Purchases and Sales Made in Q3 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-10.6K- 12.08% |
$446K - $472K
|
77.2K
$3.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-11K- 2.72% |
$463K - $491K
|
395K
$16.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-12K- 4.69% |
$503K - $533K
|
243K
$10.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13K- 3.44% |
$546K - $579K
|
365K
$15.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.3K- 7.14% |
$600K - $636K
|
186K
$7.99M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-14.5K- 16.47% |
$607K - $643K
|
73.3K
$3.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-15.7K- 64.21% |
$658K - $697K
|
8.73K
$375K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-18.2K- 37.33% |
$763K - $809K
|
30.5K
$1.31M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-18.6K- 27.68% |
$781K - $828K
|
48.6K
$2.09M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-18.8K- 11.27% |
$790K - $837K
|
148K
$6.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-19.3K- 87.5% |
$808K - $857K
|
2.75K
$118K
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-19.3K- 2.61% |
$810K - $859K
|
721K
$31M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-19.6K- 9.16% |
$824K - $874K
|
195K
$8.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-20.7K- 11.85% |
$868K - $920K
|
154K
$6.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-21.1K- 33.51% |
$885K - $938K
|
41.8K
$1.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-22.2K- 34.9% |
$930K - $986K
|
41.3K
$1.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-23.8K- 3.25% |
$999K - $1.06M
|
708K
$30.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-25.5K- 10.65% |
$1.07M - $1.14M
|
214K
$9.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-26.7K- 10.22% |
$1.12M - $1.19M
|
235K
$10.1M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-27K- 37.92% |
$1.13M - $1.2M
|
44.2K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-30.5K- 12.02% |
$1.28M - $1.36M
|
223K
$9.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33.3K- 93.75% |
$1.4M - $1.48M
|
2.22K
$95.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-35.7K- 12.41% |
$1.5M - $1.59M
|
252K
$10.8M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-37.6K- 43.47% |
$1.58M - $1.67M
|
48.9K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-41.8K- 8.49% |
$1.75M - $1.86M
|
450K
$19.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46.5K- 4.76% |
$1.95M - $2.07M
|
929K
$39.9M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-54.9K- 15.88% |
$2.3M - $2.44M
|
291K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-62.6K- 23.45% |
$2.63M - $2.79M
|
204K
$8.78M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-65.6K- 82.86% |
$2.75M - $2.92M
|
13.6K
$582K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-68.4K- 25.98% |
$2.87M - $3.04M
|
195K
$8.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-85.2K- 6.79% |
$3.58M - $3.79M
|
1.17M
$50.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-95.8K- 14.8% |
$4.02M - $4.26M
|
551K
$23.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-98.8K- 13.27% |
$4.15M - $4.4M
|
646K
$27.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-109K- 2.45% |
$4.57M - $4.84M
|
4.34M
$186M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-131K- 59.53% |
$5.51M - $5.84M
|
89.2K
$3.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-142K- 16.24% |
$5.95M - $6.3M
|
731K
$31.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-204K- 15.73% |
$8.55M - $9.06M
|
1.09M
$46.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-1.13M- 98.41% |
$47.3M - $50.2M
|
18.2K
$781K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.16M- 99.6% |
$48.8M - $51.7M
|
4.62K
$199K
|