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
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
46K+ 16.33% |
$2.01M - $2.11M
|
328K
$14.1M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
45.3K+ 9610.4% |
$1.97M - $2.08M
|
45.7K
$1.96M
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
44.6K+ 49.23% |
$1.94M - $2.05M
|
135K
$5.79M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
43.4KNew |
$1.89M - $1.99M
|
43.4K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
43.2K+ 216.06% |
$1.88M - $1.98M
|
63.2K
$2.71M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
41.3K+ 56.7% |
$1.8M - $1.9M
|
114K
$4.89M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
41.1K+ 11.92% |
$1.79M - $1.89M
|
386K
$16.5M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
39.8K+ 13.15% |
$1.73M - $1.83M
|
342K
$14.7M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
39.2K+ 25.12% |
$1.71M - $1.8M
|
195K
$8.38M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
37.8K+ 17.03% |
$1.64M - $1.73M
|
259K
$11.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
36.4KNew |
$1.58M - $1.67M
|
36.4K
$1.56M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
35.9K+ 29.76% |
$1.56M - $1.65M
|
157K
$6.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
35.4K+ 12.3% |
$1.54M - $1.62M
|
323K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
34.8K+ 23.87% |
$1.52M - $1.6M
|
181K
$7.75M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
31.9K+ 77.34% |
$1.39M - $1.47M
|
73.2K
$3.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
31.7K+ 17.99% |
$1.38M - $1.46M
|
208K
$8.93M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
31.5KNew |
$1.37M - $1.44M
|
31.5K
$1.35M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
27.8K+ 237.03% |
$1.21M - $1.28M
|
39.5K
$1.7M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
22.3KNew |
$973K - $1.03M
|
22.3K
$958K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
22K+ 99.96% |
$957K - $1.01M
|
44K
$1.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
21.2K+ 5.72% |
$922K - $972K
|
391K
$16.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
20.7K+ 139.74% |
$904K - $952K
|
35.6K
$1.53M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
20.4KNew |
$888K - $936K
|
20.4K
$874K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
19.1K+ 12.25% |
$832K - $877K
|
175K
$7.51M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
18.4K+ 42.43% |
$803K - $846K
|
61.9K
$2.65M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
17.7K+ 18.24% |
$770K - $811K
|
115K
$4.91M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
17.5K+ 31.76% |
$762K - $803K
|
72.6K
$3.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
17.5K+ 41.29% |
$761K - $801K
|
59.7K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17K+ 8.69% |
$739K - $778K
|
212K
$9.09M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
16.7KNew |
$728K - $767K
|
16.7K
$716K
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
16.7KNew |
$726K - $765K
|
16.7K
$714K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
16.3K+ 38.76% |
$711K - $749K
|
58.4K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.8K+ 70.11% |
$687K - $724K
|
38.3K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.1K+ 7.94% |
$657K - $692K
|
205K
$8.78M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
15K+ 7.7% |
$655K - $690K
|
210K
$9.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
14.9K+ 5.02% |
$649K - $684K
|
312K
$13.4M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
13.6K+ 25.42% |
$593K - $625K
|
67.2K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
13.5K+ 12.82% |
$587K - $619K
|
119K
$5.08M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.4KNew |
$583K - $614K
|
13.4K
$574K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
12.3K+ 68.33% |
$537K - $566K
|
30.4K
$1.3M
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
BUY
|
- |
12.3K+ 16.2% |
$536K - $565K
|
88.3K
$3.79M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
12.1K+ 17.02% |
$527K - $555K
|
83.1K
$3.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
12.1K+ 30.18% |
$526K - $555K
|
52.1K
$2.23M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12KNew |
$525K - $553K
|
12K
$516K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
11.6K+ 6.02% |
$506K - $533K
|
205K
$8.77M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
11.2K+ 2.0% |
$488K - $514K
|
571K
$24.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
10.9KNew |
$477K - $502K
|
10.9K
$469K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
10.8K+ 50.86% |
$469K - $494K
|
31.9K
$1.37M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.6KNew |
$463K - $488K
|
10.6K
$456K
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
10.6K+ 10.57% |
$462K - $487K
|
111K
$4.75M
|