Purchases and Sales Made in Q4 2025 in First Tr ETF Viii Tcw Opportun (FIXD)
This table provides information about the institutional ownership of First Tr ETF Viii Tcw Opportun (FIXD) during Q4 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII TCW OPPORTUN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
173K+ 109.26% |
$7.69M - $7.79M
|
332K
$14.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
37.2K+ 10.02% |
$1.65M - $1.67M
|
408K
$18.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.1K+ 8.34% |
$446K - $452K
|
131K
$5.79M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6.27K+ 11.15% |
$278K - $282K
|
62.5K
$2.77M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
6.19KNew |
$275K - $278K
|
6.19K
$275K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
5.84K+ 4.48% |
$259K - $263K
|
136K
$6.04M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.87K+ 21.36% |
$216K - $219K
|
27.6K
$1.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
3.17K+ 2.31% |
$141K - $142K
|
140K
$6.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.35K+ 6.29% |
$104K - $106K
|
39.7K
$1.76M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.6K+ 2.0% |
$70.8K - $71.7K
|
81.3K
$3.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.49K+ 16.48% |
$66.2K - $67.1K
|
10.5K
$468K
|
|
|
Jan 15, 2026
Q4 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.22K+ 0.38% |
$54.1K - $54.8K
|
321K
$14.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
445+ 4.64% |
$19.7K - $20K
|
10K
$445K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
437+ 7.04% |
$19.4K - $19.6K
|
6.64K
$295K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
107+ 0.5% |
$4.75K - $4.81K
|
21.5K
$955K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
67+ 1.05% |
$2.97K - $3.01K
|
6.42K
$285K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
39+ 0.65% |
$1.73K - $1.75K
|
6.07K
$269K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2+ 0.03% |
$88.8 - $89.9
|
6.64K
$295K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-10- 0.08% |
$444 - $450
|
12.9K
$573K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-325- 3.82% |
$14.4K - $14.6K
|
8.17K
$363K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-640- 3.57% |
$28.4K - $28.8K
|
17.3K
$768K
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-659- 6.89% |
$29.2K - $29.6K
|
8.9K
$395K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.09K- 11.73% |
$48.3K - $48.9K
|
8.19K
$363K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.09K- 3.68% |
$48.5K - $49.1K
|
28.6K
$1.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-1.25K- 5.58% |
$55.3K - $56.1K
|
21.1K
$937K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-5.5K- 32.21% |
$244K - $247K
|
11.6K
$513K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-6.09K- 10.89% |
$270K - $274K
|
49.8K
$2.21M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-7.45K- 23.11% |
$331K - $335K
|
24.8K
$1.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.3K- 9.05% |
$501K - $508K
|
113K
$5.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-12.1K- 55.33% |
$535K - $542K
|
9.73K
$432K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-15.1K- 28.93% |
$669K - $678K
|
37K
$1.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-42.6K- 40.68% |
$1.89M - $1.91M
|
62.1K
$2.75M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-44.4K- 84.98% |
$1.97M - $1.99M
|
7.84K
$348K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-142K- 93.41% |
$6.31M - $6.4M
|
10K
$445K
|
|