Purchases and Sales Made in Q2 2024 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 2024. 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 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12.3K+ 6.21% |
$515K - $534K
|
210K
$9M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12K+ 11.17% |
$503K - $522K
|
119K
$5.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.7K+ 8.49% |
$493K - $512K
|
150K
$6.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
11.6K+ 12.09% |
$487K - $506K
|
108K
$4.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
11.4K+ 8.33% |
$481K - $499K
|
149K
$6.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.9KNew |
$459K - $476K
|
10.9K
$469K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
10.6K+ 160.89% |
$443K - $460K
|
17.1K
$735K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
10.4KNew |
$437K - $454K
|
10.4K
$447K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
10.2K+ 36.51% |
$427K - $443K
|
38K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
9.51KNew |
$400K - $415K
|
9.51K
$409K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
9.5K+ 35.02% |
$399K - $414K
|
36.6K
$1.57M
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
9.29K+ 2.96% |
$390K - $405K
|
323K
$13.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
9.1K+ 3.04% |
$382K - $397K
|
309K
$13.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
9.03K+ 3.48% |
$379K - $394K
|
269K
$11.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8.98K+ 2.97% |
$377K - $392K
|
311K
$13.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
8.6K+ 4.69% |
$361K - $375K
|
192K
$8.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.56K+ 6.04% |
$360K - $373K
|
150K
$6.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.79K+ 1.49% |
$327K - $340K
|
531K
$22.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
7.46K+ 3863.21% |
$313K - $325K
|
7.65K
$329K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.07K+ 2.68% |
$297K - $308K
|
271K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
6.84KNew |
$287K - $298K
|
6.84K
$294K
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
6.84KNew |
$287K - $298K
|
6.84K
$294K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.61K+ 6.82% |
$278K - $288K
|
104K
$4.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6.57K+ 21.02% |
$276K - $286K
|
37.8K
$1.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.24KNew |
$262K - $272K
|
6.24K
$268K
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
5.95KNew |
$250K - $260K
|
5.95K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.91K+ 4.71% |
$248K - $258K
|
131K
$5.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.91K+ 4.61% |
$248K - $258K
|
134K
$5.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5.78K+ 53.45% |
$243K - $252K
|
16.6K
$712K
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
5.57KNew |
$234K - $243K
|
5.57K
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.33K+ 57.33% |
$224K - $232K
|
14.6K
$628K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.28KNew |
$222K - $230K
|
5.28K
$227K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.19K+ 11.17% |
$218K - $226K
|
51.7K
$2.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.19K+ 4.06% |
$218K - $226K
|
133K
$5.72M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
4.92KNew |
$207K - $214K
|
4.92K
$211K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.55K+ 3.33% |
$191K - $198K
|
141K
$6.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.55K+ 1.71% |
$191K - $198K
|
270K
$11.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.08K+ 7.91% |
$171K - $178K
|
55.7K
$2.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.92K+ 3.71% |
$165K - $171K
|
110K
$4.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
3.83K+ 32.52% |
$161K - $167K
|
15.6K
$670K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.72K+ 5.91% |
$156K - $162K
|
66.6K
$2.86M
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.64K+ 0.94% |
$153K - $159K
|
390K
$16.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.53K+ 4.91% |
$148K - $154K
|
75.3K
$3.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.39K+ 7.43% |
$142K - $148K
|
49K
$2.11M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
2.98K+ 15.79% |
$125K - $130K
|
21.8K
$937K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.72KNew |
$114K - $119K
|
2.72K
$117K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.67K+ 23.86% |
$112K - $116K
|
13.9K
$595K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.62K+ 8.5% |
$110K - $114K
|
33.4K
$1.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.57K+ 1.65% |
$108K - $112K
|
158K
$6.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.26K+ 24.54% |
$94.9K - $98.5K
|
11.5K
$493K
|