Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.73MNew |
$85.2M - $91.6M
|
1.73M
$75.7M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
514K+ 27.58% |
$25.3M - $27.2M
|
2.38M
$104M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
302K+ 395.1% |
$14.9M - $16M
|
379K
$16.6M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
284K+ 924.45% |
$14M - $15M
|
315K
$13.8M
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
266K+ 21.75% |
$13.1M - $14.1M
|
1.49M
$65M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
261K+ 2926.43% |
$12.8M - $13.8M
|
270K
$11.8M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
258KNew |
$12.7M - $13.6M
|
258K
$11.3M
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
241K+ 6082.44% |
$11.9M - $12.8M
|
245K
$10.7M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
200K+ 322.95% |
$9.82M - $10.6M
|
262K
$11.4M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
181KNew |
$8.91M - $9.58M
|
181K
$7.93M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
174K+ 237.2% |
$8.55M - $9.19M
|
247K
$10.8M
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
136K+ 158600.0% |
$6.71M - $7.22M
|
136K
$5.97M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
131K+ 1796.43% |
$6.43M - $6.92M
|
138K
$6.04M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
122K+ 110.32% |
$6.02M - $6.48M
|
233K
$10.2M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
122K+ 110.32% |
$6.02M - $6.48M
|
233K
$10.2M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
115K+ 27.59% |
$5.65M - $6.08M
|
532K
$23.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
87.1KNew |
$4.29M - $4.61M
|
87.1K
$3.81M
|
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
86.6K+ 26.59% |
$4.26M - $4.58M
|
412K
$18M
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
68.9K+ 14.07% |
$3.39M - $3.65M
|
559K
$24.4M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
68.6KNew |
$3.37M - $3.63M
|
68.6K
$3M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
61.3K+ 25.22% |
$3.02M - $3.24M
|
304K
$13.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
51.7K+ 16.61% |
$2.54M - $2.74M
|
363K
$15.9M
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
50.5K+ 96.93% |
$2.48M - $2.67M
|
103K
$4.48M
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
49.1K+ 4.03% |
$2.42M - $2.6M
|
1.27M
$55.5M
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
45.4K+ 8.92% |
$2.23M - $2.4M
|
555K
$24.3M
|
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
43.2KNew |
$2.12M - $2.28M
|
43.2K
$1.89M
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
40.4KNew |
$1.99M - $2.14M
|
40.4K
$1.77M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
39.3K+ 84.03% |
$1.93M - $2.08M
|
86.2K
$3.77M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
36K+ 500.13% |
$1.77M - $1.9M
|
43.2K
$1.89M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.8K+ 23.9% |
$1.71M - $1.84M
|
181K
$7.9M
|
|
|
May 09, 2022
Q1 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
34.5K+ 43.71% |
$1.7M - $1.82M
|
113K
$4.96M
|
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
34K+ 2.99% |
$1.67M - $1.8M
|
1.17M
$51.2M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
29.3KNew |
$1.44M - $1.55M
|
29.3K
$1.28M
|
|
|
May 05, 2022
Q1 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
29.3K+ 14.06% |
$1.44M - $1.55M
|
238K
$10.4M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
27.4K+ 108.71% |
$1.35M - $1.45M
|
52.6K
$2.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
26.7KNew |
$1.31M - $1.41M
|
26.7K
$1.17M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
25K+ 27.3% |
$1.23M - $1.33M
|
117K
$5.11M
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
24.2K+ 28.95% |
$1.19M - $1.28M
|
108K
$4.71M
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
23.2K+ 19.22% |
$1.14M - $1.23M
|
144K
$6.31M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.5KNew |
$1.1M - $1.19M
|
22.5K
$982K
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
22.2K+ 2.87% |
$1.09M - $1.18M
|
797K
$34.8M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.8K+ 9.08% |
$874K - $940K
|
214K
$9.34M
|
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
17.7K+ 16.37% |
$872K - $938K
|
126K
$5.51M
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
12.8K+ 4.22% |
$632K - $679K
|
317K
$13.9M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
12.8K+ 48.67% |
$628K - $676K
|
39K
$1.71M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
12.6K+ 80.66% |
$622K - $669K
|
28.3K
$1.24M
|
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
12.5K+ 9.44% |
$615K - $662K
|
145K
$6.34M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.3K+ 22.87% |
$555K - $597K
|
60.6K
$2.65M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$530K - $570K
|
10.8K
$472K
|
|
|
May 05, 2022
Q1 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
10.7K+ 6.63% |
$525K - $565K
|
172K
$7.52M
|