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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-5.24K- 9.05% |
$237K - $259K
|
52.6K
$2.26M
|
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-5.35K- 11.93% |
$242K - $265K
|
39.5K
$1.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-5.55KClosed |
$251K - $275K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.58K- 50.58% |
$252K - $276K
|
5.45K
$234K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.95K- 2.42% |
$269K - $295K
|
240K
$10.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6.02K- 18.01% |
$272K - $298K
|
27.4K
$1.18M
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-6.13K- 3.6% |
$277K - $303K
|
164K
$7.05M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.31KClosed |
$285K - $312K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-6.39K- 9.31% |
$289K - $316K
|
62.2K
$2.67M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.46K- 22.8% |
$292K - $320K
|
21.9K
$939K
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-6.51K- 17.86% |
$295K - $322K
|
29.9K
$1.29M
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-6.84K- 8.47% |
$309K - $338K
|
73.8K
$3.17M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-6.87K- 60.68% |
$311K - $340K
|
4.45K
$191K
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-6.9K- 21.99% |
$312K - $342K
|
24.5K
$1.05M
|
|
|
Aug 09, 2022
Q2 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-7.01K- 2.61% |
$317K - $347K
|
261K
$11.2M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-7.22KClosed |
$327K - $357K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.25K- 16.52% |
$328K - $359K
|
36.6K
$1.57M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.55KClosed |
$342K - $374K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-8.04K- 26.22% |
$364K - $398K
|
22.6K
$971K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.04K- 24.78% |
$364K - $398K
|
24.4K
$1.05M
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-8.34K- 21.9% |
$377K - $413K
|
29.7K
$1.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-9K- 24.12% |
$407K - $445K
|
28.3K
$1.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-9.13K- 2.88% |
$413K - $452K
|
308K
$13.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.39K- 16.57% |
$425K - $465K
|
47.3K
$2.03M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-9.43K- 24.64% |
$426K - $467K
|
28.8K
$1.24M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.54KClosed |
$431K - $472K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-9.57K- 3.9% |
$433K - $474K
|
235K
$10.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-9.92K- 11.61% |
$449K - $491K
|
75.6K
$3.25M
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-10K- 38.98% |
$452K - $495K
|
15.6K
$672K
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-10.5K- 13.31% |
$473K - $518K
|
68.1K
$2.93M
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10.6K- 8.59% |
$479K - $524K
|
113K
$4.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.8KClosed |
$488K - $534K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-11.3K- 7.15% |
$510K - $559K
|
146K
$6.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.4K- 6.31% |
$517K - $566K
|
170K
$7.29M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12K- 53.54% |
$544K - $595K
|
10.4K
$448K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12.4K- 32.84% |
$561K - $614K
|
25.3K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-12.9K- 1.29% |
$582K - $638K
|
988K
$42.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-13K- 26.73% |
$587K - $643K
|
35.6K
$1.53M
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-13.6KClosed |
$616K - $674K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-14K- 9.8% |
$633K - $693K
|
129K
$5.53M
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-14.4K- 34.07% |
$650K - $712K
|
27.8K
$1.19M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-14.4KClosed |
$653K - $715K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-14.6K- 4.26% |
$660K - $723K
|
328K
$14.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-14.7K- 9.13% |
$664K - $726K
|
146K
$6.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-15.1KClosed |
$683K - $748K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
SELL
|
- |
-15.7K- 16.22% |
$712K - $780K
|
81.3K
$3.49M
|
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-16.1K- 39.75% |
$727K - $796K
|
24.4K
$1.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-16.1K- 42.99% |
$730K - $799K
|
21.4K
$919K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-16.6K- 91.3% |
$753K - $824K
|
1.59K
$68.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-16.7K- 25.83% |
$755K - $826K
|
47.9K
$2.06M
|