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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
130+ 1.29% |
$5.62K - $5.8K
|
10.2K
$448K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
119+ 1.08% |
$5.15K - $5.31K
|
11.1K
$486K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
96New |
$4.15K - $4.29K
|
96
$4.2K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
65+ 0.64% |
$2.81K - $2.9K
|
10.2K
$444K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63+ 0.85% |
$2.72K - $2.81K
|
7.44K
$326K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
59+ 1.24% |
$2.55K - $2.63K
|
4.83K
$211K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
49+ 1.01% |
$2.12K - $2.19K
|
4.89K
$214K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
38+ 0.77% |
$1.64K - $1.7K
|
4.96K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
22+ 1.45% |
$952 - $982
|
1.54K
$67.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 1.16% |
$389 - $402
|
785
$34.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 1.08% |
$260 - $268
|
561
$24.5K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$86.5 - $89.3
|
2
$87.5
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.57% |
$43.3 - $44.7
|
177
$7.74K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-25- 0.1% |
$1.08K - $1.12K
|
26.3K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-32- 0.51% |
$1.38K - $1.43K
|
6.23K
$272K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-48- 0.15% |
$2.08K - $2.14K
|
31.5K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-71- 33.02% |
$3.07K - $3.17K
|
144
$6.3K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-78- 0.24% |
$3.37K - $3.48K
|
32.5K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-95- 1.67% |
$4.11K - $4.24K
|
5.59K
$245K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-97- 1.73% |
$4.2K - $4.33K
|
5.5K
$241K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-108- 1.38% |
$4.67K - $4.82K
|
7.69K
$336K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-113- 0.87% |
$4.89K - $5.05K
|
12.9K
$566K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-173- 1.83% |
$7.48K - $7.72K
|
9.29K
$406K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-180- 1.99% |
$7.79K - $8.04K
|
8.85K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-186- 0.8% |
$8.04K - $8.3K
|
23K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-270- 1.41% |
$11.7K - $12.1K
|
18.8K
$824K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-306- 2.66% |
$13.2K - $13.7K
|
11.2K
$489K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-313- 50.08% |
$13.5K - $14K
|
312
$13.6K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-409- 7.17% |
$17.7K - $18.3K
|
5.3K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-673- 0.39% |
$29.1K - $30K
|
174K
$7.61M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-759- 30.9% |
$32.8K - $33.9K
|
1.7K
$74.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-780- 5.44% |
$33.7K - $34.8K
|
13.6K
$593K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-799- 18.82% |
$34.6K - $35.7K
|
3.45K
$151K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-871- 4.06% |
$37.7K - $38.9K
|
20.6K
$900K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-921- 0.36% |
$39.8K - $41.1K
|
255K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-931- 0.26% |
$40.3K - $41.6K
|
352K
$15.4M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-944- 6.67% |
$40.8K - $42.1K
|
13.2K
$578K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-952- 4.17% |
$41.2K - $42.5K
|
21.9K
$957K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.09K- 5.14% |
$47.2K - $48.7K
|
20.1K
$880K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.32K- 4.64% |
$57.1K - $59K
|
27.2K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.34K- 13.52% |
$57.7K - $59.6K
|
8.54K
$374K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.35K- 59.96% |
$58.3K - $60.2K
|
900
$39.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.35K- 93.95% |
$58.5K - $60.4K
|
87
$3.81K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.35K- 3.43% |
$58.6K - $60.5K
|
38.1K
$1.67M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.36K- 5.24% |
$58.8K - $60.7K
|
24.6K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.62K- 23.91% |
$70.2K - $72.5K
|
5.17K
$226K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.63K- 18.99% |
$70.4K - $72.7K
|
6.94K
$304K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.7K- 1.92% |
$73.5K - $75.9K
|
86.8K
$3.8M
|