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 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-8.41K- 8.23% |
$366K - $386K
|
93.8K
$4M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.16K- 24.84% |
$399K - $421K
|
27.7K
$1.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-9.64K- 31.16% |
$420K - $442K
|
21.3K
$909K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.96K- 4.61% |
$434K - $457K
|
206K
$8.8M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.2K- 14.51% |
$442K - $466K
|
59.8K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.3K- 7.08% |
$492K - $518K
|
148K
$6.32M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.3K- 10.4% |
$536K - $564K
|
106K
$4.52M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-12.5K- 23.11% |
$544K - $573K
|
41.5K
$1.77M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-13.3K- 66.68% |
$580K - $611K
|
6.66K
$284K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-14.3K- 13.6% |
$625K - $658K
|
91.1K
$3.89M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.3K- 97.88% |
$666K - $702K
|
331
$14.1K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-15.5K- 7.36% |
$675K - $711K
|
195K
$8.33M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16K- 50.17% |
$696K - $734K
|
15.9K
$678K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.6K- 7.46% |
$724K - $763K
|
206K
$8.8M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.1K- 18.67% |
$745K - $784K
|
74.5K
$3.18M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.4K- 22.78% |
$802K - $845K
|
62.4K
$2.66M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-24K- 57.17% |
$1.05M - $1.1M
|
18K
$767K
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-25.4K- 10.96% |
$1.1M - $1.16M
|
206K
$8.79M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-34.3K- 44.79% |
$1.49M - $1.57M
|
42.3K
$1.8M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-36K- 50.72% |
$1.57M - $1.65M
|
35K
$1.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-38.3K- 3.97% |
$1.67M - $1.76M
|
926K
$39.5M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-41.2K- 52.95% |
$1.8M - $1.89M
|
36.6K
$1.56M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-46.5K- 42.38% |
$2.03M - $2.13M
|
63.2K
$2.7M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-65K- 11.68% |
$2.83M - $2.98M
|
491K
$21M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-70.8K- 4.38% |
$3.09M - $3.25M
|
1.55M
$66M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-91.5K- 16.82% |
$3.99M - $4.2M
|
453K
$19.3M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-93.8K- 94.64% |
$4.09M - $4.31M
|
5.32K
$227K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-95.8K- 52.88% |
$4.17M - $4.4M
|
85.4K
$3.64M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-97.5K- 28.49% |
$4.25M - $4.48M
|
245K
$10.4M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-137K- 95.39% |
$5.96M - $6.28M
|
6.62K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-210K- 28.08% |
$9.14M - $9.62M
|
537K
$22.9M
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-210K- 97.19% |
$9.16M - $9.65M
|
6.09K
$260K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-252K- 80.56% |
$11M - $11.6M
|
60.9K
$2.6M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-417K- 58.17% |
$18.2M - $19.2M
|
300K
$12.8M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-417K- 58.17% |
$18.2M - $19.2M
|
300K
$12.8M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-891K- 58.51% |
$38.8M - $40.9M
|
632K
$27M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.72M- 99.5% |
$75.1M - $79.1M
|
8.71K
$372K
|