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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
76+ 0.53% |
$3.19K - $3.31K
|
14.5K
$622K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
68+ 1.09% |
$2.86K - $2.96K
|
6.29K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
62+ 1.11% |
$2.6K - $2.7K
|
5.63K
$242K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
61New |
$2.56K - $2.66K
|
61
$2.62K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
60+ 0.26% |
$2.52K - $2.62K
|
23.1K
$991K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
50+ 0.65% |
$2.1K - $2.18K
|
7.74K
$333K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42+ 0.56% |
$1.76K - $1.83K
|
7.48K
$321K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
38+ 0.73% |
$1.6K - $1.66K
|
5.26K
$226K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
28+ 0.56% |
$1.18K - $1.22K
|
4.98K
$214K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
28+ 0.58% |
$1.18K - $1.22K
|
4.86K
$209K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19+ 0.37% |
$798 - $828
|
5.19K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17+ 1.11% |
$714 - $741
|
1.56K
$66.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$252 - $262
|
5.55K
$238K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.76% |
$252 - $262
|
791
$34K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.13% |
$84 - $87.2
|
179
$7.69K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.64% |
$84 - $87.2
|
314
$13.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$42 - $43.6
|
1
$43
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1- 0.01% |
$42 - $43.6
|
15.1K
$648K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-74- 3.3% |
$3.11K - $3.23K
|
2.17K
$93.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-86- 98.85% |
$3.61K - $3.75K
|
1
$43
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-161- 1.36% |
$6.76K - $7.02K
|
11.7K
$501K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-174- 3.29% |
$7.31K - $7.59K
|
5.12K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-184- 1.45% |
$7.73K - $8.02K
|
12.5K
$537K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-235- 1.78% |
$9.87K - $10.2K
|
13K
$557K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-291- 0.59% |
$12.2K - $12.7K
|
49.3K
$2.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-358- 7.31% |
$15K - $15.6K
|
4.54K
$195K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-368- 1.43% |
$15.5K - $16K
|
25.3K
$1.09M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-373- 0.47% |
$15.7K - $16.3K
|
79.5K
$3.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-413- 3.19% |
$17.4K - $18K
|
12.5K
$538K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-453- 13.74% |
$19K - $19.8K
|
2.84K
$122K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-473- 1.74% |
$19.9K - $20.6K
|
26.7K
$1.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-486- 0.82% |
$20.4K - $21.2K
|
59.1K
$2.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-488- 7.68% |
$20.5K - $21.3K
|
5.87K
$252K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-492- 3.02% |
$20.7K - $21.5K
|
15.8K
$679K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-584- 5.7% |
$24.5K - $25.5K
|
9.65K
$415K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-605- 1.17% |
$25.4K - $26.4K
|
51.1K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-616- 7.21% |
$25.9K - $26.9K
|
7.92K
$340K
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-625- 2.91% |
$26.3K - $27.3K
|
20.9K
$896K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-640- 0.87% |
$26.9K - $27.9K
|
72.6K
$3.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-661- 12.02% |
$27.8K - $28.8K
|
4.84K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-695- 2.24% |
$29.2K - $30.3K
|
30.3K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-696- 3.38% |
$29.2K - $30.3K
|
19.9K
$853K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-760- 2.61% |
$31.9K - $33.1K
|
28.4K
$1.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-847- 6.98% |
$35.6K - $36.9K
|
11.3K
$485K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-870- 4.32% |
$36.5K - $37.9K
|
19.3K
$827K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-930- 2.24% |
$39.1K - $40.5K
|
40.6K
$1.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-959- 1.59% |
$40.3K - $41.8K
|
59.4K
$2.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-1.04K- 11.65% |
$43.7K - $45.4K
|
7.9K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.07K- 3.98% |
$45K - $46.7K
|
25.9K
$1.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.19K- 16.59% |
$50.1K - $52K
|
5.99K
$257K
|