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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
28.2K+ 18.99% |
$1.19M - $1.27M
|
176K
$7.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.3KNew |
$1.02M - $1.09M
|
24.3K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23K+ 13.56% |
$967K - $1.04M
|
192K
$8.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.6K+ 21.9% |
$741K - $793K
|
97.9K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.9K+ 57.38% |
$670K - $717K
|
43.6K
$1.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.8KNew |
$581K - $622K
|
13.8K
$592K
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
13.6KNew |
$573K - $614K
|
13.6K
$584K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
13.5K+ 48.91% |
$570K - $611K
|
41.2K
$1.77M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
13.4KNew |
$566K - $607K
|
13.4K
$578K
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
12.2KNew |
$515K - $551K
|
12.2K
$525K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
12.2K+ 13.12% |
$514K - $550K
|
105K
$4.51M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
11.7KNew |
$494K - $529K
|
11.7K
$504K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
11.6K+ 129.32% |
$490K - $525K
|
20.7K
$887K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
11.4K+ 90.98% |
$481K - $515K
|
24K
$1.03M
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
10KNew |
$422K - $452K
|
10K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.61K+ 15.93% |
$405K - $434K
|
69.9K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9.53K+ 14.34% |
$401K - $430K
|
76K
$3.26M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
9.51KNew |
$400K - $429K
|
9.51K
$408K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
8.93KNew |
$376K - $403K
|
8.93K
$384K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
8.87K+ 148.51% |
$374K - $400K
|
14.8K
$638K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.97K+ 27.36% |
$336K - $360K
|
37.1K
$1.59M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.91KNew |
$333K - $357K
|
7.91K
$340K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
7.75K+ 69.66% |
$326K - $349K
|
18.9K
$810K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
7.41K+ 1.64% |
$312K - $334K
|
461K
$19.8M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.24KNew |
$305K - $327K
|
7.24K
$311K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
7.02K+ 46.33% |
$296K - $317K
|
22.2K
$953K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7K+ 15.77% |
$295K - $316K
|
51.4K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.23KNew |
$262K - $281K
|
6.23K
$268K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
6.19K+ 52.23% |
$261K - $279K
|
18K
$775K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.86KNew |
$247K - $264K
|
5.86K
$252K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.72KNew |
$241K - $258K
|
5.72K
$246K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.47K+ 3.96% |
$230K - $247K
|
144K
$6.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.29K+ 28.07% |
$223K - $239K
|
24.1K
$1.04M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.14K+ 29.68% |
$216K - $232K
|
22.5K
$965K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.09K+ 16.79% |
$214K - $229K
|
35.4K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
5.03KNew |
$212K - $227K
|
5.03K
$216K
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4.92K+ 28.04% |
$207K - $222K
|
22.5K
$966K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.89KNew |
$206K - $220K
|
4.89K
$210K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.86KNew |
$205K - $219K
|
4.86K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
4.56KNew |
$192K - $206K
|
4.56K
$196K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.55KNew |
$192K - $205K
|
4.55K
$196K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.39K+ 14.72% |
$185K - $198K
|
34.2K
$1.47M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
4.24K+ 8.6% |
$179K - $191K
|
53.6K
$2.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.02K+ 18.77% |
$169K - $181K
|
25.4K
$1.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.01KNew |
$169K - $181K
|
4.01K
$172K
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.75K+ 13.5% |
$158K - $169K
|
31.6K
$1.36M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.69K+ 2.28% |
$155K - $166K
|
166K
$7.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.51K+ 2.3% |
$148K - $158K
|
156K
$6.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.25K+ 19.37% |
$137K - $146K
|
20K
$859K
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
3.04K+ 2.17% |
$128K - $137K
|
143K
$6.15M
|