Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
7.16M
New
$383M - $389M
7.16M $310M
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
387K
+ 26.21%
$20.7M - $21M
1.86M $80.6M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
320K
+ 6.39%
$17.1M - $17.4M
5.33M $231M
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
292K
+ 181.35%
$15.6M - $15.8M
452K $19.6M
Aug 10, 2023 Q3 2021
Tucker Asset Management LLC

Littleton, CO
BUY
 -
285K
+ 27.7%
$15.2M - $15.5M
1.31M $56.9M
Oct 21, 2021 Q3 2021
Peterson Wealth Advisors, LLC

BUY
 -
272K
New
$14.5M - $14.8M
272K $11.8M
Nov 03, 2021 Q3 2021
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
215K
+ 1363.13%
$11.5M - $11.7M
231K $9.99M
Oct 13, 2021 Q3 2021
Mattern Wealth Management LLC

BUY
 -
176K
+ 4598.36%
$9.42M - $9.56M
180K $7.79M
Nov 12, 2021 Q3 2021
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
166K
+ 1086.88%
$8.89M - $9.03M
181K $7.86M
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
118K
+ 70.37%
$6.33M - $6.42M
286K $12.4M
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
108K
+ 3.49%
$5.8M - $5.89M
3.22M $139M
Nov 15, 2021 Q3 2021
Triumph Capital Management

BUY
 -
92.9K
New
$4.97M - $5.05M
92.9K $4.02M
Nov 12, 2021 Q3 2021
Sns Financial Group, LLC

BUY
 -
91.4K
+ 25.05%
$4.89M - $4.96M
456K $19.7M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
82.3K
+ 8.89%
$4.4M - $4.47M
1.01M $43.6M
Oct 15, 2021 Q3 2021
Bogart Wealth, LLC

BUY
 -
81.9K
+ 7.43%
$4.38M - $4.45M
1.18M $51.3M
Nov 08, 2021 Q3 2021
New Square Capital LLC

BUY
 -
79.2K
+ 33.78%
$4.24M - $4.3M
314K $13.6M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
75.4K
+ 12.82%
$4.04M - $4.1M
664K $28.7M
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
66.9K
+ 4.57%
$3.58M - $3.63M
1.53M $66.2M
Nov 12, 2021 Q3 2021
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
66.3K
+ 7.48%
$3.55M - $3.6M
953K $41.3M
Nov 15, 2021 Q3 2021
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
64.9K
New
$3.47M - $3.52M
64.9K $2.81M
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
56K
New
$3M - $3.04M
56K $2.42M
Nov 04, 2021 Q3 2021
Larson Financial Group LLC

BUY
 -
49.3K
+ 17.46%
$2.64M - $2.68M
332K $14.4M
Nov 15, 2021 Q3 2021
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
48.8K
+ 14.18%
$2.61M - $2.65M
393K $17M
Nov 12, 2021 Q3 2021
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
47.6K
New
$2.54M - $2.58M
47.6K $2.06M
Oct 28, 2021 Q3 2021
Intrua Financial, LLC

Houston, TX
BUY
 -
44.8K
+ 18.3%
$2.4M - $2.43M
289K $12.5M
Nov 04, 2021 Q3 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
42.3K
+ 18.08%
$2.26M - $2.3M
276K $12M
Nov 09, 2021 Q3 2021
Td Capital Management LLC

Memphis, TN
BUY
 -
42.2K
+ 2175.35%
$2.26M - $2.29M
44.1K $1.91M
Nov 09, 2021 Q3 2021
First Horizon Advisors, Inc.

BUY
 -
39.1K
+ 115.86%
$2.09M - $2.12M
72.8K $3.15M
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
38.2K
+ 51.07%
$2.04M - $2.07M
113K $4.89M
Oct 29, 2021 Q3 2021
Q3 Asset Management

BUY
 -
37.7K
New
$2.02M - $2.05M
37.7K $1.63M
Nov 15, 2021 Q3 2021
Pfs Investments Inc.

Duluth, GA
BUY
 -
36.3K
+ 5.81%
$1.94M - $1.97M
660K $28.6M
Oct 29, 2021 Q3 2021
True Link Financial Advisors, LLC

BUY
 -
36K
New
$1.93M - $1.96M
36K $1.56M
Oct 12, 2021 Q3 2021
Cypress Capital Group

BUY
 -
35.5K
+ 33.38%
$1.9M - $1.93M
142K $6.13M
Oct 27, 2021 Q3 2021
Lvz, Inc.

BUY
 -
34.2K
+ 3.19%
$1.83M - $1.86M
1.11M $47.9M
Oct 12, 2021 Q3 2021
Cfo4 Life Group, LLC

BUY
 -
33.5K
+ 10.27%
$1.79M - $1.82M
359K $15.6M
Oct 22, 2021 Q3 2021
Allen Capital Group, LLC

BUY
 -
33K
+ 6.26%
$1.77M - $1.79M
560K $24.3M
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
32.1K
+ 5.99%
$1.71M - $1.74M
567K $24.5M
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
31.6K
+ 120.19%
$1.69M - $1.71M
57.8K $2.5M
Oct 25, 2021 Q3 2021
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
31.3K
+ 11.04%
$1.67M - $1.7M
315K $13.6M
Nov 15, 2021 Q3 2021
First Heartland Consultants, Inc.

BUY
 -
30.8K
+ 14.88%
$1.65M - $1.67M
238K $10.3M
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
30.3K
+ 10.75%
$1.62M - $1.65M
312K $13.5M
Oct 21, 2021 Q3 2021
V Wealth Advisors LLC

BUY
 -
26.9K
+ 252.75%
$1.44M - $1.46M
37.5K $1.62M
Oct 19, 2021 Q3 2021
Stratos Wealth Advisors, LLC

BUY
 -
26.7K
+ 6.71%
$1.43M - $1.45M
425K $18.4M
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

BUY
 -
24.7K
+ 7.56%
$1.32M - $1.34M
351K $15.2M
Oct 08, 2021 Q3 2021
Inspirion Wealth Advisors, LLC

BUY
 -
24.4K
+ 19.92%
$1.31M - $1.33M
147K $6.37M
Nov 04, 2021 Q3 2021
Independent Wealth Network Inc.

BUY
 -
24.1K
New
$1.29M - $1.31M
24.1K $1.05M
Oct 07, 2021 Q3 2021
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
21.8K
+ 21.98%
$1.17M - $1.18M
121K $5.24M
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
21.8K
+ 2.19%
$1.16M - $1.18M
1.02M $44M
Oct 29, 2021 Q3 2021
Archer Investment Corp

BUY
 -
21.5K
+ 631.02%
$1.15M - $1.17M
24.9K $1.08M

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