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 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-145- 0.19% |
$7.13K - $7.67K
|
74.6K
$3.2M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-150Closed |
$7.38K - $7.94K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-157- 3.07% |
$7.72K - $8.31K
|
4.96K
$212K
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-160- 1.92% |
$7.87K - $8.46K
|
8.15K
$349K
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-181- 1.7% |
$8.9K - $9.57K
|
10.5K
$450K
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-200- 0.98% |
$9.84K - $10.6K
|
20.2K
$866K
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-220Closed |
$10.8K - $11.6K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-223- 6.92% |
$11K - $11.8K
|
3K
$129K
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-272- 0.17% |
$13.4K - $14.4K
|
162K
$6.93M
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-332Closed |
$16.3K - $17.6K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-356- 1.89% |
$17.5K - $18.8K
|
18.5K
$791K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-411- 8.65% |
$20.2K - $21.7K
|
4.34K
$186K
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-483- 13.08% |
$23.8K - $25.6K
|
3.21K
$138K
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-490- 1.63% |
$24.1K - $25.9K
|
29.6K
$1.27M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-650- 7.34% |
$32K - $34.4K
|
8.21K
$352K
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-670- 7.68% |
$33K - $35.4K
|
8.06K
$345K
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-683- 33.25% |
$33.6K - $36.1K
|
1.37K
$58.8K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-830- 11.63% |
$40.8K - $43.9K
|
6.31K
$270K
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-857- 2.23% |
$42.1K - $45.3K
|
37.5K
$1.61M
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-863- 4.08% |
$42.4K - $45.7K
|
20.3K
$869K
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-890- 17.82% |
$43.8K - $47.1K
|
4.1K
$176K
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-921- 6.33% |
$45.3K - $48.7K
|
13.6K
$585K
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-926- 6.02% |
$45.5K - $49K
|
14.4K
$619K
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-968- 2.3% |
$47.6K - $51.2K
|
41.1K
$1.76M
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-985- 2.74% |
$48.4K - $52.1K
|
35K
$1.5M
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-988- 1.97% |
$48.6K - $52.3K
|
49.2K
$2.11M
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1K- 7.81% |
$49.2K - $52.9K
|
11.8K
$506K
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.06K- 9.3% |
$52.3K - $56.3K
|
10.4K
$445K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.18K- 1.95% |
$57.9K - $62.3K
|
59.4K
$2.55M
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.26K- 14.27% |
$61.8K - $66.5K
|
7.55K
$324K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.32KClosed |
$64.9K - $69.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.33K- 20.67% |
$65.6K - $70.6K
|
5.12K
$220K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.38K- 1.84% |
$67.8K - $72.9K
|
73.8K
$3.16M
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.5K- 1.87% |
$73.7K - $79.2K
|
78.6K
$3.37M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.58K- 14.18% |
$77.5K - $83.4K
|
9.54K
$409K
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.63K- 12.6% |
$80.3K - $86.4K
|
11.3K
$486K
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.65KClosed |
$81.1K - $87.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.66K- 60.8% |
$81.7K - $87.9K
|
1.07K
$45.9K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.83KClosed |
$89.9K - $96.6K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.85K- 0.51% |
$90.9K - $97.8K
|
362K
$15.5M
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 28.14% |
$94.8K - $102K
|
4.92K
$211K
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.04K- 4.35% |
$100K - $108K
|
44.8K
$1.92M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.06K- 0.81% |
$101K - $109K
|
251K
$10.8M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.09K- 32.57% |
$103K - $110K
|
4.32K
$185K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.15K- 4.67% |
$106K - $114K
|
43.9K
$1.88M
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.2K- 46.8% |
$108K - $116K
|
2.5K
$107K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.28K- 9.77% |
$112K - $121K
|
21.1K
$904K
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.35K- 2.22% |
$115K - $124K
|
103K
$4.42M
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.38K- 3.02% |
$117K - $126K
|
76.4K
$3.27M
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 24.01% |
$127K - $137K
|
8.17K
$350K
|