Purchases and Sales Made in Q1 2022 in First Tr ETF Viii Tcw Opportun (FIXD)

FIXD Quotes by TradingView

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 29, 2022 Q1 2022
Clearview Wealth Advisors LLC

SELL
 -
-2.69K
- 87.42%
$132K - $142K
387 $16.5K
Apr 14, 2022 Q1 2022
Wealth Care Investment Partners, LLC

SELL
 -
-2.7K
- 6.58%
$133K - $143K
38.3K $1.63M
May 02, 2022 Q1 2022
Fsb Premier Wealth Management, Inc.

SELL
 -
-2.7K
- 1.56%
$133K - $143K
170K $7.27M
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
SELL
 -
-2.88K
Closed
$141K - $152K
0 $0
Apr 20, 2022 Q1 2022
Moneywise, Inc.

SELL
 -
-3.39K
- 15.33%
$167K - $179K
18.7K $799K
Apr 20, 2022 Q1 2022
Advisor Resource Council

SELL
 -
-3.41K
- 18.18%
$168K - $180K
15.3K $654K
May 12, 2022 Q1 2022
Raymond James Trust N.A.

SELL
 -
-3.59K
- 29.49%
$177K - $190K
8.58K $366K
May 16, 2022 Q1 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-3.79K
- 15.86%
$186K - $200K
20.1K $857K
May 16, 2022 Q1 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-3.97K
Closed
$195K - $210K
0 $0
May 13, 2022 Q1 2022
Knightsbridge Asset Management, LLC

Newport Beach, CA
SELL
 -
-3.98K
Closed
$196K - $210K
0 $0
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-4.04K
- 38.3%
$198K - $213K
6.5K $278K
May 26, 2022 Q1 2022
Kestra Private Wealth Services, LLC

SELL
 -
-4.18K
- 3.93%
$205K - $221K
102K $4.35M
May 13, 2022 Q1 2022
Forbes Financial Planning, Inc.

East Greenwich, RI
SELL
 -
-4.27K
- 4.44%
$210K - $226K
91.9K $3.92M
May 09, 2022 Q1 2022
Altman Advisors, Inc.

Chicago, IL
SELL
 -
-4.35K
- 27.93%
$214K - $230K
11.2K $479K
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-4.39K
- 2.94%
$216K - $232K
145K $6.19M
May 12, 2022 Q1 2022
Private Portfolio Partners LLC

SELL
 -
-4.81K
Closed
$236K - $254K
0 $0
Apr 12, 2022 Q1 2022
Old Port Advisors

SELL
 -
-4.83K
- 10.19%
$238K - $256K
42.6K $1.82M
May 09, 2022 Q1 2022
Lincoln National Corp

SELL
 -
-4.85K
- 30.52%
$238K - $256K
11K $471K
May 13, 2022 Q1 2022
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-5.05K
Closed
$248K - $267K
0 $0
Apr 15, 2022 Q1 2022
Colonial River Wealth Management, LLC

Midlothian, VA
SELL
 -
-5.1K
- 43.5%
$251K - $270K
6.62K $283K
Apr 27, 2022 Q1 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-5.13K
Closed
$252K - $271K
0 $0
May 11, 2022 Q1 2022
Us Bancorp \De\

SELL
 -
-5.29K
- 4.78%
$260K - $280K
105K $4.5M
Apr 14, 2022 Q1 2022
Fsb Premier Wealth Management, Inc.

SELL
 -
-5.34K
- 2.99%
$263K - $282K
173K $7.39M
May 04, 2022 Q1 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
SELL
 -
-5.55K
- 27.41%
$273K - $293K
14.7K $627K
Apr 18, 2022 Q1 2022
Hbw Advisory Services LLC

SELL
 -
-5.62K
Closed
$276K - $297K
0 $0
May 04, 2022 Q1 2022
Ifg Advisory, LLC

SELL
 -
-5.78K
- 10.48%
$284K - $306K
49.4K $2.11M
Apr 04, 2022 Q1 2022
Advocacy Wealth Management Services, LLC

SELL
 -
-5.93K
- 92.45%
$292K - $314K
484 $20.7K
May 13, 2022 Q1 2022
Parisi Gray Wealth Management

SELL
 -
-6.23K
- 36.69%
$306K - $329K
10.7K $459K
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-6.45K
- 12.22%
$317K - $341K
46.3K $1.98M
May 12, 2022 Q1 2022
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-6.51K
- 46.09%
$320K - $345K
7.62K $325K
Apr 22, 2022 Q1 2022
Truist Financial Corp

SELL
 -
-7.05K
- 0.66%
$347K - $373K
1.06M $45.4M
May 12, 2022 Q1 2022
Principle Wealth Partners LLC

SELL
 -
-7.4K
Closed
$364K - $391K
0 $0
May 20, 2022 Q1 2022
Toroso Investments, LLC

Massapequa, NY
SELL
 -
-7.58K
- 8.1%
$373K - $401K
85.9K $3.67M
May 02, 2022 Q1 2022
Tmd Wealth Management, LLC

SELL
 -
-7.76K
- 9.1%
$381K - $410K
77.5K $3.31M
Apr 26, 2022 Q1 2022
Shore Point Advisors, LLC

SELL
 -
-7.79K
- 23.17%
$383K - $412K
25.9K $1.1M
May 23, 2022 Q1 2022
Advisory Services Network, LLC

SELL
 -
-8.24K
- 33.51%
$405K - $436K
16.3K $698K
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

SELL
 -
-8.28K
- 2.4%
$407K - $438K
337K $14.4M
Apr 18, 2022 Q1 2022
Cottonwood Capital Advisors, LLC

SELL
 -
-8.76K
- 16.33%
$431K - $463K
44.9K $1.91M
Apr 22, 2022 Q1 2022
Purus Wealth Management, LLC

SELL
 -
-9.58K
Closed
$471K - $507K
0 $0
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-9.77K
- 4.95%
$480K - $517K
188K $8.01M
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-9.77K
- 23.14%
$480K - $517K
32.5K $1.39M
May 04, 2022 Q1 2022
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-9.97K
- 13.9%
$490K - $527K
61.8K $2.64M
May 02, 2022 Q1 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-10.7K
- 23.56%
$525K - $565K
34.6K $1.48M
Apr 20, 2022 Q1 2022
Great Valley Advisor Group, Inc.

SELL
 -
-11.2K
- 28.46%
$553K - $595K
28.2K $1.21M
May 04, 2022 Q1 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-11.5K
- 11.31%
$564K - $606K
89.9K $3.84M
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

SELL
 -
-12K
- 52.19%
$588K - $633K
11K $468K
Apr 26, 2022 Q1 2022
Avestar Capital, LLC

SELL
 -
-12.4K
Closed
$610K - $657K
0 $0
May 16, 2022 Q1 2022
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-12.6K
- 33.02%
$620K - $666K
25.6K $1.09M
Apr 18, 2022 Q1 2022
Defined Wealth Management, LLC

SELL
 -
-12.8K
- 48.85%
$628K - $675K
13.4K $570K

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