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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
803+ 2.6% |
$34.8K - $36K
|
31.7K
$1.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
802+ 5.37% |
$34.8K - $35.9K
|
15.7K
$698K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
798+ 1.52% |
$34.6K - $35.8K
|
53.4K
$2.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
768+ 2.64% |
$33.3K - $34.4K
|
29.8K
$1.32M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
732+ 2.07% |
$31.7K - $32.8K
|
36.1K
$1.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
671+ 1.45% |
$29.1K - $30.1K
|
46.9K
$2.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
499+ 309.94% |
$21.6K - $22.4K
|
660
$29.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
496+ 4.58% |
$21.5K - $22.2K
|
11.3K
$503K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
463+ 0.63% |
$20.1K - $20.7K
|
74.1K
$3.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
455+ 8.7% |
$19.7K - $20.4K
|
5.69K
$252K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
444+ 5.1% |
$19.3K - $19.9K
|
9.15K
$406K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
436+ 0.8% |
$18.9K - $19.5K
|
54.8K
$2.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
408New |
$17.7K - $18.3K
|
408
$18.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
384+ 4.38% |
$16.7K - $17.2K
|
9.14K
$406K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
341+ 1.7% |
$14.8K - $15.3K
|
20.4K
$905K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
323+ 5.36% |
$14K - $14.5K
|
6.35K
$282K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
319+ 4.4% |
$13.8K - $14.3K
|
7.58K
$336K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
225New |
$9.76K - $10.1K
|
225
$9.99K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
190New |
$8.24K - $8.51K
|
190
$8.43K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
161New |
$6.98K - $7.21K
|
161
$7.15K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
151New |
$6.55K - $6.76K
|
151
$6.7K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
146+ 1.95% |
$6.33K - $6.54K
|
7.62K
$338K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
139New |
$6.03K - $6.23K
|
139
$6.17K
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
131+ 1.0% |
$5.68K - $5.87K
|
13.3K
$590K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
127New |
$5.51K - $5.69K
|
127
$5.64K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
106+ 0.19% |
$4.6K - $4.75K
|
54.5K
$2.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
64+ 0.69% |
$2.78K - $2.87K
|
9.28K
$412K
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
63+ 0.3% |
$2.73K - $2.82K
|
20.8K
$923K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
50+ 1.13% |
$2.17K - $2.24K
|
4.48K
$199K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
50New |
$2.17K - $2.24K
|
50
$2.22K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
46+ 0.02% |
$1.99K - $2.06K
|
195K
$8.66M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
34+ 0.24% |
$1.47K - $1.52K
|
14.1K
$624K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
34+ 0.15% |
$1.47K - $1.52K
|
22.7K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
30+ 0.31% |
$1.3K - $1.34K
|
9.56K
$424K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19+ 1.13% |
$824 - $851
|
1.69K
$75.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
18+ 0.1% |
$780 - $806
|
18K
$798K
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
14+ 0.15% |
$607 - $627
|
9.56K
$424K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 9.67% |
$4.53M - $4.7M
|
1.2M
$53.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
76.8KNew |
$3.28M - $3.4M
|
76.8K
$3.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
30.6K+ 28.9% |
$1.31M - $1.35M
|
136K
$6.05M
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
12.4K+ 5.42% |
$531K - $550K
|
242K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8.1K+ 115.53% |
$346K - $358K
|
15.1K
$670K
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
6.36KNew |
$272K - $281K
|
6.36K
$282K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
4.75KNew |
$203K - $210K
|
4.75K
$211K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.69K+ 5.31% |
$200K - $207K
|
92.9K
$4.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
4.64KNew |
$198K - $205K
|
4.64K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.07K+ 5.26% |
$174K - $180K
|
81.5K
$3.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.9K+ 76.87% |
$167K - $173K
|
8.98K
$398K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.14KNew |
$134K - $139K
|
3.14K
$139K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.1K+ 3.26% |
$47K - $48.7K
|
34.8K
$1.54M
|
|