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 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
747+ 13.2% |
$32K - $34.2K
|
6.41K
$275K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
725+ 4.24% |
$31.1K - $33.2K
|
17.8K
$765K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
669+ 1.2% |
$28.7K - $30.6K
|
56.3K
$2.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
667+ 8.62% |
$28.6K - $30.5K
|
8.41K
$361K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
621+ 8.21% |
$26.6K - $28.4K
|
8.18K
$351K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
591New |
$25.3K - $27K
|
591
$25.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
582+ 3.73% |
$25K - $26.6K
|
16.2K
$694K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
507+ 2.23% |
$21.7K - $23.2K
|
23.2K
$996K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
500+ 6.13% |
$21.4K - $22.9K
|
8.66K
$371K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
490+ 6.94% |
$21K - $22.4K
|
7.55K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
485+ 1.14% |
$20.8K - $22.2K
|
43.1K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
454+ 1.6% |
$19.5K - $20.8K
|
28.9K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
447+ 3.19% |
$19.2K - $20.5K
|
14.5K
$620K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
400+ 1.03% |
$17.1K - $18.3K
|
39.1K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
318+ 6.13% |
$13.6K - $14.6K
|
5.5K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
314+ 0.42% |
$13.5K - $14.4K
|
75.7K
$3.24M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
282+ 1.29% |
$12.1K - $12.9K
|
22.1K
$948K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
222New |
$9.52K - $10.2K
|
222
$9.52K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
216+ 1.73% |
$9.26K - $9.88K
|
12.7K
$546K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
215New |
$9.22K - $9.84K
|
215
$9.22K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
136New |
$5.83K - $6.22K
|
136
$5.83K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
75New |
$3.22K - $3.43K
|
75
$3.22K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
74+ 1.41% |
$3.17K - $3.39K
|
5.33K
$229K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
61+ 2.81% |
$2.62K - $2.79K
|
2.23K
$95.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
44+ 0.91% |
$1.89K - $2.01K
|
4.9K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
37+ 0.55% |
$1.59K - $1.69K
|
6.71K
$288K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
36New |
$1.54K - $1.65K
|
36
$1.54K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
26New |
$1.11K - $1.19K
|
26
$1.11K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
7New |
$300 - $320
|
7
$300
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7New |
$300 - $320
|
7
$300
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 0.99% |
$171 - $183
|
409
$17.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.64% |
$85.7 - $91.5
|
316
$13.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.12% |
$85.7 - $91.5
|
181
$7.76K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
482KNew |
$20.2M - $21M
|
482K
$20.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.2KNew |
$1.23M - $1.27M
|
29.2K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
25.7K+ 14.78% |
$1.08M - $1.12M
|
199K
$8.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
15.5KNew |
$650K - $675K
|
15.5K
$664K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.4K+ 10.25% |
$563K - $584K
|
144K
$6.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12K+ 11.17% |
$503K - $522K
|
119K
$5.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
10.4KNew |
$437K - $454K
|
10.4K
$446K
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
9.03K+ 3.48% |
$379K - $394K
|
269K
$11.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
7.46K+ 3863.21% |
$313K - $325K
|
7.65K
$328K
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
6.84KNew |
$287K - $298K
|
6.84K
$293K
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
5.95KNew |
$250K - $260K
|
5.95K
$255K
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
5.57KNew |
$234K - $243K
|
5.57K
$239K
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.87K+ 0.92% |
$78.6K - $81.6K
|
204K
$8.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.15K+ 5.41% |
$48.4K - $50.2K
|
22.5K
$963K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
741New |
$31.1K - $32.3K
|
741
$31.8K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
552+ 11.29% |
$23.2K - $24.1K
|
5.44K
$233K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
425+ 6.99% |
$17.9K - $18.5K
|
6.51K
$279K
|
|