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
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.77K+ 9.5% |
$76.9K - $81.1K
|
20.4K
$890K
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.68K+ 14.25% |
$73.1K - $77K
|
13.4K
$588K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.57KNew |
$68.3K - $71.9K
|
1.57K
$68.5K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.52K+ 3.66% |
$66.2K - $69.8K
|
43K
$1.88M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.35K+ 269.4% |
$58.7K - $61.8K
|
1.85K
$80.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.31K+ 0.79% |
$57.2K - $60.2K
|
168K
$7.35M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.29K+ 6.63% |
$56.3K - $59.3K
|
20.8K
$910K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.23K+ 2.64% |
$53.5K - $56.4K
|
47.9K
$2.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1.11K+ 444.0% |
$48.4K - $50.9K
|
1.36K
$59.5K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.04K+ 8.37% |
$45.1K - $47.6K
|
13.4K
$587K
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
921+ 2.76% |
$40.1K - $42.3K
|
34.3K
$1.5M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
911+ 10.71% |
$39.7K - $41.8K
|
9.42K
$412K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
781New |
$34K - $35.8K
|
781
$34.2K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
762New |
$33.2K - $35K
|
762
$33.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
700+ 53.85% |
$30.5K - $32.1K
|
2K
$87.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
692+ 11.46% |
$30.2K - $31.8K
|
6.73K
$294K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
620+ 8.57% |
$27K - $28.5K
|
7.86K
$344K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
589+ 1.35% |
$25.7K - $27K
|
44.2K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
553+ 3.73% |
$24.1K - $25.4K
|
15.4K
$672K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
531+ 10.93% |
$23.1K - $24.4K
|
5.39K
$236K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
518+ 2.54% |
$22.6K - $23.8K
|
20.9K
$916K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
501+ 1.59% |
$21.8K - $23K
|
32.1K
$1.4M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
488+ 1.24% |
$21.3K - $22.4K
|
39.9K
$1.74M
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
487+ 2.86% |
$21.2K - $22.4K
|
17.5K
$767K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
475+ 3.21% |
$20.7K - $21.8K
|
15.3K
$669K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
410+ 0.88% |
$17.9K - $18.8K
|
46.9K
$2.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
318+ 3.51% |
$13.9K - $14.6K
|
9.37K
$410K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
301+ 7.73% |
$13.1K - $13.8K
|
4.19K
$183K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
182+ 1.71% |
$7.93K - $8.35K
|
10.8K
$473K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
177+ 1.98% |
$7.71K - $8.12K
|
9.11K
$398K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
171+ 2.36% |
$7.45K - $7.85K
|
7.41K
$324K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
115+ 110.58% |
$5.01K - $5.28K
|
219
$9.58K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
107+ 0.52% |
$4.66K - $4.91K
|
20.7K
$904K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
70+ 0.71% |
$3.05K - $3.21K
|
9.96K
$436K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
67+ 0.48% |
$2.92K - $3.08K
|
13.9K
$610K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
38+ 253.33% |
$1.66K - $1.74K
|
53
$2.32K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
20New |
$871 - $918
|
20
$875
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 0.61% |
$871 - $918
|
3.29K
$144K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
17+ 5.0% |
$741 - $780
|
357
$15.6K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
11New |
$479 - $505
|
11
$481
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.24% |
$131 - $138
|
1.26K
$55.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.81% |
$131 - $138
|
375
$16.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.77% |
$131 - $138
|
392
$17.1K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2- 0.09% |
$87.1 - $91.8
|
2.11K
$92.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.06% |
$174 - $184
|
6.44K
$282K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-13- 0.03% |
$566 - $597
|
49.5K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36- 2.53% |
$1.57K - $1.65K
|
1.39K
$60.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-147- 2.31% |
$6.4K - $6.75K
|
6.23K
$272K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-178- 0.41% |
$7.76K - $8.17K
|
43.6K
$1.91M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-196- 2.09% |
$8.54K - $9K
|
9.18K
$401K
|