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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
100New |
$4.21K - $4.51K
|
100
$4.29K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
62New |
$2.61K - $2.8K
|
62
$2.66K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12New |
$505 - $541
|
12
$515
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
112K+ 396.93% |
$4.85M - $5.36M
|
141K
$6.03M
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
15.8K+ 46.66% |
$685K - $756K
|
49.8K
$2.14M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
8.67KNew |
$375K - $414K
|
8.67K
$372K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
934New |
$40.4K - $44.6K
|
934
$40K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
603New |
$26.1K - $28.8K
|
603
$25.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
418New |
$18.1K - $19.9K
|
418
$17.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$1.73K - $1.91K
|
40
$1.72K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
34.5KNew |
$1.56M - $1.71M
|
34.5K
$1.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
11.9KNew |
$537K - $588K
|
11.9K
$509K
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.89KNew |
$221K - $242K
|
4.89K
$210K
|
|
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.54KNew |
$205K - $225K
|
4.54K
$195K
|
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.64K+ 6.25% |
$165K - $180K
|
61.9K
$2.65M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.13KNew |
$96.2K - $105K
|
2.13K
$91.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
1.84KNew |
$83.3K - $91.2K
|
1.84K
$79K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.69KNew |
$76.6K - $83.8K
|
1.69K
$72.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
700New |
$31.7K - $34.7K
|
700
$30K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
280New |
$12.7K - $13.9K
|
280
$12K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
147New |
$6.65K - $7.28K
|
147
$6.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
53+ 0.6% |
$2.4K - $2.62K
|
8.85K
$380K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1.19KNew |
$58.7K - $63.1K
|
1.19K
$51.2K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
187New |
$9.2K - $9.89K
|
187
$8.02K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
100New |
$4.92K - $5.29K
|
100
$4.29K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
921New |
$48.8K - $49.5K
|
921
$39.5K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6KNew |
$321K - $326K
|
6K
$257K
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
121KNew |
$6.41M - $6.51M
|
121K
$5.19M
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
173New |
$9.16K - $9.29K
|
173
$7.42K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
151KNew |
$8.25M - $8.35M
|
151K
$6.47M
|
|
|
Feb 16, 2021
Q4 2020
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
168New |
$9.18K - $9.3K
|
168
$7.2K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
300+ 7.14% |
$16.5K - $16.7K
|
4.5K
$193K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
204K+ 2763.97% |
$10.8M - $11.2M
|
211K
$9.05M
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
10.3KNew |
$504K - $513K
|
10.3K
$443K
|
|
| Q4 2017 | |||||||
|
Mar 11, 2024
Q4 2017
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
6.67KNew |
$337K - $340K
|
6.67K
$286K
|
|