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 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.11K- 3.65% |
$48.9K - $50.6K
|
29.3K
$1.28M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.11K- 52.92% |
$49K - $50.8K
|
991
$43.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-1.14K- 8.0% |
$50.2K - $52K
|
13.1K
$573K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.27K- 0.59% |
$55.9K - $57.9K
|
214K
$9.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.34K- 14.63% |
$59.1K - $61.2K
|
7.83K
$342K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.71K- 12.13% |
$75.2K - $77.9K
|
12.4K
$541K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.81K- 3.31% |
$79.5K - $82.3K
|
52.7K
$2.3M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.84K- 28.56% |
$81K - $83.9K
|
4.61K
$201K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.1K- 6.56% |
$92.6K - $95.9K
|
30K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.34K- 0.52% |
$103K - $107K
|
450K
$19.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.44K- 31.47% |
$107K - $111K
|
5.31K
$232K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.45K- 6.6% |
$108K - $111K
|
34.6K
$1.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.55K- 1.53% |
$112K - $116K
|
164K
$7.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
SELL
|
- |
-2.56K- 2.2% |
$112K - $116K
|
114K
$4.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.62K- 1.77% |
$115K - $119K
|
145K
$6.36M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.69K- 1.29% |
$118K - $123K
|
206K
$8.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.92K- 7.98% |
$129K - $133K
|
33.7K
$1.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 21.93% |
$131K - $136K
|
10.6K
$464K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.25K- 16.74% |
$143K - $148K
|
16.2K
$707K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.27K- 7.01% |
$144K - $149K
|
43.3K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.34K- 2.81% |
$147K - $152K
|
115K
$5.04M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.41K- 12.55% |
$150K - $155K
|
23.7K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.44K- 7.35% |
$152K - $157K
|
43.4K
$1.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.55K- 5.68% |
$156K - $162K
|
58.9K
$2.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.03K- 4.42% |
$177K - $184K
|
87.1K
$3.81M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.11K- 4.63% |
$181K - $187K
|
84.5K
$3.69M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.68K- 26.29% |
$206K - $213K
|
13.1K
$574K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.31K- 51.91% |
$234K - $242K
|
4.92K
$215K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.99K- 13.11% |
$264K - $273K
|
39.7K
$1.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-7.45K- 17.94% |
$328K - $340K
|
34.1K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-8.01K- 4.72% |
$353K - $365K
|
162K
$7.07M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-8.37K- 19.81% |
$369K - $382K
|
33.9K
$1.48M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-9.17K- 3.75% |
$404K - $418K
|
235K
$10.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-9.71K- 3.66% |
$427K - $443K
|
255K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.7K- 5.53% |
$516K - $534K
|
200K
$8.75M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-13.5K- 37.94% |
$592K - $613K
|
22K
$962K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14K- 43.85% |
$618K - $640K
|
18K
$786K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-15.1K- 14.11% |
$664K - $688K
|
91.8K
$4.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-16.9K- 60.87% |
$743K - $769K
|
10.9K
$474K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-17.2K- 23.59% |
$755K - $782K
|
55.6K
$2.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-17.2K- 7.42% |
$756K - $783K
|
214K
$9.37M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-17.4K- 39.64% |
$765K - $792K
|
26.5K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.8K- 23.97% |
$786K - $814K
|
56.6K
$2.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-19K- 54.27% |
$836K - $865K
|
16K
$699K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-20.7K- 6.65% |
$912K - $945K
|
291K
$12.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-21.4K- 25.24% |
$944K - $977K
|
63.5K
$2.77M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-28.2K- 46.33% |
$1.24M - $1.29M
|
32.7K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-40.1K- 5.84% |
$1.77M - $1.83M
|
647K
$28.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-44.3K- 20.95% |
$1.95M - $2.02M
|
167K
$7.3M
|
|
|
Aug 08, 2023
Q2 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-55.6K- 38.9% |
$2.45M - $2.54M
|
87.4K
$3.82M
|