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 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.24K- 4.24% |
$51.9K - $53.9K
|
27.9K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.25K- 13.73% |
$52.5K - $54.5K
|
7.85K
$337K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.35K- 2.19% |
$56.7K - $58.8K
|
60.2K
$2.59M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.35K- 2.5% |
$56.7K - $58.8K
|
52.6K
$2.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.4K- 82.2% |
$58.6K - $60.8K
|
302
$13K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.41K- 5.35% |
$59.4K - $61.7K
|
25K
$1.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.45K- 4.44% |
$60.8K - $63.1K
|
31.1K
$1.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.47K- 45.87% |
$61.6K - $63.9K
|
1.73K
$74.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.5K- 43.29% |
$63K - $65.4K
|
1.97K
$84.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.7K- 7.76% |
$71.3K - $74K
|
20.2K
$867K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.74K- 0.91% |
$72.9K - $75.6K
|
190K
$8.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.81K- 3.04% |
$76.1K - $79K
|
57.8K
$2.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.84K- 4.54% |
$77.4K - $80.4K
|
38.7K
$1.66M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.84K- 7.21% |
$77.5K - $80.4K
|
23.7K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.01K- 2.23% |
$84.4K - $87.6K
|
88.1K
$3.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-2.11K- 12.58% |
$88.7K - $92K
|
14.7K
$630K
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.13K- 23.61% |
$89.5K - $92.9K
|
6.89K
$296K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.25K- 22.94% |
$94.6K - $98.1K
|
7.56K
$325K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.31KClosed |
$97.2K - $101K
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 7.78% |
$99K - $103K
|
27.9K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.57K- 13.76% |
$108K - $112K
|
16.1K
$692K
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.61K- 0.68% |
$109K - $114K
|
380K
$16.3M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.65K- 29.89% |
$111K - $115K
|
6.2K
$266K
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-2.82K- 0.56% |
$118K - $123K
|
496K
$21.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.95K- 9.07% |
$124K - $129K
|
29.6K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.95K- 5.06% |
$124K - $129K
|
55.4K
$2.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.1K- 33.08% |
$130K - $135K
|
6.26K
$269K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.17K- 6.26% |
$133K - $138K
|
47.5K
$2.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.22K- 22.55% |
$135K - $140K
|
11.1K
$475K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.6K- 8.37% |
$151K - $157K
|
39.4K
$1.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.7K- 24.05% |
$155K - $161K
|
11.7K
$501K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.05K- 36.67% |
$170K - $177K
|
7K
$300K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.22K- 3.27% |
$177K - $184K
|
125K
$5.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-4.24K- 32.62% |
$178K - $185K
|
8.75K
$376K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-4.24K- 8.39% |
$178K - $185K
|
46.3K
$1.99M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.44K- 39.94% |
$186K - $193K
|
6.67K
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.52K- 0.52% |
$190K - $197K
|
870K
$37.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.69K- 5.61% |
$197K - $205K
|
79K
$3.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.72K- 10.07% |
$198K - $206K
|
42.1K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-4.75K- 24.78% |
$199K - $207K
|
14.4K
$619K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.99K- 18.98% |
$251K - $261K
|
25.6K
$1.1M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.08K- 32.73% |
$255K - $265K
|
12.5K
$536K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.18K- 17.84% |
$260K - $270K
|
28.5K
$1.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.42K- 4.59% |
$270K - $280K
|
133K
$5.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.98K- 9.7% |
$293K - $304K
|
64.9K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.44K- 6.1% |
$312K - $324K
|
114K
$4.92M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-7.53K- 30.62% |
$316K - $328K
|
17.1K
$733K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-7.57K- 31.83% |
$318K - $330K
|
16.2K
$696K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-7.6K- 12.88% |
$319K - $332K
|
51.4K
$2.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.63K- 25.12% |
$320K - $333K
|
22.7K
$976K
|