Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-7.49M- 96.21% |
$321M - $340M
|
295K
$12.8M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.15M- 17.33% |
$92.3M - $97.8M
|
10.3M
$445M
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.27M- 99.15% |
$54.5M - $57.8M
|
10.9K
$472K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-981K- 10.4% |
$42M - $44.5M
|
8.45M
$366M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-734K- 10.42% |
$31.5M - $33.3M
|
6.31M
$274M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-661K- 20.41% |
$28.3M - $30M
|
2.58M
$112M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-622K- 15.86% |
$26.6M - $28.2M
|
3.3M
$143M
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-458K- 94.57% |
$19.6M - $20.8M
|
26.3K
$1.14M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-415K- 92.97% |
$17.8M - $18.8M
|
31.4K
$1.36M
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-351K- 89.27% |
$15.1M - $15.9M
|
42.3K
$1.83M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-340K- 22.11% |
$14.6M - $15.5M
|
1.2M
$52M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-231K- 18.81% |
$9.9M - $10.5M
|
997K
$43.2M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200K- 39.98% |
$8.55M - $9.06M
|
300K
$13M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-174K- 28.86% |
$7.44M - $7.88M
|
428K
$18.5M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-173K- 55.86% |
$7.41M - $7.85M
|
137K
$5.92M
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-162K- 48.64% |
$6.92M - $7.33M
|
171K
$7.39M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-147K- 96.09% |
$6.28M - $6.65M
|
5.97K
$259K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-146K- 69.47% |
$6.24M - $6.61M
|
64K
$2.77M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-143K- 22.57% |
$6.13M - $6.5M
|
491K
$21.3M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-118K- 39.74% |
$5.07M - $5.37M
|
179K
$7.77M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-113K- 33.0% |
$4.86M - $5.14M
|
230K
$9.97M
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-113K- 44.73% |
$4.83M - $5.11M
|
139K
$6.03M
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-112K- 58.24% |
$4.8M - $5.09M
|
80.4K
$3.48M
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-83.1K- 27.13% |
$3.56M - $3.77M
|
223K
$9.67M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-79.5K- 38.55% |
$3.4M - $3.61M
|
127K
$5.49M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-78.7K- 47.15% |
$3.37M - $3.57M
|
88.2K
$3.82M
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-77.4K- 40.51% |
$3.32M - $3.51M
|
114K
$4.92M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-74.2K- 43.97% |
$3.18M - $3.37M
|
94.6K
$4.1M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-73.2K- 10.81% |
$3.14M - $3.32M
|
604K
$26.2M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-72.4K- 27.87% |
$3.1M - $3.29M
|
187K
$8.12M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-71.2K- 13.65% |
$3.05M - $3.23M
|
450K
$19.5M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-69.3K- 85.74% |
$2.97M - $3.14M
|
11.5K
$499K
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-64K- 19.98% |
$2.74M - $2.9M
|
256K
$11.1M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-63.9K- 40.43% |
$2.74M - $2.9M
|
94.1K
$4.08M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-63.4K- 22.0% |
$2.71M - $2.88M
|
225K
$9.73M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-63.2K- 44.26% |
$2.71M - $2.87M
|
79.6K
$3.45M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-63.2K- 45.13% |
$2.71M - $2.87M
|
76.8K
$3.33M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-59.7K- 86.25% |
$2.56M - $2.71M
|
9.51K
$412K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-58.7K- 85.92% |
$2.52M - $2.67M
|
9.62K
$417K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-57K- 90.23% |
$2.44M - $2.59M
|
6.17K
$267K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-55K- 30.97% |
$2.36M - $2.5M
|
123K
$5.31M
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-52.5K- 37.01% |
$2.25M - $2.38M
|
89.3K
$3.87M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-50.9K- 12.03% |
$2.18M - $2.31M
|
373K
$16.1M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-40.1K- 7.44% |
$1.72M - $1.82M
|
499K
$21.6M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.3K- 3.96% |
$1.51M - $1.6M
|
856K
$37.1M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.8K- 3.63% |
$1.32M - $1.4M
|
819K
$35.5M
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-30.8K- 12.87% |
$1.32M - $1.4M
|
209K
$9.04M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28.8K- 99.9% |
$1.24M - $1.31M
|
28
$1.21K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-28.3K- 39.39% |
$1.21M - $1.29M
|
43.6K
$1.89M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.6K- 2.15% |
$1.1M - $1.16M
|
1.17M
$50.5M
|