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 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
10KNew |
$436K - $460K
|
10K
$428K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
9.84KNew |
$429K - $452K
|
9.84K
$420K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.63K+ 8.77% |
$419K - $442K
|
119K
$5.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9.43K+ 2.81% |
$411K - $433K
|
345K
$14.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
9.35K+ 205.36% |
$407K - $429K
|
13.9K
$594K
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
9.3K+ 41.36% |
$405K - $427K
|
31.8K
$1.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
9.23K+ 183.58% |
$402K - $423K
|
14.3K
$608K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
9.1K+ 2.74% |
$397K - $418K
|
341K
$14.6M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.09K+ 158.94% |
$396K - $417K
|
14.8K
$632K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
9.04K+ 37.7% |
$394K - $415K
|
33K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.04K+ 4.31% |
$394K - $415K
|
219K
$9.33M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
8.34K+ 4.02% |
$363K - $383K
|
216K
$9.2M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
7.92K+ 4.89% |
$345K - $363K
|
170K
$7.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
7.54K+ 3.7% |
$328K - $346K
|
211K
$9.02M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
7.48KNew |
$326K - $344K
|
7.48K
$319K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
7.48K+ 18.14% |
$326K - $343K
|
48.7K
$2.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.47K+ 9.77% |
$325K - $343K
|
83.8K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.16KNew |
$312K - $329K
|
7.16K
$306K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.12K+ 3.46% |
$310K - $327K
|
213K
$9.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
7.02KNew |
$306K - $322K
|
7.02K
$300K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.9KNew |
$301K - $317K
|
6.9K
$295K
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
6.84K+ 68.28% |
$298K - $314K
|
16.9K
$720K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.57K+ 25.83% |
$286K - $302K
|
32K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6.49K+ 2.51% |
$283K - $298K
|
265K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.16KNew |
$268K - $283K
|
6.16K
$263K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
6.05K+ 15.79% |
$263K - $277K
|
44.3K
$1.89M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.73KNew |
$250K - $263K
|
5.73K
$245K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
5.44K+ 30.92% |
$237K - $250K
|
23K
$983K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.99K+ 47.51% |
$217K - $229K
|
15.5K
$662K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.97KNew |
$217K - $228K
|
4.97K
$212K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.71KNew |
$205K - $216K
|
4.71K
$201K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.5KNew |
$196K - $207K
|
4.5K
$192K
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.5KNew |
$196K - $207K
|
4.5K
$192K
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
4.49K+ 12.52% |
$195K - $206K
|
40.3K
$1.72M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
4.22K+ 154.69% |
$184K - $194K
|
6.95K
$297K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.9K+ 111.29% |
$170K - $179K
|
7.41K
$316K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
2.9K+ 30.46% |
$126K - $133K
|
12.4K
$529K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.67K+ 85.28% |
$116K - $123K
|
5.8K
$248K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.57K+ 12.46% |
$112K - $118K
|
23.2K
$992K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.52K+ 188.55% |
$110K - $116K
|
3.86K
$165K
|
|
|
May 04, 2023
Q1 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
2.34K+ 0.67% |
$102K - $107K
|
353K
$15.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.15K+ 6.28% |
$93.5K - $98.5K
|
36.3K
$1.55M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.14K+ 35.18% |
$93.4K - $98.4K
|
8.24K
$352K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.11KNew |
$91.7K - $96.6K
|
2.11K
$89.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.97K+ 8.16% |
$85.8K - $90.4K
|
26.1K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.95K+ 2.24% |
$84.9K - $89.5K
|
89K
$3.8M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 16.01% |
$83.4K - $87.9K
|
13.9K
$592K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
1.85K+ 6.46% |
$80.4K - $84.7K
|
30.4K
$1.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.8KNew |
$78.5K - $82.7K
|
1.8K
$76.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
1.8K+ 1.57% |
$78.5K - $82.7K
|
116K
$4.96M
|