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 01, 2023 Q2 2023
Farmers & Merchants Investments Inc

BUY
 -
51
New
$2.25K - $2.33K
51 $2.21K
Jul 17, 2023 Q2 2023
Genesee Capital Advisors, LLC

BUY
 -
46
+ 0.74%
$2.02K - $2.1K
6.27K $272K
Jul 21, 2023 Q2 2023
First Command Advisory Services, Inc.

BUY
 -
37
New
$1.63K - $1.69K
37 $1.6K
Aug 14, 2023 Q2 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
37
+ 0.56%
$1.63K - $1.69K
6.65K $288K
Jul 10, 2023 Q2 2023
Rise Advisors, LLC

BUY
 -
28
+ 0.85%
$1.23K - $1.28K
3.31K $143K
Jul 28, 2023 Q2 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
25
+ 0.18%
$1.1K - $1.14K
13.9K $603K
Jul 25, 2023 Q2 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
22
+ 0.23%
$968 - $1K
9.44K $409K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
6
+ 0.79%
$264 - $274
768 $33.2K
Jul 31, 2023 Q2 2023
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
6
+ 1.68%
$264 - $274
363 $15.7K
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

BUY
 -
4
+ 1.02%
$176 - $182
396 $17.1K
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
3
+ 0.05%
$132 - $137
6.16K $267K
Aug 02, 2023 Q2 2023
Keystone Financial Services

SELL
 -
-1
- 0.01%
$44 - $45.6
9.49K $411K
Aug 10, 2023 Q2 2023
Citigroup Inc

SELL
 -
-1
- 0.01%
$44 - $45.6
6.95K $301K
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

SELL
 -
-16
- 0.34%
$704 - $729
4.69K $203K
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-27
- 0.06%
$1.19K - $1.23K
44.2K $1.91M
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-33
- 0.45%
$1.45K - $1.5K
7.38K $319K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-33
- 0.45%
$1.45K - $1.5K
7.38K $319K
Aug 07, 2023 Q2 2023
Keystone Financial Group

SELL
 -
-35
- 0.68%
$1.54K - $1.6K
5.12K $222K
Aug 10, 2023 Q2 2023
Wintrust Investments LLC

Chicago, IL
SELL
 -
-54
- 0.54%
$2.38K - $2.46K
9.96K $431K
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

SELL
 -
-116
- 52.97%
$5.11K - $5.29K
103 $4.46K
Jul 20, 2023 Q2 2023
Beacon Financial Group

SELL
 -
-175
- 0.19%
$7.7K - $7.98K
93.6K $4.05M
Jul 18, 2023 Q2 2023
Allworth Financial LP

SELL
 -
-203
- 8.35%
$8.94K - $9.25K
2.23K $96.4K
Jul 10, 2023 Q2 2023
Clarus Wealth Advisors

SELL
 -
-208
- 2.11%
$9.16K - $9.48K
9.63K $417K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

SELL
 -
-215
- 5.58%
$9.46K - $9.8K
3.64K $158K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

SELL
 -
-291
- 7.25%
$12.8K - $13.3K
3.73K $161K
Jul 27, 2023 Q2 2023
Laraway Financial Advisors Inc

Saint Cloud, MN
SELL
 -
-292
- 1.21%
$12.9K - $13.3K
23.9K $1.04M
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

SELL
 -
-297
- 1.33%
$13.1K - $13.5K
22K $954K
Aug 08, 2023 Q2 2023
Forbes Financial Planning, Inc.

East Greenwich, RI
SELL
 -
-354
- 0.26%
$15.6K - $16.1K
135K $5.84M
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

SELL
 -
-367
- 36.85%
$16.2K - $16.7K
629 $27.2K
Aug 11, 2023 Q2 2023
Tru Independence LLC

SELL
 -
-377
- 1.77%
$16.6K - $17.2K
20.9K $905K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-379
- 1.82%
$16.7K - $17.3K
20.4K $884K
Aug 11, 2023 Q2 2023
Harvest Investment Services, LLC

SELL
 -
-386
- 1.12%
$17K - $17.6K
34K $1.47M
Aug 04, 2023 Q2 2023
Cottonwood Capital Advisors, LLC

SELL
 -
-461
- 1.52%
$20.3K - $21K
29.9K $1.29M
Jul 26, 2023 Q2 2023
Eq LLC

Mercer Island, WA
SELL
 -
-505
- 3.29%
$22.2K - $23K
14.9K $643K
Jul 28, 2023 Q2 2023
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-531
- 1.53%
$23.4K - $24.2K
34.3K $1.48M
Jul 17, 2023 Q2 2023
Mbl Wealth, LLC

Charlotte, NC
SELL
 -
-565
- 8.49%
$24.9K - $25.8K
6.09K $264K
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-569
- 8.24%
$25K - $25.9K
6.33K $274K
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-610
- 8.01%
$26.9K - $27.8K
7.01K $303K
Aug 11, 2023 Q2 2023
True Private Wealth Advisors

SELL
 -
-622
- 5.52%
$27.4K - $28.4K
10.6K $461K
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
SELL
 -
-677
- 31.27%
$29.8K - $30.9K
1.49K $64.4K
Jul 21, 2023 Q2 2023
Walkner Condon Financial Advisors LLC

SELL
 -
-702
- 0.4%
$30.9K - $32K
174K $7.55M
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-740
- 11.19%
$32.6K - $33.7K
5.88K $254K
Aug 10, 2023 Q2 2023
Kraematon Investment Advisors, Inc

SELL
 -
-759
- 3.67%
$33.4K - $34.6K
19.9K $862K
Jul 24, 2023 Q2 2023
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-761
- 5.21%
$33.5K - $34.7K
13.8K $599K
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

SELL
 -
-845
- 5.45%
$37.2K - $38.5K
14.7K $634K
Jul 24, 2023 Q2 2023
Wealthpoint, LLC

SELL
 -
-890
- 5.0%
$39.2K - $40.6K
16.9K $731K
Jul 24, 2023 Q2 2023
Moneywise, Inc.

SELL
 -
-900
- 5.13%
$39.6K - $41K
16.6K $720K
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

SELL
 -
-1.02K
- 80.7%
$44.9K - $46.5K
244 $10.6K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

SELL
 -
-1.05K
- 2.94%
$46.1K - $47.8K
34.5K $1.5M

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