Purchases and Sales Made in Q2 2023 in First Tr ETF Viii Tcw Opportun (FIXD)

FIXD Quotes by TradingView

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 11, 2023 Q2 2023
Founders Financial Securities LLC

BUY
 -
46.7K
+ 29.85%
$2.06M - $2.13M
203K $8.89M
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
46.5K
+ 73.56%
$2.05M - $2.12M
110K $4.8M
Jul 28, 2023 Q2 2023
Q3 Asset Management

BUY
 -
45.7K
New
$2.01M - $2.08M
45.7K $2M
Jul 24, 2023 Q2 2023
Allen Capital Group, LLC

BUY
 -
44.6K
+ 5.15%
$1.96M - $2.03M
911K $39.8M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
41.3K
New
$1.82M - $1.88M
41.3K $1.8M
Jul 13, 2023 Q2 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
40.5K
+ 23.99%
$1.78M - $1.85M
209K $9.15M
Jul 31, 2023 Q2 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
39.8K
+ 5.61%
$1.75M - $1.82M
750K $32.8M
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
38.5K
New
$1.7M - $1.76M
38.5K $1.68M
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
37K
+ 93.59%
$1.63M - $1.69M
76.6K $3.35M
Jul 19, 2023 Q2 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
36.3K
+ 100.6%
$1.6M - $1.65M
72.3K $3.16M
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
35.7K
+ 29.92%
$1.57M - $1.63M
155K $6.78M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
33.7K
+ 1823.77%
$1.48M - $1.54M
35.5K $1.55M
Aug 08, 2023 Q2 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
33.3K
+ 83.42%
$1.46M - $1.52M
73.2K $3.2M
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
32.5K
+ 103.37%
$1.43M - $1.48M
64K $2.8M
Jul 14, 2023 Q2 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
31K
+ 9.8%
$1.37M - $1.41M
348K $15.2M
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

BUY
 -
31K
+ 85.15%
$1.36M - $1.41M
67.3K $2.94M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
31K
+ 257.18%
$1.36M - $1.41M
43K $1.88M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
31K
New
$1.36M - $1.41M
31K $1.35M
Jul 18, 2023 Q2 2023
Lvz, Inc.

BUY
 -
29.3K
+ 2.39%
$1.29M - $1.33M
1.25M $54.8M
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
27.4K
+ 32.71%
$1.21M - $1.25M
111K $4.86M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
26.4K
+ 17.09%
$1.16M - $1.2M
181K $7.89M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
26.1K
+ 13.12%
$1.15M - $1.19M
225K $9.83M
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
24.5K
+ 63.95%
$1.08M - $1.12M
62.8K $2.74M
Aug 02, 2023 Q2 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
23.8K
+ 20.84%
$1.05M - $1.08M
138K $6.03M
Aug 11, 2023 Q2 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
23.5K
+ 11.51%
$1.04M - $1.07M
228K $9.97M
Aug 14, 2023 Q2 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
23.4K
+ 40.06%
$1.03M - $1.07M
81.8K $3.57M
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
22.8K
New
$1.01M - $1.04M
22.8K $999K
Aug 02, 2023 Q2 2023
Flynn Zito Capital Management, LLC

BUY
 -
22.8K
+ 9.56%
$1M - $1.04M
261K $11.4M
Aug 09, 2023 Q2 2023
Beck Bode, LLC

BUY
 -
22K
+ 24.87%
$967K - $1M
110K $4.82M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
20.3K
+ 99.97%
$896K - $928K
40.7K $1.78M
Aug 03, 2023 Q2 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
18.5K
+ 7.55%
$813K - $842K
263K $11.5M
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
18.4K
+ 1.99%
$810K - $839K
945K $41.3M
Aug 09, 2023 Q2 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
18.2K
+ 36.44%
$800K - $829K
68.1K $2.98M
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
17.8K
New
$785K - $813K
17.8K $779K
Jul 13, 2023 Q2 2023
Cambridge Advisors Inc.

BUY
 -
16.6K
+ 90.66%
$732K - $758K
35K $1.53M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
16.2K
+ 26.02%
$715K - $740K
78.6K $3.44M
Aug 02, 2023 Q2 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
16.1K
+ 7.34%
$707K - $732K
235K $10.3M
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
16K
+ 7.24%
$704K - $729K
237K $10.3M
Jul 03, 2023 Q2 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
15.4K
+ 2.44%
$678K - $702K
647K $28.3M
Jul 17, 2023 Q2 2023
Centennial Wealth Advisory LLC

BUY
 -
15.3K
+ 21.06%
$673K - $697K
87.9K $3.84M
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
15.2K
+ 34.59%
$669K - $693K
59.2K $2.59M
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
14.8K
+ 208.3%
$650K - $673K
21.8K $955K
Jul 28, 2023 Q2 2023
Defined Wealth Management, LLC

BUY
 -
14.7K
+ 90.03%
$647K - $670K
31K $1.36M
Jul 13, 2023 Q2 2023
Dominguez Wealth Management Solutions, Inc.

Williamsburg, VA
BUY
 -
14.6K
+ 3.73%
$641K - $664K
406K $17.7M
Aug 26, 2024 Q2 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
14.3K
New
$630K - $653K
14.3K $626K
Jul 14, 2023 Q2 2023
Herold Advisors, Inc.

BUY
 -
14.2K
New
$624K - $647K
14.2K $620K
Jul 14, 2023 Q2 2023
Westside Investment Management, Inc.

BUY
 -
13.9K
+ 42.13%
$612K - $634K
46.9K $2.05M
Aug 07, 2023 Q2 2023
Alpha Financial Advisors, LLC

Charlotte, NC
BUY
 -
13.5K
+ 3.96%
$594K - $616K
355K $15.5M
Jul 27, 2023 Q2 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
13.3K
+ 2.51%
$585K - $605K
542K $23.7M

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