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 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
384+ 14.57% |
$20.5K - $20.9K
|
3.02K
$131K
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
366+ 4.08% |
$19.6K - $19.9K
|
9.33K
$404K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
356+ 5.86% |
$19K - $19.3K
|
6.43K
$278K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
355New |
$19K - $19.3K
|
355
$15.4K
|
|
Nov 05, 2021
Q3 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
308+ 6.0% |
$16.5K - $16.7K
|
5.44K
$235K
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
307+ 2.56% |
$16.4K - $16.7K
|
12.3K
$533K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
266+ 0.24% |
$14.2K - $14.4K
|
111K
$4.82M
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
261+ 0.8% |
$14K - $14.2K
|
32.9K
$1.43M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
247New |
$13.2K - $13.4K
|
247
$10.7K
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
167New |
$8.93K - $9.07K
|
167
$7.23K
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
166+ 1.63% |
$8.88K - $9.02K
|
10.4K
$448K
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
156New |
$8.35K - $8.47K
|
156
$6.75K
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
125New |
$6.69K - $6.79K
|
125
$5.41K
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
114New |
$6.1K - $6.19K
|
114
$4.94K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
101New |
$5.4K - $5.49K
|
101
$4.37K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
80+ 0.04% |
$4.28K - $4.34K
|
194K
$8.39M
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
78+ 1.34% |
$4.17K - $4.24K
|
5.89K
$255K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
45New |
$2.41K - $2.44K
|
45
$1.95K
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
44+ 0.07% |
$2.35K - $2.39K
|
61.6K
$2.67M
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
39+ 0.32% |
$2.09K - $2.12K
|
12.1K
$522K
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
24+ 0.61% |
$1.28K - $1.3K
|
3.97K
$172K
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3+ 0.06% |
$161 - $163
|
4.99K
$216K
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.42% |
$161 - $163
|
716
$31K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3+ 0.04% |
$161 - $163
|
8.16K
$353K
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2- 0.06% |
$107 - $109
|
3.08K
$133K
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5- 0.05% |
$268 - $272
|
9.99K
$433K
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-19- 0.12% |
$1.02K - $1.03K
|
16.3K
$707K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-29- 0.1% |
$1.55K - $1.57K
|
30.5K
$1.32M
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-31- 0.07% |
$1.66K - $1.68K
|
45.9K
$1.99M
|
|
Oct 21, 2021
Q3 2021
|
Chiron Capital Management, LLC
|
SELL
|
- |
-143- 0.6% |
$7.65K - $7.77K
|
23.6K
$1.02M
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-176- 5.02% |
$9.42K - $9.56K
|
3.33K
$144K
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-220- 63.77% |
$11.8K - $11.9K
|
125
$5.41K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-250- 21.08% |
$13.4K - $13.6K
|
936
$40.5K
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-258- 0.97% |
$13.8K - $14K
|
26.3K
$1.14M
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-334- 0.76% |
$17.9K - $18.1K
|
43.5K
$1.88M
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-336- 2.33% |
$18K - $18.2K
|
14.1K
$608K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-344Closed |
$18.4K - $18.7K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-444- 1.24% |
$23.8K - $24.1K
|
35.4K
$1.53M
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-472- 1.83% |
$25.3K - $25.6K
|
25.3K
$1.09M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-493- 2.65% |
$26.4K - $26.8K
|
18.1K
$784K
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-496- 1.64% |
$26.5K - $26.9K
|
29.8K
$1.29M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-565- 50.58% |
$30.2K - $30.7K
|
552
$23.9K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-612- 0.58% |
$32.7K - $33.2K
|
105K
$4.53M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-698- 3.61% |
$37.3K - $37.9K
|
18.6K
$806K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-856- 19.37% |
$45.8K - $46.5K
|
3.56K
$154K
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-870- 1.18% |
$46.5K - $47.2K
|
72.8K
$3.15M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-902- 6.0% |
$48.3K - $49K
|
14.1K
$612K
|
|
Nov 16, 2021
Q3 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-915- 2.41% |
$49K - $49.7K
|
37K
$1.6M
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-931- 12.29% |
$49.8K - $50.6K
|
6.65K
$288K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-965- 4.0% |
$51.6K - $52.4K
|
23.2K
$1M
|