Purchases and Sales Made in Q3 2021 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 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 |
---|---|---|---|---|---|---|---|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
19.8K+ 3.54% |
$1.06M - $1.08M
|
580K
$25.3M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.5K+ 71.47% |
$1.04M - $1.06M
|
46.7K
$2.04M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.4K+ 0.89% |
$986K - $1M
|
2.09M
$91.4M
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
17.1K+ 11.09% |
$913K - $927K
|
171K
$7.47M
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
16.9K+ 98.34% |
$905K - $919K
|
34.1K
$1.49M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.7K+ 12.65% |
$894K - $908K
|
149K
$6.51M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.7K+ 6.24% |
$894K - $907K
|
284K
$12.4M
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
15.9K+ 21.5% |
$852K - $865K
|
90K
$3.93M
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
15.4K+ 20.68% |
$823K - $836K
|
89.8K
$3.92M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
15K+ 16.85% |
$805K - $817K
|
104K
$4.56M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.1K+ 44.8% |
$756K - $767K
|
45.7K
$2M
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
14.1K+ 361.2% |
$755K - $766K
|
18K
$787K
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
14.1K+ 6.61% |
$754K - $765K
|
227K
$9.93M
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
13.8KNew |
$739K - $751K
|
13.8K
$604K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.5K+ 10.84% |
$722K - $733K
|
138K
$6.03M
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
13.5K+ 16.85% |
$721K - $732K
|
93.5K
$4.09M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.3K+ 47.07% |
$712K - $723K
|
41.6K
$1.82M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.2K+ 60.55% |
$704K - $714K
|
34.9K
$1.52M
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
12.6K+ 30.09% |
$674K - $685K
|
54.5K
$2.38M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
12.6K+ 0.74% |
$673K - $683K
|
1.71M
$74.8M
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
12.3K+ 23.81% |
$657K - $667K
|
63.8K
$2.79M
|
|
Nov 15, 2021
Q3 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
12.2K+ 10.09% |
$654K - $664K
|
133K
$5.83M
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
11.8K+ 15.21% |
$631K - $641K
|
89.3K
$3.91M
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
11.3K+ 15.69% |
$607K - $616K
|
83.7K
$3.66M
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
BUY
|
- |
11.2K+ 13.12% |
$601K - $610K
|
96.9K
$4.23M
|
|
Nov 03, 2021
Q3 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
10.6K+ 2.53% |
$567K - $575K
|
429K
$18.8M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
10.5K+ 1.32% |
$563K - $572K
|
806K
$35.2M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.1K+ 19.74% |
$541K - $549K
|
61.4K
$2.68M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.82K+ 11.84% |
$525K - $533K
|
92.8K
$4.05M
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
8.84K+ 18.29% |
$473K - $480K
|
57.2K
$2.5M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
8.8K+ 1.3% |
$471K - $478K
|
687K
$30M
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8.7KNew |
$466K - $473K
|
8.7K
$380K
|
|
Nov 05, 2021
Q3 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
7.69K+ 2.52% |
$411K - $417K
|
313K
$13.7M
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.67K+ 5.94% |
$410K - $417K
|
137K
$5.98M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.6K+ 7.67% |
$406K - $413K
|
107K
$4.66M
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
7.28KNew |
$389K - $395K
|
7.28K
$318K
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
7.01KNew |
$375K - $381K
|
7.01K
$306K
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
6.93K+ 16.11% |
$371K - $376K
|
49.9K
$2.18M
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
6.49KNew |
$347K - $352K
|
6.49K
$284K
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6KNew |
$321K - $326K
|
6K
$262K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.95K+ 4.9% |
$318K - $323K
|
127K
$5.57M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.95K+ 4.9% |
$318K - $323K
|
127K
$5.57M
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.75K+ 19.46% |
$308K - $312K
|
35.3K
$1.54M
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
5.05K+ 12.14% |
$270K - $274K
|
46.6K
$2.04M
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
4.73K+ 9.45% |
$253K - $257K
|
54.8K
$2.4M
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
4.57K+ 1.81% |
$245K - $248K
|
257K
$11.2M
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
4.45K+ 10.81% |
$238K - $242K
|
45.6K
$1.99M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.44K+ 8.08% |
$238K - $241K
|
59.4K
$2.6M
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
4.31KNew |
$230K - $234K
|
4.31K
$188K
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4.17K+ 3.27% |
$223K - $226K
|
132K
$5.76M
|