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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
SELL
|
- |
-217- 2.24% |
$9.45K - $9.96K
|
9.49K
$415K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-220- 1.7% |
$9.59K - $10.1K
|
12.7K
$557K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-274- 0.62% |
$11.9K - $12.6K
|
43.8K
$1.92M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-295- 3.73% |
$12.9K - $13.5K
|
7.62K
$333K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-323- 0.23% |
$14.1K - $14.8K
|
143K
$6.25M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-330- 0.94% |
$14.4K - $15.1K
|
34.8K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-377- 3.24% |
$16.4K - $17.3K
|
11.3K
$493K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-386- 0.43% |
$16.8K - $17.7K
|
88.6K
$3.88M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-422- 0.8% |
$18.4K - $19.4K
|
52.3K
$2.29M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-453- 1.64% |
$19.7K - $20.8K
|
27.1K
$1.19M
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-487- 6.86% |
$21.2K - $22.4K
|
6.61K
$289K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-547- 2.9% |
$23.8K - $25.1K
|
18.3K
$802K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-624- 7.51% |
$27.2K - $28.6K
|
7.69K
$336K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-731- 2.35% |
$31.8K - $33.6K
|
30.4K
$1.33M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-949- 1.25% |
$41.3K - $43.6K
|
75K
$3.28M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.01K- 29.36% |
$44K - $46.4K
|
2.43K
$106K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 1.14% |
$44.2K - $46.6K
|
88.1K
$3.85M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.05K- 4.15% |
$45.6K - $48.1K
|
24.2K
$1.06M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.25K- 21.39% |
$54.6K - $57.6K
|
4.61K
$202K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.39K- 23.64% |
$60.5K - $63.7K
|
4.48K
$196K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.52K- 27.46% |
$66.2K - $69.8K
|
4.02K
$176K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.59K- 26.07% |
$69.1K - $72.8K
|
4.5K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.6K- 5.23% |
$69.8K - $73.6K
|
29.1K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.86K- 9.45% |
$81K - $85.3K
|
17.8K
$779K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.87K- 11.37% |
$81.6K - $85.9K
|
14.6K
$638K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 6.62% |
$83.8K - $88.3K
|
27.2K
$1.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.53K- 13.41% |
$110K - $116K
|
16.3K
$715K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.56K- 12.59% |
$112K - $118K
|
17.8K
$778K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.68K- 31.51% |
$117K - $123K
|
5.83K
$255K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-2.7K- 9.17% |
$118K - $124K
|
26.8K
$1.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2.76K- 7.23% |
$120K - $127K
|
35.5K
$1.55M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.1K- 5.38% |
$135K - $142K
|
54.5K
$2.38M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.2K- 2.03% |
$140K - $147K
|
154K
$6.74M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.21K- 23.88% |
$140K - $147K
|
10.2K
$448K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.45K- 55.39% |
$150K - $158K
|
2.78K
$122K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-3.75K- 21.03% |
$163K - $172K
|
14.1K
$616K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.76K- 82.15% |
$164K - $172K
|
816
$35.7K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.34K- 10.48% |
$189K - $199K
|
37K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.76K- 9.26% |
$207K - $218K
|
46.6K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.05K- 2.14% |
$220K - $232K
|
231K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.56K- 2.46% |
$242K - $255K
|
221K
$9.65M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-5.66K- 31.68% |
$246K - $260K
|
12.2K
$533K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.39K- 86.52% |
$279K - $293K
|
996
$43.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-6.4K- 5.65% |
$279K - $294K
|
107K
$4.68M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-6.42K- 7.68% |
$280K - $294K
|
77.1K
$3.37M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.54K- 25.19% |
$285K - $300K
|
19.4K
$850K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.81K- 9.84% |
$297K - $313K
|
62.4K
$2.73M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.11K- 16.48% |
$310K - $326K
|
36K
$1.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-7.47K- 2.96% |
$325K - $343K
|
244K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-7.89K- 5.56% |
$344K - $362K
|
134K
$5.85M
|