Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.13M+ 31.18% |
$93.8M - $97.1M
|
8.96M
$388M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.15M+ 24.08% |
$50.5M - $52.3M
|
5.91M
$256M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
1.15MNew |
$50.4M - $52.2M
|
1.15M
$49.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
873K+ 53.88% |
$38.4M - $39.8M
|
2.49M
$108M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
863K+ 27.47% |
$38M - $39.3M
|
4M
$173M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
842K+ 23.38% |
$37.1M - $38.4M
|
4.45M
$192M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
742K+ 1009.0% |
$32.6M - $33.8M
|
815K
$35.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
488KNew |
$21.5M - $22.2M
|
488K
$21.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
469K+ 26.5% |
$20.6M - $21.4M
|
2.24M
$96.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
419K+ 92.49% |
$18.5M - $19.1M
|
872K
$37.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
297K+ 99.1% |
$13.1M - $13.6M
|
597K
$25.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
254KNew |
$11.2M - $11.6M
|
254K
$11M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
243K+ 33.18% |
$10.7M - $11.1M
|
975K
$42.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
240K+ 14.34% |
$10.6M - $10.9M
|
1.91M
$82.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
228K+ 42.7% |
$10M - $10.4M
|
763K
$33M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
222K+ 4.08% |
$9.78M - $10.1M
|
5.67M
$245M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
219K+ 40.72% |
$9.62M - $9.97M
|
756K
$32.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
219K+ 13.55% |
$9.62M - $9.96M
|
1.83M
$79.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
209K+ 8.19% |
$9.19M - $9.51M
|
2.76M
$119M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
170K+ 29.7% |
$7.46M - $7.73M
|
740K
$32.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
160K+ 1462.63% |
$7.05M - $7.3M
|
171K
$7.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
153K+ 26.37% |
$6.72M - $6.96M
|
731K
$31.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
149K+ 18.03% |
$6.55M - $6.78M
|
974K
$42.2M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
146K+ 14.28% |
$6.42M - $6.65M
|
1.17M
$50.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
140K+ 838.6% |
$6.17M - $6.39M
|
157K
$6.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
137KNew |
$6.01M - $6.23M
|
137K
$5.91M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
127K+ 38.42% |
$5.59M - $5.79M
|
457K
$19.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
125K+ 49.99% |
$5.49M - $5.68M
|
374K
$16.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
117K+ 40.14% |
$5.17M - $5.35M
|
410K
$17.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
114K+ 21.55% |
$5.01M - $5.19M
|
643K
$27.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
103K+ 16.04% |
$4.53M - $4.69M
|
745K
$32.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
97.2K+ 84.8% |
$4.28M - $4.43M
|
212K
$9.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
89.7KNew |
$3.95M - $4.09M
|
89.7K
$3.88M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
87.6K+ 22.71% |
$3.86M - $3.99M
|
473K
$20.5M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
83.3KNew |
$3.67M - $3.8M
|
83.3K
$3.61M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
79.8K+ 1184.83% |
$3.51M - $3.64M
|
86.5K
$3.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
76.9K+ 9.74% |
$3.39M - $3.51M
|
866K
$37.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
76.5K+ 627.6% |
$3.37M - $3.49M
|
88.7K
$3.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
75.6K+ 38.71% |
$3.33M - $3.45M
|
271K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
72.4KNew |
$3.19M - $3.3M
|
72.4K
$3.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
71.9KNew |
$3.17M - $3.28M
|
71.9K
$3.11M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
64.5K+ 440.99% |
$2.84M - $2.94M
|
79.1K
$3.42M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
62.2K+ 30.35% |
$2.74M - $2.83M
|
267K
$11.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
59.7K+ 17.32% |
$2.63M - $2.72M
|
404K
$17.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
54.6K+ 16.91% |
$2.4M - $2.49M
|
378K
$16.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
53.4K+ 6.35% |
$2.35M - $2.44M
|
895K
$38.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
52K+ 5.92% |
$2.29M - $2.37M
|
931K
$40.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
49.6K+ 95.15% |
$2.18M - $2.26M
|
102K
$4.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
48.9K+ 14.98% |
$2.15M - $2.23M
|
375K
$16.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
48.7KNew |
$2.14M - $2.22M
|
48.7K
$2.11M
|