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 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.12K- 0.49% |
$48.4K - $53.5K
|
229K
$9.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.15K- 6.34% |
$49.7K - $54.9K
|
17K
$731K
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.22K- 17.85% |
$52.7K - $58.2K
|
5.62K
$241K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.24K- 11.8% |
$53.5K - $59.1K
|
9.25K
$397K
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.38K- 8.98% |
$59.6K - $65.8K
|
14K
$601K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.39K- 1.0% |
$60.1K - $66.4K
|
138K
$5.93M
|
|
|
Oct 13, 2022
Q3 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1.51K- 6.27% |
$65.2K - $71.9K
|
22.6K
$969K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.54K- 3.25% |
$66.3K - $73.2K
|
45.7K
$1.96M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.58K- 13.08% |
$68.1K - $75.1K
|
10.5K
$450K
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.62K- 4.71% |
$69.8K - $77.1K
|
32.7K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.64K- 2.29% |
$70.9K - $78.2K
|
70.1K
$3.01M
|
|
|
Oct 13, 2022
Q3 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-1.78K- 13.77% |
$76.7K - $84.7K
|
11.1K
$478K
|
|
|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.83K- 16.87% |
$79K - $87.2K
|
9.01K
$387K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.86K- 32.75% |
$80.5K - $88.9K
|
3.83K
$164K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.9K- 1.13% |
$82.3K - $90.8K
|
167K
$7.17M
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-1.97K- 12.6% |
$85.2K - $94.1K
|
13.7K
$587K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.07K- 18.69% |
$89.4K - $98.8K
|
9.01K
$387K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-2.08K- 11.45% |
$89.7K - $99K
|
16K
$689K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.21K- 81.54% |
$95.4K - $105K
|
500
$21.5K
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.32K- 3.14% |
$100K - $111K
|
71.5K
$3.07M
|
|
|
Nov 02, 2022
Q3 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.66K- 11.78% |
$115K - $127K
|
20K
$857K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.73K- 5.95% |
$118K - $130K
|
43.1K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.8K- 3.26% |
$121K - $134K
|
83.3K
$3.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.84K- 5.93% |
$123K - $136K
|
45.1K
$1.94M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.91K- 54.84% |
$126K - $139K
|
2.4K
$103K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3.16K- 25.23% |
$137K - $151K
|
9.38K
$403K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-3.19K- 1.7% |
$138K - $152K
|
185K
$7.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.36K- 11.29% |
$145K - $160K
|
26.4K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.56K- 23.48% |
$154K - $170K
|
11.6K
$498K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.6K- 14.18% |
$155K - $172K
|
21.8K
$934K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.6K- 1.68% |
$156K - $172K
|
211K
$9.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.64K- 14.94% |
$157K - $174K
|
20.7K
$890K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-3.79K- 9.76% |
$164K - $181K
|
35.1K
$1.51M
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-3.85K- 17.97% |
$166K - $184K
|
17.6K
$754K
|
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-3.94K- 0.71% |
$170K - $188K
|
548K
$23.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.97K- 12.12% |
$171K - $189K
|
28.8K
$1.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.25K- 3.3% |
$184K - $203K
|
125K
$5.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.45K- 3.04% |
$192K - $212K
|
142K
$6.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.81K- 2.29% |
$208K - $230K
|
205K
$8.82M
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.83KClosed |
$208K - $230K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.99K- 13.6% |
$216K - $238K
|
31.7K
$1.36M
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-5.25K- 13.67% |
$227K - $250K
|
33.1K
$1.42M
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
SELL
|
- |
-5.43K- 0.48% |
$235K - $259K
|
1.13M
$48.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
SELL
|
- |
-5.81K- 17.85% |
$251K - $277K
|
26.7K
$1.15M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.98K- 2.46% |
$259K - $285K
|
238K
$10.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.98K- 2.46% |
$259K - $285K
|
238K
$10.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-6.25K- 15.82% |
$270K - $298K
|
33.3K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-6.37K- 12.78% |
$275K - $304K
|
43.5K
$1.87M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.4K- 2.03% |
$276K - $305K
|
309K
$13.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-6.55K- 12.45% |
$283K - $313K
|
46.1K
$1.98M
|