Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.87K+ 3.74% |
$124K - $128K
|
79.4K
$3.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.73K+ 135.1% |
$118K - $122K
|
4.75K
$208K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.63K+ 1.08% |
$114K - $117K
|
245K
$10.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.63K+ 89.17% |
$114K - $117K
|
5.57K
$244K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.46K+ 3.54% |
$106K - $110K
|
71.9K
$3.15M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.34K+ 36.88% |
$101K - $104K
|
8.67K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.33K+ 1.83% |
$101K - $104K
|
130K
$5.68M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.31KNew |
$99.9K - $103K
|
2.31K
$101K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.25K+ 13.7% |
$97.3K - $100K
|
18.7K
$817K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.11K+ 6.54% |
$91.3K - $94.2K
|
34.4K
$1.5M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.98K+ 43.38% |
$85.8K - $88.6K
|
6.56K
$287K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.94K+ 1.01% |
$84K - $86.8K
|
195K
$8.54M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.92K+ 34.1% |
$82.9K - $85.5K
|
7.53K
$330K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.85K+ 7.85% |
$79.9K - $82.5K
|
25.4K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
1.77K+ 2.0% |
$76.3K - $78.8K
|
90.1K
$3.94M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.73K+ 3.4% |
$74.8K - $77.2K
|
52.6K
$2.3M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.68KNew |
$72.4K - $74.8K
|
1.68K
$73.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.64K+ 3.28% |
$70.9K - $73.2K
|
51.6K
$2.26M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1.61K+ 1.94% |
$69.6K - $71.9K
|
84.4K
$3.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.53K+ 7.83% |
$66.1K - $68.2K
|
21.1K
$921K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.42KNew |
$61.2K - $63.2K
|
1.42K
$61.9K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.39K+ 12.91% |
$60K - $62K
|
12.1K
$531K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.2K+ 5.11% |
$51.7K - $53.4K
|
24.6K
$1.08M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.13K+ 1.17% |
$48.7K - $50.3K
|
97K
$4.24M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.12KNew |
$48.3K - $49.8K
|
1.12K
$48.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.06K+ 1.78% |
$45.8K - $47.2K
|
60.4K
$2.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
1.01K+ 9.41% |
$43.8K - $45.2K
|
11.8K
$515K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1K+ 3.93% |
$43.3K - $44.7K
|
26.4K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
993+ 8.67% |
$42.9K - $44.3K
|
12.4K
$544K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
933+ 5.28% |
$40.4K - $41.7K
|
18.6K
$814K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
917+ 3.62% |
$39.7K - $40.9K
|
26.3K
$1.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
859+ 4.24% |
$37.2K - $38.4K
|
21.1K
$924K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
725+ 14.99% |
$31.4K - $32.4K
|
5.56K
$243K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
597+ 9.06% |
$25.8K - $26.7K
|
7.19K
$314K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
505+ 0.81% |
$21.8K - $22.5K
|
62.9K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
501+ 18.59% |
$21.7K - $22.4K
|
3.2K
$140K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
431+ 7.27% |
$18.6K - $19.2K
|
6.36K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
408+ 5.19% |
$17.6K - $18.2K
|
8.27K
$362K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
343+ 1.88% |
$14.8K - $15.3K
|
18.6K
$812K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
334+ 1.77% |
$14.4K - $14.9K
|
19.2K
$838K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
332+ 5.55% |
$14.4K - $14.8K
|
6.31K
$276K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
293+ 9.76% |
$12.7K - $13.1K
|
3.3K
$144K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
260+ 24.41% |
$11.2K - $11.6K
|
1.33K
$58K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
245+ 2.77% |
$10.6K - $10.9K
|
9.1K
$398K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
216+ 1.02% |
$9.34K - $9.64K
|
21.3K
$932K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200New |
$8.65K - $8.93K
|
200
$8.75K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
198+ 6.06% |
$8.56K - $8.84K
|
3.47K
$152K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
185+ 1.24% |
$8K - $8.26K
|
15.1K
$660K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
182+ 0.42% |
$7.87K - $8.13K
|
43.5K
$1.9M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
144New |
$6.23K - $6.43K
|
144
$6.3K
|