Purchases and Sales Made in Q3 2022 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 2022. 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 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.15K+ 13.13% |
$222K - $246K
|
44.4K
$1.91M
|
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.72KNew |
$204K - $225K
|
4.72K
$203K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.42K+ 5.66% |
$191K - $211K
|
82.6K
$3.55M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.41K+ 5.33% |
$191K - $210K
|
87.1K
$3.74M
|
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3.76K+ 5.66% |
$163K - $180K
|
70.3K
$3.02M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
3.74K+ 83.99% |
$162K - $178K
|
8.2K
$352K
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.73KNew |
$161K - $178K
|
3.73K
$160K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.53K+ 26.66% |
$152K - $168K
|
16.8K
$720K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.49K+ 3.06% |
$151K - $166K
|
117K
$5.04M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
3.05K+ 1.37% |
$132K - $145K
|
226K
$9.71M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.9KNew |
$125K - $138K
|
2.9K
$125K
|
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.85K+ 25.78% |
$123K - $136K
|
13.9K
$597K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.79K+ 6.86% |
$121K - $133K
|
43.5K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.71K+ 1.43% |
$117K - $129K
|
192K
$8.24M
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.55K+ 5.06% |
$110K - $121K
|
52.8K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.35K+ 0.55% |
$101K - $112K
|
431K
$18.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.31K+ 0.9% |
$99.9K - $110K
|
259K
$11.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.87K+ 2.02% |
$80.9K - $89.3K
|
94.7K
$4.07M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.84K+ 8.19% |
$79.4K - $87.7K
|
24.3K
$1.04M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.79K+ 27.67% |
$77.3K - $85.4K
|
8.26K
$355K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.55KNew |
$67.1K - $74.1K
|
1.55K
$66.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
BUY
|
- |
1.47K+ 4.82% |
$63.5K - $70.1K
|
32K
$1.37M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 12.44% |
$59.5K - $65.6K
|
12.4K
$534K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.36K+ 169.92% |
$58.6K - $64.7K
|
2.15K
$92.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.27K+ 0.53% |
$54.8K - $60.5K
|
243K
$10.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.17K+ 4.03% |
$50.7K - $56K
|
30.3K
$1.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.14K+ 20.2% |
$49.1K - $54.2K
|
6.77K
$291K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.11K+ 1.3% |
$47.7K - $52.7K
|
86K
$3.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.04K+ 0.71% |
$45K - $49.7K
|
147K
$6.31M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
1.02K+ 1.19% |
$44.2K - $48.8K
|
87.1K
$3.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
990+ 2.98% |
$42.8K - $47.2K
|
34.2K
$1.47M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
937+ 3.25% |
$40.5K - $44.7K
|
29.8K
$1.28M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
934New |
$40.4K - $44.6K
|
934
$40.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
923+ 0.61% |
$39.9K - $44K
|
152K
$6.55M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
614+ 3.15% |
$26.5K - $29.3K
|
20.1K
$863K
|
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
610+ 2.55% |
$26.4K - $29.1K
|
24.5K
$1.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
603New |
$26.1K - $28.8K
|
603
$25.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
594+ 9.68% |
$25.7K - $28.3K
|
6.73K
$289K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
549+ 1.13% |
$23.7K - $26.2K
|
49.2K
$2.11M
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
523+ 1.99% |
$22.6K - $25K
|
26.8K
$1.15M
|
|
|
Nov 01, 2022
Q3 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
522+ 2.01% |
$22.6K - $24.9K
|
26.4K
$1.14M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
475+ 6.73% |
$20.5K - $22.7K
|
7.53K
$323K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
460+ 1.26% |
$19.9K - $21.9K
|
37K
$1.59M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
420New |
$18.1K - $20K
|
420
$18K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
418New |
$18.1K - $19.9K
|
418
$18K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
390+ 0.42% |
$16.9K - $18.6K
|
92.9K
$3.99M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
345+ 2.53% |
$14.9K - $16.5K
|
14K
$600K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
308+ 159.59% |
$13.3K - $14.7K
|
501
$21.5K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
270+ 0.84% |
$11.7K - $12.9K
|
32.3K
$1.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
261+ 0.95% |
$11.3K - $12.5K
|
27.7K
$1.19M
|