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 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-66.6K- 83.04% |
$3.28M - $3.52M
|
13.6K
$583K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-68.2K- 25.56% |
$3.35M - $3.61M
|
199K
$8.51M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-73.1K- 56.36% |
$3.6M - $3.87M
|
56.6K
$2.43M
|
|
May 04, 2022
Q1 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-73.5KClosed |
$3.62M - $3.89M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-75.3K- 4.4% |
$3.7M - $3.98M
|
1.64M
$70.2M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-80.2KClosed |
$3.94M - $4.24M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-81.9K- 17.7% |
$4.03M - $4.33M
|
381K
$16.3M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-83.4K- 67.59% |
$4.1M - $4.41M
|
40K
$1.72M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-84.3K- 36.69% |
$4.14M - $4.46M
|
145K
$6.23M
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-87.1K- 93.03% |
$4.28M - $4.61M
|
6.52K
$280K
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-88.7K- 20.16% |
$4.36M - $4.69M
|
351K
$15.1M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-93K- 17.58% |
$4.57M - $4.92M
|
436K
$18.7M
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-99.4K- 74.81% |
$4.89M - $5.26M
|
33.5K
$1.43M
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-109K- 1.78% |
$5.35M - $5.75M
|
6M
$257M
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-111KClosed |
$5.44M - $5.85M
|
0
$0
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-122K- 1.95% |
$6.02M - $6.47M
|
6.17M
$264M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-123K- 50.49% |
$6.05M - $6.5M
|
121K
$5.17M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-176K- 54.97% |
$8.64M - $9.29M
|
144K
$6.17M
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-194K- 76.66% |
$9.53M - $10.3M
|
59K
$2.53M
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-199K- 61.8% |
$9.81M - $10.5M
|
123K
$5.29M
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-262K- 97.03% |
$12.9M - $13.8M
|
8K
$343K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-285K- 16.27% |
$14M - $15.1M
|
1.47M
$62.9M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-338K- 16.21% |
$16.6M - $17.9M
|
1.75M
$74.8M
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-345K- 84.38% |
$17M - $18.3M
|
63.9K
$2.74M
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-389K- 96.3% |
$19.1M - $20.6M
|
14.9K
$641K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-400K- 21.47% |
$19.7M - $21.1M
|
1.46M
$62.7M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-403K- 22.87% |
$19.8M - $21.3M
|
1.36M
$58.2M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-440K- 7.99% |
$21.6M - $23.3M
|
5.06M
$217M
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-546K- 92.82% |
$26.8M - $28.9M
|
42.2K
$1.81M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-603K- 57.95% |
$29.7M - $31.9M
|
438K
$18.8M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-741K- 13.59% |
$36.4M - $39.2M
|
4.71M
$202M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.08M- 14.93% |
$53.2M - $57.3M
|
6.17M
$264M
|