Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.9M+ 38.37% |
$82.6M - $87M
|
6.83M
$299M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
908K+ 23.54% |
$39.5M - $41.7M
|
4.76M
$208M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
866KNew |
$37.8M - $39.8M
|
866K
$37.9M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
780K+ 33.06% |
$34M - $35.8M
|
3.14M
$137M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
735K+ 25.62% |
$32M - $33.7M
|
3.6M
$158M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
710KNew |
$30.9M - $32.6M
|
710K
$31.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
702K+ 38.07% |
$30.6M - $32.2M
|
2.55M
$111M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
592K+ 620.39% |
$25.8M - $27.2M
|
687K
$30.1M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
513K+ 46.34% |
$22.4M - $23.5M
|
1.62M
$70.9M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
420KNew |
$18.3M - $19.3M
|
420K
$18.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
403K+ 31.71% |
$17.6M - $18.5M
|
1.67M
$73.2M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
355K+ 25.1% |
$15.5M - $16.3M
|
1.77M
$77.4M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
343K+ 68.85% |
$14.9M - $15.7M
|
841K
$36.8M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
321K+ 78.28% |
$14M - $14.8M
|
732K
$32M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
317KNew |
$13.8M - $14.5M
|
317K
$13.9M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
311K+ 139.38% |
$13.6M - $14.3M
|
535K
$23.4M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
299K+ 22.74% |
$13M - $13.7M
|
1.61M
$70.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
289K+ 85.7% |
$12.6M - $13.2M
|
625K
$27.4M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
261K+ 5.03% |
$11.4M - $12M
|
5.45M
$238M
|
|
|
Jun 14, 2023
Q1 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
190KNew |
$8.29M - $8.73M
|
190K
$8.32M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
172K+ 26.3% |
$7.48M - $7.89M
|
825K
$36.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
166K+ 45.92% |
$7.25M - $7.64M
|
529K
$23.1M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
157K+ 18.17% |
$6.84M - $7.21M
|
1.02M
$44.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
157K+ 1281.52% |
$6.82M - $7.19M
|
169K
$7.38M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
149K+ 48.02% |
$6.5M - $6.85M
|
460K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
147K+ 38.41% |
$6.39M - $6.73M
|
529K
$23.1M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
145K+ 652.64% |
$6.31M - $6.64M
|
167K
$7.3M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
140KNew |
$6.12M - $6.45M
|
140K
$6.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
136K+ 71.59% |
$5.93M - $6.25M
|
326K
$14.3M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
132K+ 92.54% |
$5.76M - $6.07M
|
275K
$12M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
118K+ 25.67% |
$5.15M - $5.43M
|
579K
$25.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
106K+ 9.5% |
$4.63M - $4.88M
|
1.22M
$53.6M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
101K+ 102.97% |
$4.39M - $4.63M
|
199K
$8.69M
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
97.3K+ 49.85% |
$4.24M - $4.47M
|
292K
$12.8M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
87.1KNew |
$3.79M - $4M
|
87.1K
$3.81M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
84.9KNew |
$3.7M - $3.9M
|
84.9K
$3.71M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
83.8K+ 50.63% |
$3.65M - $3.85M
|
249K
$10.9M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
74K+ 9.19% |
$3.22M - $3.39M
|
879K
$38.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
73.6K+ 1084.28% |
$3.21M - $3.38M
|
80.4K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
73.5KNew |
$3.2M - $3.37M
|
73.5K
$3.21M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
72.7KNew |
$3.17M - $3.34M
|
72.7K
$3.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
67K+ 11.66% |
$2.92M - $3.08M
|
642K
$28.1M
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
66.7K+ 38.81% |
$2.91M - $3.06M
|
239K
$10.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
66.4KNew |
$2.89M - $3.05M
|
66.4K
$2.91M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
62.7KNew |
$2.73M - $2.88M
|
62.7K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
62.1K+ 8.54% |
$2.7M - $2.85M
|
789K
$34.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
60.1K+ 15.3% |
$2.62M - $2.76M
|
453K
$19.8M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
59.7KNew |
$2.6M - $2.74M
|
59.7K
$2.61M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
49.9KNew |
$2.17M - $2.29M
|
49.9K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
46.3K+ 24.08% |
$2.02M - $2.13M
|
239K
$10.4M
|