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 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-12.8K- 13.0% |
$628K - $675K
|
85.5K
$3.74M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-12.8K- 9.53% |
$631K - $679K
|
122K
$5.33M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-13.1K- 5.19% |
$644K - $692K
|
239K
$10.5M
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-13.3K- 41.27% |
$654K - $704K
|
18.9K
$828K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.3K- 31.7% |
$654K - $704K
|
28.7K
$1.25M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.4K- 67.96% |
$659K - $709K
|
6.32K
$276K
|
|
|
Apr 28, 2022
Q1 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-14.2KClosed |
$699K - $751K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-14.6K- 2.59% |
$717K - $771K
|
548K
$24M
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-15.1K- 31.85% |
$741K - $798K
|
32.3K
$1.41M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-16.2K- 10.0% |
$798K - $859K
|
146K
$6.39M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-17.3K- 8.7% |
$850K - $914K
|
181K
$7.93M
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-17.5K- 7.46% |
$859K - $924K
|
217K
$9.48M
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-18.6K- 36.52% |
$916K - $985K
|
32.4K
$1.42M
|
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-19.2K- 76.06% |
$945K - $1.02M
|
6.05K
$264K
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-19.5KClosed |
$961K - $1.03M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.7K- 0.6% |
$1.02M - $1.1M
|
3.43M
$150M
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-21K- 56.22% |
$1.03M - $1.11M
|
16.4K
$715K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-21.1K- 66.23% |
$1.04M - $1.12M
|
10.8K
$470K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-21.4K- 13.03% |
$1.05M - $1.13M
|
143K
$6.25M
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-21.4K- 11.76% |
$1.05M - $1.13M
|
161K
$7.03M
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-22.5K- 78.28% |
$1.11M - $1.19M
|
6.25K
$273K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-22.7K- 9.6% |
$1.12M - $1.2M
|
214K
$9.35M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-22.7K- 4.29% |
$1.12M - $1.2M
|
508K
$22.2M
|
|
|
May 11, 2022
Q1 2022
|
Q3 Asset Management
|
SELL
|
- |
-24KClosed |
$1.18M - $1.27M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.7K- 62.32% |
$1.22M - $1.31M
|
14.9K
$654K
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-24.8K- 7.22% |
$1.22M - $1.31M
|
319K
$13.9M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-27.5K- 29.66% |
$1.35M - $1.45M
|
65.2K
$2.85M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-27.8K- 42.72% |
$1.37M - $1.47M
|
37.3K
$1.63M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28.4KClosed |
$1.4M - $1.5M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.3K- 15.14% |
$1.44M - $1.55M
|
164K
$7.19M
|
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-29.4KClosed |
$1.45M - $1.56M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-30.4K- 10.98% |
$1.49M - $1.61M
|
246K
$10.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-33.1K- 4.17% |
$1.63M - $1.75M
|
761K
$33.3M
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-33.5K- 8.9% |
$1.65M - $1.77M
|
343K
$15M
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
SELL
|
- |
-35.5K- 25.73% |
$1.75M - $1.88M
|
103K
$4.49M
|
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-37.8K- 81.12% |
$1.86M - $2M
|
8.8K
$385K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-39.4K- 66.02% |
$1.94M - $2.09M
|
20.3K
$887K
|
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-41KClosed |
$2.02M - $2.17M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-42.9K- 32.03% |
$2.11M - $2.27M
|
91K
$3.98M
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-43.3KClosed |
$2.13M - $2.29M
|
0
$0
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-44.3K- 15.51% |
$2.18M - $2.34M
|
241K
$10.6M
|
|
|
May 09, 2022
Q1 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-46K- 14.64% |
$2.26M - $2.43M
|
268K
$11.7M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-49.2K- 92.08% |
$2.42M - $2.6M
|
4.24K
$185K
|
|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
SELL
|
- |
-49.4KClosed |
$2.43M - $2.61M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-52.9KClosed |
$2.6M - $2.8M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-53.4KClosed |
$2.63M - $2.83M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-58.6K- 62.62% |
$2.88M - $3.1M
|
35K
$1.53M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-59.7K- 21.32% |
$2.93M - $3.16M
|
220K
$9.63M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-61.7K- 10.2% |
$3.03M - $3.26M
|
543K
$23.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-63.4K- 9.18% |
$3.12M - $3.35M
|
627K
$27.4M
|