K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.03K+ 3.05% |
$87K - $92.8K
|
68.5K
$2.94M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.69K+ 6.05% |
$72.5K - $77.4K
|
29.6K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.68K+ 12.15% |
$72.2K - $77.1K
|
15.5K
$666K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.58K+ 3.23% |
$67.9K - $72.5K
|
50.6K
$2.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.58K+ 0.82% |
$67.6K - $72.2K
|
193K
$8.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.57K+ 9.77% |
$67.4K - $71.9K
|
17.7K
$757K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.57K+ 13.91% |
$67.3K - $71.9K
|
12.9K
$552K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.5KNew |
$64.3K - $68.6K
|
1.5K
$64.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
1.45K+ 1.03% |
$62.2K - $66.4K
|
142K
$6.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.44K+ 0.76% |
$61.9K - $66K
|
191K
$8.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.38K+ 22.15% |
$59.3K - $63.3K
|
7.63K
$327K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.32K+ 1.62% |
$56.4K - $60.2K
|
82.4K
$3.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.28K+ 25.48% |
$54.7K - $58.4K
|
6.29K
$270K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.25K+ 6.27% |
$53.4K - $57K
|
21.1K
$905K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.24K+ 19.3% |
$53.3K - $56.9K
|
7.69K
$330K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.21K+ 1177.67% |
$52K - $55.5K
|
1.32K
$56.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.12K+ 2.53% |
$47.9K - $51.1K
|
45.3K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
930+ 11.74% |
$39.9K - $42.6K
|
8.85K
$380K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
878+ 7.65% |
$37.6K - $40.2K
|
12.3K
$529K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
825+ 1.27% |
$35.4K - $37.8K
|
65.8K
$2.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
783+ 12.55% |
$33.6K - $35.8K
|
7.02K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
753+ 11.0% |
$32.3K - $34.5K
|
7.6K
$326K
|