Purchases and Sales Made in Q1 2023 in First Tr ETF Viii Tcw Opportun (FIXD)

FIXD Quotes by TradingView

This table provides information about the institutional ownership of First Tr ETF Viii Tcw Opportun (FIXD) during Q1 2023. 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
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
1.9M
+ 38.37%
$82.6M - $87M
6.83M $297M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
908K
+ 23.54%
$39.5M - $41.7M
4.76M $207M
Apr 28, 2023 Q1 2023
Allen Capital Group, LLC

BUY
 -
866K
New
$37.8M - $39.8M
866K $37.7M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
780K
+ 33.06%
$34M - $35.8M
3.14M $137M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
735K
+ 25.62%
$32M - $33.7M
3.6M $157M
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
710K
New
$30.9M - $32.6M
710K $30.9M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
702K
+ 38.07%
$30.6M - $32.2M
2.55M $111M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
592K
+ 620.39%
$25.8M - $27.2M
687K $29.9M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
513K
+ 46.34%
$22.4M - $23.5M
1.62M $70.4M
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
420K
New
$18.3M - $19.3M
420K $18.3M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
355K
+ 25.1%
$15.5M - $16.3M
1.77M $76.9M
May 15, 2023 Q1 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
343K
+ 68.85%
$14.9M - $15.7M
841K $36.6M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
321K
+ 78.28%
$14M - $14.8M
732K $31.8M
Apr 14, 2023 Q1 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
317K
New
$13.8M - $14.5M
317K $13.8M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
311K
+ 139.38%
$13.6M - $14.3M
535K $23.2M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
299K
+ 22.74%
$13M - $13.7M
1.61M $70.1M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
289K
+ 85.7%
$12.6M - $13.2M
625K $27.2M
May 03, 2023 Q1 2023
Signature Estate & Investment Advisors LLC

BUY
 -
261K
+ 5.03%
$11.4M - $12M
5.45M $237M
Jun 14, 2023 Q1 2023
Solano Wealth Management, Inc.

Fairfield, CA
BUY
 -
190K
New
$8.29M - $8.73M
190K $8.27M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
172K
+ 26.3%
$7.48M - $7.89M
825K $35.9M
Apr 21, 2023 Q1 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
166K
+ 45.92%
$7.25M - $7.64M
529K $23M
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

BUY
 -
157K
+ 18.17%
$6.84M - $7.21M
1.02M $44.4M
Apr 18, 2023 Q1 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
157K
+ 1281.52%
$6.82M - $7.19M
169K $7.34M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
149K
+ 48.02%
$6.5M - $6.85M
460K $20M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
147K
+ 38.41%
$6.39M - $6.73M
529K $23M
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
145K
+ 652.64%
$6.31M - $6.64M
167K $7.26M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
140K
New
$6.12M - $6.45M
140K $6.11M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
136K
+ 71.59%
$5.93M - $6.25M
326K $14.2M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
132K
+ 92.54%
$5.76M - $6.07M
275K $12M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
118K
+ 25.67%
$5.15M - $5.43M
579K $25.2M
Apr 20, 2023 Q1 2023
Lvz, Inc.

BUY
 -
106K
+ 9.5%
$4.63M - $4.88M
1.22M $53.2M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
101K
+ 102.97%
$4.39M - $4.63M
199K $8.64M
May 01, 2023 Q1 2023
Seascape Capital Management

Portsmouth, NH
BUY
 -
97.3K
+ 49.85%
$4.24M - $4.47M
292K $12.7M
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
87.1K
New
$3.79M - $4M
87.1K $3.79M
Apr 17, 2023 Q1 2023
Colton Groome Financial Advisors, LLC

BUY
 -
84.9K
New
$3.7M - $3.9M
84.9K $3.69M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
83.8K
+ 50.63%
$3.65M - $3.85M
249K $10.8M
May 10, 2023 Q1 2023
Gds Wealth Management

BUY
 -
74K
+ 9.19%
$3.22M - $3.39M
879K $38.2M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
73.6K
+ 1084.28%
$3.21M - $3.38M
80.4K $3.5M
May 15, 2023 Q1 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
73.5K
New
$3.2M - $3.37M
73.5K $3.2M
May 02, 2023 Q1 2023
Black Diamond Wealth Management Inc.

BUY
 -
72.7K
New
$3.17M - $3.34M
72.7K $3.16M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
67K
+ 11.66%
$2.92M - $3.08M
642K $27.9M
May 02, 2023 Q1 2023
Flynn Zito Capital Management, LLC

BUY
 -
66.7K
+ 38.81%
$2.91M - $3.06M
239K $10.4M
Apr 11, 2023 Q1 2023
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
BUY
 -
66.4K
New
$2.89M - $3.05M
66.4K $2.89M
May 09, 2023 Q1 2023
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
62.7K
New
$2.73M - $2.88M
62.7K $2.73M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
62.1K
+ 8.54%
$2.7M - $2.85M
789K $34.3M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
60.1K
+ 15.3%
$2.62M - $2.76M
453K $19.7M
Apr 17, 2023 Q1 2023
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
59.7K
New
$2.6M - $2.74M
59.7K $2.59M
May 08, 2023 Q1 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
49.9K
New
$2.17M - $2.29M
49.9K $2.17M
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
46.3K
+ 24.08%
$2.02M - $2.13M
239K $10.4M

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