Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
71+ 0.27% |
$3.21K - $3.52K
|
25.9K
$1.11M
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
56+ 0.67% |
$2.53K - $2.77K
|
8.47K
$364K
|
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
53+ 0.6% |
$2.4K - $2.62K
|
8.85K
$380K
|
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
26+ 0.42% |
$1.18K - $1.29K
|
6.27K
$269K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 0.58% |
$995 - $1.09K
|
3.79K
$163K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19+ 0.29% |
$860 - $941
|
6.52K
$280K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
19+ 135.71% |
$860 - $941
|
33
$1.42K
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14+ 4.49% |
$633 - $693
|
326
$14K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8+ 0.53% |
$362 - $396
|
1.51K
$65K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.83% |
$136 - $149
|
365
$15.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.52% |
$90.5 - $99
|
389
$16.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.0% |
$45.2 - $49.5
|
59.4K
$2.55M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-9- 2.71% |
$407 - $446
|
323
$13.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-10- 0.31% |
$452 - $495
|
3.2K
$137K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-22Closed |
$995 - $1.09K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-27Closed |
$1.22K - $1.34K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-30- 0.18% |
$1.36K - $1.49K
|
16.3K
$701K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-36Closed |
$1.63K - $1.78K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-47- 0.05% |
$2.13K - $2.33K
|
92K
$3.95M
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-50- 16.67% |
$2.26K - $2.48K
|
250
$10.7K
|
|
|
Jul 11, 2022
Q2 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-71- 1.43% |
$3.21K - $3.52K
|
4.88K
$210K
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
SELL
|
- |
-87- 0.82% |
$3.94K - $4.31K
|
10.5K
$452K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-99- 25.78% |
$4.48K - $4.9K
|
285
$12.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-100- 1.86% |
$4.52K - $4.95K
|
5.28K
$227K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-114Closed |
$5.16K - $5.65K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-118- 4.32% |
$5.34K - $5.84K
|
2.62K
$112K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-151- 5.04% |
$6.83K - $7.48K
|
2.85K
$122K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-160Closed |
$7.24K - $7.92K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-167Closed |
$7.56K - $8.27K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-169- 2.59% |
$7.65K - $8.37K
|
6.35K
$273K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-182Closed |
$8.23K - $9.01K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-192- 6.33% |
$8.69K - $9.51K
|
2.84K
$122K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-193- 0.43% |
$8.73K - $9.56K
|
44.6K
$1.92M
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-200Closed |
$9.05K - $9.9K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-207- 0.96% |
$9.36K - $10.3K
|
21.4K
$918K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-224- 0.53% |
$10.1K - $11.1K
|
42K
$1.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-275- 5.59% |
$12.4K - $13.6K
|
4.65K
$200K
|
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-281- 2.48% |
$12.7K - $13.9K
|
11.1K
$475K
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-293- 1.59% |
$13.3K - $14.5K
|
18.2K
$780K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-337- 3.93% |
$15.2K - $16.7K
|
8.25K
$354K
|
|
|
Jul 25, 2022
Q2 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-467- 3.49% |
$21.1K - $23.1K
|
12.9K
$554K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-477- 4.55% |
$21.6K - $23.6K
|
10K
$430K
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-484Closed |
$21.9K - $24K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-494- 1.68% |
$22.3K - $24.5K
|
28.9K
$1.24M
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-500- 4.24% |
$22.6K - $24.8K
|
11.3K
$485K
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-501- 1.69% |
$22.7K - $24.8K
|
29.1K
$1.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-595- 2.96% |
$26.9K - $29.5K
|
19.5K
$837K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-600- 56.02% |
$27.1K - $29.7K
|
471
$20.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-631- 8.18% |
$28.5K - $31.2K
|
7.09K
$304K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-647- 25.85% |
$29.3K - $32K
|
1.86K
$79.7K
|