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 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
251+ 0.15% |
$10.8K - $12K
|
169K
$7.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
163+ 0.71% |
$7.04K - $7.78K
|
23.1K
$994K
|
|
|
Nov 07, 2022
Q3 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
132+ 1.11% |
$5.7K - $6.3K
|
12K
$515K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
103+ 2.72% |
$4.45K - $4.91K
|
3.89K
$167K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
65+ 0.04% |
$2.81K - $3.1K
|
180K
$7.73M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$1.73K - $1.91K
|
40
$1.72K
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
40+ 0.64% |
$1.73K - $1.91K
|
6.31K
$271K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
36+ 1.26% |
$1.56K - $1.72K
|
2.88K
$124K
|
|
|
Nov 08, 2022
Q3 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
29+ 0.01% |
$1.25K - $1.38K
|
261K
$11.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
29+ 0.91% |
$1.25K - $1.38K
|
3.23K
$139K
|
|
|
Oct 21, 2022
Q3 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
28+ 0.03% |
$1.21K - $1.34K
|
90.6K
$3.89M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
23+ 0.16% |
$994 - $1.1K
|
14.2K
$610K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13+ 0.86% |
$562 - $620
|
1.53K
$65.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 2.15% |
$302 - $334
|
333
$14.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
5+ 0.09% |
$216 - $239
|
5.46K
$234K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.82% |
$130 - $143
|
368
$15.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-5- 1.29% |
$216 - $239
|
384
$16.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-7- 0.07% |
$302 - $334
|
9.38K
$403K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-30- 3.0% |
$1.3K - $1.43K
|
970
$41.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-41- 0.2% |
$1.77K - $1.96K
|
20.5K
$880K
|
|
|
Oct 14, 2022
Q3 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-153- 3.13% |
$6.61K - $7.3K
|
4.73K
$203K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-196- 7.49% |
$8.47K - $9.35K
|
2.42K
$104K
|
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-201- 2.37% |
$8.69K - $9.59K
|
8.27K
$355K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-213- 1.79% |
$9.2K - $10.2K
|
11.7K
$502K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-215- 0.76% |
$9.29K - $10.3K
|
27.9K
$1.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-229- 3.69% |
$9.9K - $10.9K
|
5.97K
$257K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-287- 1.31% |
$12.4K - $13.7K
|
21.6K
$927K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-300- 13.64% |
$13K - $14.3K
|
1.9K
$81.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-346- 3.45% |
$15K - $16.5K
|
9.67K
$415K
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
SELL
|
- |
-349- 1.83% |
$15.1K - $16.7K
|
18.8K
$806K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-415- 5.58% |
$17.9K - $19.8K
|
7.02K
$302K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-437- 2.41% |
$18.9K - $20.8K
|
17.7K
$759K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-486- 0.22% |
$21K - $23.2K
|
224K
$9.62M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-543- 1.48% |
$23.5K - $25.9K
|
36.1K
$1.55M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-581- 5.01% |
$25.1K - $27.7K
|
11K
$473K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-581- 8.67% |
$25.1K - $27.7K
|
6.12K
$263K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-603- 3.1% |
$26.1K - $28.8K
|
18.8K
$810K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-633- 6.1% |
$27.4K - $30.2K
|
9.74K
$418K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-641- 2.04% |
$27.7K - $30.6K
|
30.8K
$1.32M
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
SELL
|
- |
-650- 6.18% |
$28.1K - $31K
|
9.87K
$424K
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-750- 3.17% |
$32.4K - $35.8K
|
22.9K
$984K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-801- 12.61% |
$34.6K - $38.2K
|
5.55K
$238K
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-811- 2.71% |
$35K - $38.7K
|
29.1K
$1.25M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-841- 5.15% |
$36.3K - $40.1K
|
15.5K
$665K
|
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-890- 4.16% |
$38.5K - $42.5K
|
20.5K
$880K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-969- 0.91% |
$41.9K - $46.2K
|
105K
$4.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-971- 3.39% |
$42K - $46.3K
|
27.7K
$1.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1K- 16.72% |
$43.2K - $47.7K
|
4.98K
$214K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.03K- 3.55% |
$44.3K - $48.9K
|
27.8K
$1.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-1.11K- 2.65% |
$48.1K - $53.1K
|
40.9K
$1.76M
|