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 |
---|---|---|---|---|---|---|---|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
1.3K+ 20.26% |
$63.9K - $68.8K
|
7.72K
$329K
|
|
Apr 18, 2022
Q1 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.29K+ 5.45% |
$63.5K - $68.3K
|
25K
$1.07M
|
|
May 16, 2022
Q1 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.23K+ 0.79% |
$60.6K - $65.2K
|
158K
$6.73M
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.21K+ 27.89% |
$59.5K - $64K
|
5.55K
$237K
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1.19KNew |
$58.7K - $63.1K
|
1.19K
$50.9K
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
1.19K+ 0.53% |
$58.4K - $62.8K
|
225K
$9.6M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
981+ 5.69% |
$48.2K - $51.9K
|
18.2K
$778K
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
958+ 0.27% |
$47.1K - $50.7K
|
351K
$15M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
949+ 4.63% |
$46.7K - $50.2K
|
21.5K
$916K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
825+ 15.62% |
$40.6K - $43.6K
|
6.11K
$261K
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
817+ 4.67% |
$40.2K - $43.2K
|
18.3K
$782K
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
728+ 1.34% |
$35.8K - $38.5K
|
55.2K
$2.36M
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
648+ 0.65% |
$31.9K - $34.3K
|
100K
$4.29M
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
459+ 0.92% |
$22.6K - $24.3K
|
50.5K
$2.16M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
391+ 5.73% |
$19.2K - $20.7K
|
7.22K
$308K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
384New |
$18.9K - $20.3K
|
384
$16.4K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
357+ 6.22% |
$17.6K - $18.9K
|
6.1K
$260K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
346+ 14.49% |
$17K - $18.3K
|
2.73K
$117K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
234+ 1.71% |
$11.5K - $12.4K
|
13.9K
$593K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
187New |
$9.2K - $9.89K
|
187
$7.98K
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
182New |
$8.95K - $9.63K
|
182
$7.77K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
160+ 3.1% |
$7.87K - $8.46K
|
5.33K
$227K
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
160New |
$7.87K - $8.46K
|
160
$6.83K
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
130+ 0.97% |
$6.39K - $6.88K
|
13.5K
$578K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
105New |
$5.16K - $5.55K
|
105
$4.48K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
100New |
$4.92K - $5.29K
|
100
$4.27K
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
66+ 0.18% |
$3.25K - $3.49K
|
36.5K
$1.56M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
61+ 22.51% |
$3K - $3.23K
|
332
$14.2K
|
|
May 16, 2022
Q1 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
49+ 0.23% |
$2.41K - $2.59K
|
21.6K
$921K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
27New |
$1.33K - $1.43K
|
27
$1.15K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
22New |
$1.08K - $1.16K
|
22
$939
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
22+ 0.35% |
$1.08K - $1.16K
|
6.24K
$267K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
21New |
$1.03K - $1.11K
|
21
$896
|
|
Jun 13, 2022
Q1 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
14+ 0.05% |
$689 - $741
|
30.7K
$1.31M
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5+ 0.33% |
$246 - $265
|
1.51K
$64.2K
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4+ 0.09% |
$197 - $212
|
4.56K
$194K
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 1.3% |
$197 - $212
|
312
$13.3K
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.28% |
$49.2 - $52.9
|
362
$15.5K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6Closed |
$295 - $317
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-25- 0.22% |
$1.23K - $1.32K
|
11.3K
$484K
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-30- 0.11% |
$1.48K - $1.59K
|
28.2K
$1.2M
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-38- 1.11% |
$1.87K - $2.01K
|
3.38K
$144K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-65Closed |
$3.2K - $3.44K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-85- 0.15% |
$4.18K - $4.5K
|
57.9K
$2.47M
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-100- 1.82% |
$4.92K - $5.29K
|
5.38K
$230K
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-103- 0.4% |
$5.07K - $5.45K
|
25.6K
$1.09M
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-114- 0.75% |
$5.61K - $6.03K
|
15.1K
$644K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-115Closed |
$5.66K - $6.08K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-126Closed |
$6.2K - $6.67K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-126Closed |
$6.2K - $6.67K
|
0
$0
|