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 10, 2022
Q1 2022
|
Keystone Financial Services
|
BUY
|
- |
10.6KNew |
$522K - $561K
|
10.6K
$464K
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
10.6K+ 28.74% |
$521K - $561K
|
47.5K
$2.08M
|
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
10.5K+ 15.03% |
$518K - $557K
|
80.7K
$3.53M
|
|
|
Apr 26, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.5K+ 174.05% |
$518K - $557K
|
16.6K
$725K
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.5KNew |
$514K - $553K
|
10.5K
$458K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
10.1K+ 14.4% |
$497K - $535K
|
80.3K
$3.51M
|
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
BUY
|
- |
8.88K+ 4.52% |
$437K - $470K
|
205K
$8.98M
|
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
8.41KNew |
$414K - $445K
|
8.41K
$368K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
8.03K+ 1.1% |
$395K - $425K
|
741K
$32.4M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.56K+ 2.72% |
$372K - $400K
|
286K
$12.5M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.38K+ 10.31% |
$363K - $390K
|
78.9K
$3.45M
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
7.17K+ 9.56% |
$353K - $379K
|
82.2K
$3.59M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.82K+ 33.48% |
$335K - $361K
|
27.2K
$1.19M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.79K+ 14.95% |
$334K - $359K
|
52.2K
$2.28M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.75K+ 26.56% |
$332K - $357K
|
32.1K
$1.41M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
6.62K+ 28.93% |
$326K - $350K
|
29.5K
$1.29M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.52K+ 15.51% |
$321K - $345K
|
48.6K
$2.12M
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.48K+ 7.37% |
$319K - $343K
|
94.4K
$4.13M
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6.33K+ 19.93% |
$311K - $335K
|
38.1K
$1.67M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.28K+ 19.97% |
$309K - $332K
|
37.7K
$1.65M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.04K+ 4.7% |
$297K - $319K
|
134K
$5.88M
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
5.66K+ 32.09% |
$278K - $299K
|
23.3K
$1.02M
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
5.66K+ 15.48% |
$278K - $299K
|
42.2K
$1.85M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.5KNew |
$270K - $291K
|
5.5K
$241K
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.93K+ 9.24% |
$242K - $261K
|
58.3K
$2.55M
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.81K+ 28.83% |
$237K - $255K
|
21.5K
$941K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.8K+ 2.36% |
$236K - $254K
|
208K
$9.09M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.79K+ 11.11% |
$236K - $253K
|
47.9K
$2.1M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
4.47K+ 11.31% |
$220K - $237K
|
44K
$1.93M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.29KNew |
$211K - $227K
|
4.29K
$187K
|
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.28KNew |
$211K - $227K
|
4.28K
$187K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.77KNew |
$185K - $199K
|
3.77K
$165K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.57K+ 2.16% |
$176K - $189K
|
169K
$7.37M
|
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.2K+ 4.89% |
$157K - $169K
|
68.6K
$3M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.11K+ 9.47% |
$153K - $165K
|
36K
$1.57M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.92K+ 2.42% |
$144K - $155K
|
123K
$5.4M
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
2.82K+ 19.63% |
$138K - $149K
|
17.2K
$751K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.59K+ 10.23% |
$127K - $137K
|
27.9K
$1.22M
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.58K+ 31.59% |
$127K - $137K
|
10.8K
$470K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.58K+ 61.33% |
$127K - $136K
|
6.78K
$297K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.52KNew |
$124K - $133K
|
2.52K
$110K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
2.48K+ 1.01% |
$122K - $131K
|
249K
$10.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
2.46K+ 0.36% |
$121K - $130K
|
684K
$29.9M
|
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
2.43K+ 8.37% |
$119K - $128K
|
31.4K
$1.37M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.99K+ 2.61% |
$97.7K - $105K
|
78.1K
$3.42M
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
1.72K+ 1.54% |
$84.3K - $90.7K
|
113K
$4.93M
|
|
|
Apr 15, 2022
Q1 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.55K+ 1.36% |
$76K - $81.7K
|
115K
$5.04M
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.53K+ 6.31% |
$75.4K - $81.1K
|
25.8K
$1.13M
|
|
|
May 02, 2022
Q1 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.45K+ 26.57% |
$71.1K - $76.4K
|
6.88K
$301K
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.41K+ 0.14% |
$69.2K - $74.4K
|
1M
$43.8M
|