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
Jul 11, 2023 Q2 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
13.2K
+ 295.29%
$583K - $604K
17.7K $767K
Aug 11, 2023 Q2 2023
Solano Wealth Management, Inc.

Fairfield, CA
BUY
 -
12.7K
+ 6.7%
$561K - $581K
203K $8.79M
Jul 13, 2023 Q2 2023
Atlas Private Wealth Management

BUY
 -
12.6K
+ 7.48%
$553K - $573K
181K $7.81M
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
12.5K
New
$552K - $571K
12.5K $543K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
12.5K
+ 4.55%
$551K - $571K
288K $12.4M
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
11.8K
New
$519K - $537K
11.8K $510K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
11.3K
+ 104.49%
$497K - $515K
22.1K $957K
Aug 02, 2023 Q2 2023
Columbia Advisory Partners LLC

BUY
 -
10.7K
New
$473K - $490K
10.7K $465K
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
10.6K
+ 13.77%
$468K - $484K
87.8K $3.8M
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
10.4K
+ 5.32%
$457K - $473K
205K $8.89M
Jul 10, 2023 Q2 2023
Signature Wealth Management Group

BUY
 -
10.2K
+ 60.62%
$450K - $466K
27.1K $1.17M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
9.87K
+ 11.2%
$434K - $450K
98K $4.24M
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
9.66K
+ 11.1%
$425K - $441K
96.7K $4.19M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
9.5K
+ 4.45%
$418K - $433K
223K $9.64M
Jul 11, 2023 Q2 2023
Edge Rock Capital LLC

BUY
 -
9.06K
New
$399K - $413K
9.06K $392K
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
9.06K
+ 20.43%
$399K - $413K
53.4K $2.31M
Jan 24, 2024 Q2 2023
Cedrus LLC

Littleton, CO
BUY
 -
8.42K
+ 13.61%
$371K - $384K
70.3K $3.04M
Jul 31, 2023 Q2 2023
True Wealth Advisors, LLC

BUY
 -
8.15K
+ 58.77%
$359K - $372K
22K $953K
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
7.88K
+ 10.76%
$347K - $359K
81.1K $3.51M
Aug 14, 2023 Q2 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
7.83K
New
$345K - $357K
7.83K $339K
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
7.44K
+ 12.45%
$328K - $339K
67.2K $2.91M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
7.25K
+ 24.96%
$319K - $331K
36.3K $1.57M
Aug 08, 2023 Q2 2023
Fagan Associates, Inc.

BUY
 -
7.18K
+ 8.64%
$316K - $327K
90.2K $3.91M
Aug 14, 2023 Q2 2023
Private Portfolio Partners LLC

BUY
 -
6.91K
New
$304K - $315K
6.91K $299K
Aug 17, 2023 Q2 2023
Vicus Capital

State College, PA
BUY
 -
6.74K
+ 54.38%
$297K - $307K
19.1K $829K
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
6.73K
+ 18.53%
$296K - $307K
43.1K $1.86M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
6.56K
+ 7.37%
$289K - $299K
95.6K $4.14M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
6.29K
+ 14.61%
$277K - $287K
49.3K $2.13M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
6.08K
+ 94.47%
$268K - $277K
12.5K $542K
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
6.02K
New
$265K - $275K
6.02K $261K
Jul 18, 2023 Q2 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
5.72K
+ 13.18%
$252K - $261K
49.1K $2.13M
Jul 10, 2023 Q2 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
5.61K
+ 37.88%
$247K - $256K
20.4K $884K
Jul 27, 2023 Q2 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
5.22K
+ 16.42%
$230K - $238K
37K $1.6M
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
5.15K
+ 8.62%
$227K - $235K
64.9K $2.81M
Aug 07, 2023 Q2 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
5.1K
New
$225K - $233K
5.1K $221K
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
5.04K
+ 52.67%
$222K - $230K
14.6K $632K
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
4.95K
New
$218K - $225K
4.95K $214K
Aug 01, 2023 Q2 2023
Sanchez Wealth Management Group

BUY
 -
4.88K
+ 1.38%
$215K - $222K
358K $15.5M
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
4.76K
New
$209K - $217K
4.76K $206K
Aug 09, 2023 Q2 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
4.62K
New
$204K - $211K
4.62K $200K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
4.54K
+ 42.66%
$200K - $207K
15.2K $657K
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
4.46K
+ 76.83%
$196K - $203K
10.3K $444K
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
4.45K
+ 9.3%
$196K - $203K
52.3K $2.26M
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
4.38K
+ 321.91%
$193K - $200K
5.74K $248K
Jul 12, 2023 Q2 2023
Howard Financial Services, Ltd.

BUY
 -
4.35K
+ 1.67%
$191K - $198K
264K $11.4M
Jul 28, 2023 Q2 2023
Lion Street Advisors, LLC

BUY
 -
4.29K
New
$189K - $195K
4.29K $185K
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
4.08K
+ 15.61%
$179K - $186K
30.2K $1.31M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
3.76K
+ 1134.44%
$165K - $171K
4.09K $177K
Aug 10, 2023 Q2 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
3.66K
+ 48.94%
$161K - $167K
11.1K $483K

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