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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
4.13K+ 6.12% |
$221K - $224K
|
71.6K
$3.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
4.13K+ 19.12% |
$221K - $224K
|
25.7K
$1.11M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.02K+ 1.39% |
$215K - $218K
|
293K
$12.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.01KNew |
$214K - $218K
|
4.01K
$174K
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.01K+ 5.15% |
$214K - $218K
|
81.7K
$3.54M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
4KNew |
$214K - $217K
|
4K
$173K
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.89KNew |
$208K - $211K
|
3.89K
$169K
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.85K+ 9.76% |
$206K - $209K
|
43.2K
$1.87M
|
|
|
Oct 21, 2021
Q3 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.69K+ 41.1% |
$197K - $200K
|
12.7K
$548K
|
|
|
Oct 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.62K+ 7.44% |
$194K - $197K
|
52.3K
$2.27M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.54K+ 2.95% |
$189K - $192K
|
123K
$5.34M
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.22K+ 10.81% |
$172K - $175K
|
33K
$1.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.19K+ 8.35% |
$171K - $173K
|
41.4K
$1.79M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.19K+ 4.76% |
$171K - $173K
|
70.2K
$3.04M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.1K+ 31.19% |
$166K - $168K
|
13K
$564K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
3.08K+ 23.91% |
$165K - $167K
|
16K
$691K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.8K+ 15.56% |
$150K - $152K
|
20.8K
$899K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.7K+ 3.17% |
$144K - $146K
|
87.7K
$3.8M
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.57K+ 59.63% |
$138K - $140K
|
6.89K
$298K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.48K+ 37.92% |
$132K - $134K
|
9.01K
$390K
|
|
|
Nov 15, 2021
Q3 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.46K+ 1.66% |
$132K - $134K
|
150K
$6.51M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.31K+ 11.48% |
$124K - $125K
|
22.4K
$971K
|
|
|
Nov 12, 2021
Q3 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
2.27K+ 1.63% |
$121K - $123K
|
141K
$6.12M
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
BUY
|
- |
2.21K+ 1.13% |
$118K - $120K
|
197K
$8.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2K+ 4.38% |
$107K - $109K
|
47.6K
$2.06M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.83KNew |
$97.7K - $99.2K
|
1.83K
$79.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.5KNew |
$80.3K - $81.5K
|
1.5K
$64.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.4K+ 8.66% |
$74.8K - $76K
|
17.6K
$760K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.29K+ 19.03% |
$69.2K - $70.3K
|
8.09K
$350K
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
1.29K+ 9.34% |
$68.9K - $69.9K
|
15.1K
$652K
|
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.27K+ 6.6% |
$67.9K - $68.9K
|
20.5K
$887K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.13K+ 1.1% |
$60.4K - $61.3K
|
103K
$4.48M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.1K+ 4.57% |
$58.8K - $59.7K
|
25.1K
$1.09M
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.04K+ 25.28% |
$55.8K - $56.6K
|
5.17K
$224K
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
970+ 5.52% |
$51.9K - $52.7K
|
18.5K
$802K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
952+ 9.37% |
$50.9K - $51.7K
|
11.1K
$481K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
943+ 37.6% |
$50.5K - $51.2K
|
3.45K
$149K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
931+ 14.01% |
$49.8K - $50.6K
|
7.58K
$328K
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
915+ 2.5% |
$49K - $49.7K
|
37.5K
$1.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
906+ 11.17% |
$48.5K - $49.2K
|
9.02K
$390K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
900New |
$48.2K - $48.9K
|
900
$39K
|
|
|
Nov 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
895+ 2.53% |
$47.9K - $48.6K
|
36.2K
$1.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
883+ 6.37% |
$47.2K - $48K
|
14.7K
$638K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
821+ 14.04% |
$43.9K - $44.6K
|
6.67K
$289K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
821+ 14.04% |
$43.9K - $44.6K
|
6.67K
$289K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
790+ 4.01% |
$42.3K - $42.9K
|
20.5K
$888K
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
462+ 11.82% |
$24.7K - $25.1K
|
4.37K
$189K
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
451New |
$24.1K - $24.5K
|
451
$19.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
413New |
$22.1K - $22.4K
|
413
$17.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
386+ 2.52% |
$20.7K - $21K
|
15.7K
$679K
|