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 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
10.2K+ 75.23% |
$441K - $456K
|
23.8K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10K+ 3.02% |
$432K - $446K
|
341K
$14.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
9.97K+ 1.47% |
$431K - $445K
|
688K
$29.8M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
9.93K+ 46.68% |
$429K - $443K
|
31.2K
$1.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
9.21KNew |
$398K - $411K
|
9.21K
$399K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
8.95K+ 37.86% |
$387K - $399K
|
32.6K
$1.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
8.7K+ 2.99% |
$376K - $388K
|
300K
$13M
|
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
8.2K+ 6.34% |
$354K - $366K
|
137K
$5.95M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
8.15K+ 104.47% |
$353K - $364K
|
16K
$691K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
8.09K+ 36.92% |
$350K - $361K
|
30K
$1.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
8.05K+ 6.16% |
$348K - $359K
|
139K
$6.01M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
7.94K+ 14.79% |
$343K - $354K
|
61.6K
$2.67M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7.92K+ 24.28% |
$343K - $354K
|
40.6K
$1.76M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7.9KNew |
$342K - $353K
|
7.9K
$342K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.8K+ 9.13% |
$337K - $348K
|
93.3K
$4.04M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.39K+ 6.11% |
$319K - $330K
|
128K
$5.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.08K+ 5.16% |
$306K - $316K
|
144K
$6.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.93K+ 5.73% |
$300K - $309K
|
128K
$5.54M
|
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
6.87K+ 2.72% |
$297K - $307K
|
260K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.76K+ 10.38% |
$292K - $302K
|
71.8K
$3.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.72K+ 7.69% |
$291K - $300K
|
94.2K
$4.08M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
6.54KNew |
$283K - $292K
|
6.54K
$283K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.52K+ 9.56% |
$282K - $291K
|
74.8K
$3.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.4K+ 79.99% |
$277K - $286K
|
14.4K
$623K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.34KNew |
$274K - $283K
|
6.34K
$274K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.09KNew |
$263K - $272K
|
6.09K
$264K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
6.08KNew |
$263K - $271K
|
6.08K
$263K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.81KNew |
$251K - $260K
|
5.81K
$252K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.77KNew |
$250K - $258K
|
5.77K
$250K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.46K+ 4.11% |
$236K - $244K
|
138K
$5.99M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.41KNew |
$234K - $242K
|
5.41K
$234K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.37K+ 23.9% |
$232K - $240K
|
27.8K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.35K+ 14.71% |
$232K - $239K
|
41.7K
$1.81M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.23K+ 11.8% |
$226K - $234K
|
49.5K
$2.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.21KNew |
$226K - $233K
|
5.21K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.12K+ 3.75% |
$222K - $229K
|
142K
$6.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.94KNew |
$214K - $221K
|
4.94K
$214K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.89K+ 10.89% |
$211K - $218K
|
49.8K
$2.16M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.88K+ 35.35% |
$211K - $218K
|
18.7K
$808K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.82KNew |
$208K - $215K
|
4.82K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.74K+ 9.74% |
$205K - $212K
|
53.4K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
4.67K+ 12.82% |
$202K - $209K
|
41.1K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.64K+ 3.84% |
$201K - $207K
|
125K
$5.43M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.6KNew |
$199K - $205K
|
4.6K
$199K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.6KNew |
$199K - $205K
|
4.6K
$199K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.28K+ 38.63% |
$185K - $191K
|
15.4K
$665K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.21K+ 10.91% |
$182K - $188K
|
42.7K
$1.85M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.18K+ 2.77% |
$181K - $187K
|
155K
$6.72M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.79K+ 14.3% |
$164K - $169K
|
30.3K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
3.21K+ 17.58% |
$139K - $144K
|
21.5K
$930K
|