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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-15.6K- 7.28% |
$834K - $846K
|
199K
$8.6M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-16.3K- 6.24% |
$871K - $884K
|
244K
$10.6M
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-17K- 28.7% |
$911K - $925K
|
42.3K
$1.83M
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17.2KClosed |
$921K - $935K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-26.1K- 5.17% |
$1.4M - $1.42M
|
480K
$20.8M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-27.3K- 29.27% |
$1.46M - $1.48M
|
65.9K
$2.85M
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-29.4K- 42.37% |
$1.57M - $1.6M
|
40K
$1.73M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-33.5K- 13.6% |
$1.79M - $1.82M
|
213K
$9.2M
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-44.1KClosed |
$2.36M - $2.4M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-44.7K- 61.4% |
$2.39M - $2.43M
|
28.1K
$1.22M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-46.6K- 22.52% |
$2.5M - $2.53M
|
160K
$6.95M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-60.2KClosed |
$3.22M - $3.27M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-61.8KClosed |
$3.31M - $3.36M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-63.4K- 80.52% |
$3.39M - $3.44M
|
15.3K
$664K
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-63.8KClosed |
$3.41M - $3.47M
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-65.6KClosed |
$3.51M - $3.56M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-66K- 46.66% |
$3.53M - $3.58M
|
75.4K
$3.27M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-68.7K- 8.79% |
$3.67M - $3.73M
|
713K
$30.9M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-77.2K- 19.83% |
$4.13M - $4.19M
|
312K
$13.5M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-77.9K- 20.24% |
$4.17M - $4.23M
|
307K
$13.3M
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-82.1K- 6.92% |
$4.39M - $4.46M
|
1.1M
$47.8M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-88.9K- 4.35% |
$4.75M - $4.83M
|
1.95M
$84.6M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-102K- 89.64% |
$5.46M - $5.55M
|
11.8K
$511K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-152K- 6.05% |
$8.11M - $8.24M
|
2.36M
$102M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-168K- 28.06% |
$9.01M - $9.15M
|
432K
$18.7M
|
|
Oct 29, 2021
Q3 2021
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-186KClosed |
$9.95M - $10.1M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-199K- 3.34% |
$10.7M - $10.8M
|
5.77M
$250M
|
|
Oct 08, 2021
Q3 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-338KClosed |
$18.1M - $18.4M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-381KClosed |
$20.4M - $20.7M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-391K- 66.61% |
$20.9M - $21.2M
|
196K
$8.48M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.06M- 94.14% |
$56.7M - $57.6M
|
66K
$2.86M
|