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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-965- 4.0% |
$51.6K - $52.4K
|
23.2K
$1.01M
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-992- 7.25% |
$53.1K - $53.9K
|
12.7K
$550K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.02K- 3.37% |
$54.4K - $55.2K
|
29.2K
$1.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.05K- 13.13% |
$56.4K - $57.2K
|
6.98K
$302K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.13K- 1.15% |
$60.5K - $61.4K
|
97.1K
$4.21M
|
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.17K- 0.61% |
$62.8K - $63.7K
|
190K
$8.25M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.35K- 16.35% |
$72.1K - $73.2K
|
6.89K
$299K
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.44K- 2.53% |
$76.8K - $78K
|
55.3K
$2.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.46K- 83.44% |
$78.2K - $79.3K
|
290
$12.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.53K- 11.43% |
$81.8K - $83K
|
11.9K
$514K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.54K- 2.0% |
$82.2K - $83.5K
|
75.1K
$3.26M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.54K- 14.08% |
$82.3K - $83.5K
|
9.39K
$407K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.73K- 26.86% |
$92.4K - $93.8K
|
4.71K
$204K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.8KClosed |
$96.1K - $97.6K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-1.93K- 12.36% |
$103K - $105K
|
13.7K
$593K
|
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
SELL
|
- |
-1.99K- 7.84% |
$106K - $108K
|
23.4K
$1.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.34K- 2.52% |
$125K - $127K
|
90.4K
$3.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-2.65KClosed |
$142K - $144K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.89K- 9.3% |
$155K - $157K
|
28.2K
$1.22M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-3.24K- 33.24% |
$174K - $176K
|
6.52K
$282K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.6K- 4.5% |
$192K - $195K
|
76.4K
$3.31M
|
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
SELL
|
- |
-3.62K- 8.89% |
$193K - $196K
|
37K
$1.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.22K- 3.16% |
$226K - $229K
|
129K
$5.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
SELL
|
- |
-4.73KClosed |
$253K - $257K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
SELL
|
- |
-4.74K- 5.1% |
$254K - $258K
|
88.2K
$3.82M
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.78K- 3.97% |
$255K - $259K
|
115K
$5M
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-5.02K- 8.22% |
$268K - $272K
|
56K
$2.43M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-5.12K- 48.3% |
$274K - $278K
|
5.48K
$238K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-5.57K- 6.49% |
$298K - $302K
|
80.2K
$3.48M
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-5.67K- 6.25% |
$304K - $308K
|
85.1K
$3.69M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.54KClosed |
$350K - $355K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6.67K- 55.85% |
$357K - $362K
|
5.27K
$228K
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-7.03KClosed |
$376K - $382K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-8K- 13.64% |
$428K - $434K
|
50.6K
$2.19M
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-8.65KClosed |
$463K - $470K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-8.77KClosed |
$469K - $476K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.3K- 4.28% |
$497K - $505K
|
208K
$9.01M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9.4K- 44.16% |
$503K - $511K
|
11.9K
$515K
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-9.5K- 33.18% |
$508K - $516K
|
19.1K
$829K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.55K- 20.15% |
$511K - $519K
|
37.8K
$1.64M
|
|
|
Nov 04, 2021
Q3 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-9.78K- 2.04% |
$523K - $531K
|
470K
$20.4M
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-10.6K- 16.77% |
$567K - $575K
|
52.6K
$2.28M
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-11.2K- 2.48% |
$602K - $611K
|
443K
$19.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 34.51% |
$609K - $618K
|
21.6K
$936K
|
|
|
Nov 10, 2021
Q3 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-11.9K- 7.62% |
$635K - $644K
|
144K
$6.23M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.3K- 3.96% |
$656K - $666K
|
297K
$12.9M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.4K- 2.48% |
$666K - $676K
|
490K
$21.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-13.2KClosed |
$707K - $718K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-13.5KClosed |
$722K - $733K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-14.1KClosed |
$755K - $766K
|
0
$0
|