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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
43.4K+ 26.84% |
$1.88M - $1.94M
|
205K
$8.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
41.6K+ 43.71% |
$1.8M - $1.86M
|
137K
$5.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
40.3K+ 30.31% |
$1.74M - $1.8M
|
173K
$7.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.2K+ 4.56% |
$1.65M - $1.71M
|
876K
$37.9M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35.6K+ 41.19% |
$1.54M - $1.59M
|
122K
$5.27M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
35.2K+ 62.95% |
$1.52M - $1.57M
|
91.2K
$3.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
34.4K+ 4.94% |
$1.49M - $1.53M
|
730K
$31.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
31.5KNew |
$1.36M - $1.41M
|
31.5K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
29.2KNew |
$1.26M - $1.3M
|
29.2K
$1.26M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
28.7K+ 6.74% |
$1.24M - $1.28M
|
454K
$19.6M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
27.1KNew |
$1.17M - $1.21M
|
27.1K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.9KNew |
$1.16M - $1.2M
|
26.9K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
26.8K+ 15.17% |
$1.16M - $1.2M
|
203K
$8.8M
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
26.7K+ 7.3% |
$1.16M - $1.19M
|
393K
$17M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.3K+ 3.1% |
$1.14M - $1.18M
|
875K
$37.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
25.3K+ 23.98% |
$1.09M - $1.13M
|
131K
$5.66M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
21.5K+ 29.24% |
$932K - $962K
|
95.2K
$4.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
20.4K+ 11.32% |
$884K - $912K
|
201K
$8.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
19.7K+ 5.42% |
$852K - $879K
|
383K
$16.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
19.3K+ 33.28% |
$833K - $860K
|
77.1K
$3.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
19.2K+ 4.88% |
$831K - $858K
|
413K
$17.9M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.5K+ 0.16% |
$801K - $827K
|
11.4M
$494M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
18.5K+ 147.41% |
$799K - $825K
|
31K
$1.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
18.4K+ 21.86% |
$797K - $822K
|
103K
$4.44M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.3K+ 17.77% |
$794K - $819K
|
122K
$5.26M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
17.6K+ 134.21% |
$763K - $787K
|
30.8K
$1.33M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
17.1K+ 4.62% |
$739K - $763K
|
387K
$16.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15.9KNew |
$689K - $712K
|
15.9K
$689K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.5K+ 4.34% |
$669K - $691K
|
372K
$16.1M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15K+ 97.73% |
$649K - $670K
|
30.4K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
14.4K+ 12.78% |
$622K - $642K
|
127K
$5.49M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14K+ 43.17% |
$606K - $626K
|
46.5K
$2.01M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
13.9KNew |
$603K - $623K
|
13.9K
$603K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.8K+ 11.99% |
$597K - $616K
|
129K
$5.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.6K+ 300.91% |
$589K - $608K
|
18.2K
$785K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.2K+ 1.57% |
$570K - $589K
|
852K
$36.9M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
13K+ 11.12% |
$560K - $578K
|
129K
$5.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12.9K+ 70.03% |
$557K - $575K
|
31.3K
$1.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
12.8K+ 9.37% |
$555K - $573K
|
150K
$6.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
12.7KNew |
$549K - $567K
|
12.7K
$549K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
12.6KNew |
$546K - $563K
|
12.6K
$546K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
12.6K+ 4.19% |
$546K - $563K
|
314K
$13.6M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
12.6K+ 7.37% |
$544K - $562K
|
183K
$7.93M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.9K+ 43.21% |
$515K - $532K
|
39.5K
$1.71M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
11.2K+ 23.08% |
$484K - $499K
|
59.6K
$2.58M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
11.1K+ 16.2% |
$482K - $497K
|
79.9K
$3.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
10.8K+ 34.56% |
$466K - $481K
|
42K
$1.82M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
10.7KNew |
$464K - $479K
|
10.7K
$464K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.6K+ 2.06% |
$457K - $472K
|
523K
$22.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.5K+ 10.45% |
$453K - $467K
|
111K
$4.78M
|