Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.04M+ 21.72% |
$88.2M - $91.1M
|
11.4M
$497M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.04M+ 21.72% |
$88.2M - $91.1M
|
11.4M
$497M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.25MNew |
$53.9M - $55.6M
|
1.25M
$54.1M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.13M+ 376.07% |
$48.8M - $50.4M
|
1.43M
$62.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.09M+ 212.92% |
$47.3M - $48.8M
|
1.61M
$69.8M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.01M+ 12.32% |
$43.5M - $44.9M
|
9.17M
$399M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
988K+ 15.76% |
$42.7M - $44.1M
|
7.26M
$316M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
857KNew |
$37.1M - $38.3M
|
857K
$37.3M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
734K+ 12.16% |
$31.7M - $32.8M
|
6.77M
$294M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
444KNew |
$19.2M - $19.8M
|
444K
$19.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
316K+ 104.18% |
$13.7M - $14.1M
|
619K
$26.9M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
249K+ 23.94% |
$10.8M - $11.1M
|
1.29M
$56.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
234K+ 29.32% |
$10.1M - $10.4M
|
1.03M
$44.8M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
224K+ 200.49% |
$9.7M - $10M
|
336K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
221K+ 214.34% |
$9.57M - $9.88M
|
324K
$14.1M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
203K+ 325.43% |
$8.8M - $9.08M
|
266K
$11.6M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
200K+ 57.61% |
$8.63M - $8.91M
|
546K
$23.7M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
174KNew |
$7.54M - $7.79M
|
174K
$7.58M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
168K+ 17.28% |
$7.27M - $7.51M
|
1.14M
$49.6M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
164K+ 88.1% |
$7.09M - $7.32M
|
350K
$15.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
140K+ 124.07% |
$6.07M - $6.27M
|
254K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
132K+ 14.75% |
$5.72M - $5.91M
|
1.03M
$44.7M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
131KNew |
$5.67M - $5.85M
|
131K
$5.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
125K+ 172.88% |
$5.41M - $5.58M
|
197K
$8.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
121K+ 14.66% |
$5.23M - $5.4M
|
945K
$41.1M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
111K+ 80.21% |
$4.8M - $4.95M
|
249K
$10.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
107K+ 5.44% |
$4.63M - $4.78M
|
2.07M
$90.2M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
101K+ 45.05% |
$4.36M - $4.5M
|
324K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
96KNew |
$4.15M - $4.29M
|
96K
$4.17M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
91.1K+ 20.77% |
$3.94M - $4.07M
|
530K
$23M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
88.4K+ 59.85% |
$3.82M - $3.95M
|
236K
$10.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
87.7K+ 24.16% |
$3.79M - $3.92M
|
451K
$19.6M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
83.9K+ 93.4% |
$3.63M - $3.75M
|
174K
$7.56M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
82.4K+ 6.99% |
$3.56M - $3.68M
|
1.26M
$54.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
80.7K+ 7.51% |
$3.49M - $3.6M
|
1.15M
$50.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
77K+ 18.25% |
$3.33M - $3.44M
|
499K
$21.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
76.9K+ 2.42% |
$3.32M - $3.43M
|
3.25M
$141M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
74.4K+ 45.62% |
$3.22M - $3.32M
|
238K
$10.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
73.4K+ 32.12% |
$3.18M - $3.28M
|
302K
$13.1M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
67.1K+ 21.12% |
$2.9M - $3M
|
385K
$16.7M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
66.7K+ 6024.21% |
$2.88M - $2.98M
|
67.8K
$2.95M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
63.9K+ 55.95% |
$2.76M - $2.85M
|
178K
$7.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
63.8K+ 33.28% |
$2.76M - $2.85M
|
255K
$11.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
63.3K+ 943.07% |
$2.74M - $2.83M
|
70K
$3.04M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
58.3K+ 11.23% |
$2.52M - $2.6M
|
577K
$25.1M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
57.3K+ 28.96% |
$2.48M - $2.56M
|
255K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
55.9K+ 16.96% |
$2.42M - $2.5M
|
386K
$16.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
54.4K+ 38.39% |
$2.35M - $2.43M
|
196K
$8.53M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
50.2K+ 244.04% |
$2.17M - $2.24M
|
70.8K
$3.08M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
46.8K+ 11.55% |
$2.02M - $2.09M
|
452K
$19.7M
|