Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
717KNew |
$30.2M - $32.4M
|
717K
$31.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
647K+ 408.63% |
$27.2M - $29.2M
|
805K
$35M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
438K+ 141.86% |
$18.4M - $19.8M
|
747K
$32.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
428K+ 48.32% |
$18M - $19.3M
|
1.31M
$57.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
422KNew |
$17.8M - $19M
|
422K
$18.4M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
403K+ 127.9% |
$17M - $18.2M
|
717K
$31.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
370KNew |
$15.6M - $16.7M
|
370K
$16.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
362KNew |
$15.3M - $16.3M
|
362K
$15.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
350KNew |
$14.8M - $15.8M
|
350K
$15.2M
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
332KNew |
$14M - $15M
|
332K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
332K+ 156.07% |
$14M - $15M
|
544K
$23.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
282K+ 980.71% |
$11.9M - $12.7M
|
311K
$13.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
278K+ 10.76% |
$11.7M - $12.6M
|
2.87M
$125M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
268K+ 45.01% |
$11.3M - $12.1M
|
864K
$37.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
259K+ 55.49% |
$10.9M - $11.7M
|
727K
$31.6M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
231KNew |
$9.74M - $10.4M
|
231K
$10.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
231K+ 4.66% |
$9.71M - $10.4M
|
5.18M
$225M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
216KNew |
$9.11M - $9.76M
|
216K
$9.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
178K+ 14.36% |
$7.48M - $8.01M
|
1.41M
$61.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
146KNew |
$6.15M - $6.58M
|
146K
$6.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
140K+ 39.17% |
$5.9M - $6.32M
|
498K
$21.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
137K+ 194.91% |
$5.77M - $6.18M
|
207K
$9.01M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
127K+ 153.8% |
$5.35M - $5.73M
|
210K
$9.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
126K+ 29.15% |
$5.29M - $5.66M
|
556K
$24.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
125K+ 128.12% |
$5.24M - $5.62M
|
222K
$9.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
118K+ 10.24% |
$4.97M - $5.32M
|
1.27M
$55.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
99.1KNew |
$4.18M - $4.47M
|
99.1K
$4.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
98.8K+ 5.66% |
$4.16M - $4.45M
|
1.84M
$80.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
94.8K+ 4398.84% |
$3.99M - $4.27M
|
96.9K
$4.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
94K+ 38.71% |
$3.96M - $4.24M
|
337K
$14.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
BUY
|
- |
76KNew |
$3.2M - $3.43M
|
76K
$3.3M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
71.3K+ 403.67% |
$3M - $3.22M
|
89K
$3.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
71KNew |
$2.99M - $3.2M
|
71K
$3.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
69.2K+ 13.7% |
$2.92M - $3.12M
|
575K
$25M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
60.3K+ 3.87% |
$2.54M - $2.72M
|
1.62M
$70.3M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59.1K+ 45.25% |
$2.49M - $2.67M
|
190K
$8.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
59K+ 25.81% |
$2.48M - $2.66M
|
288K
$12.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.6K+ 15.66% |
$2.34M - $2.51M
|
411K
$17.9M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
49.5KNew |
$2.08M - $2.23M
|
49.5K
$2.15M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
42.1KNew |
$1.77M - $1.9M
|
42.1K
$1.83M
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
38.7K+ 821.15% |
$1.63M - $1.75M
|
43.4K
$1.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
38.2KNew |
$1.61M - $1.72M
|
38.2K
$1.66M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
35.9K+ 11.72% |
$1.51M - $1.62M
|
342K
$14.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
35.8KNew |
$1.51M - $1.62M
|
35.8K
$1.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
33.6K+ 38.6% |
$1.42M - $1.52M
|
121K
$5.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32.8K+ 75.41% |
$1.38M - $1.48M
|
76.4K
$3.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.8K+ 26.34% |
$1.38M - $1.48M
|
157K
$6.84M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.1K+ 8.89% |
$1.35M - $1.45M
|
393K
$17.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
31.6K+ 19.32% |
$1.33M - $1.43M
|
195K
$8.48M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
31.6KNew |
$1.33M - $1.42M
|
31.6K
$1.37M
|