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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.63K- 18.99% |
$70.4K - $72.7K
|
6.94K
$296K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.7K- 1.92% |
$73.5K - $75.9K
|
86.8K
$3.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.97K- 8.96% |
$85K - $87.7K
|
20K
$852K
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-2.07K- 1.01% |
$89.7K - $92.6K
|
202K
$8.64M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.29K- 2.11% |
$98.8K - $102K
|
106K
$4.52M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.36K- 20.15% |
$102K - $105K
|
9.36K
$400K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.44K- 13.04% |
$106K - $109K
|
16.3K
$696K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.54K- 34.14% |
$110K - $113K
|
4.9K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.74K- 1.15% |
$118K - $122K
|
235K
$10M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.76K- 8.64% |
$119K - $123K
|
29.2K
$1.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.16K- 24.34% |
$136K - $141K
|
9.81K
$419K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-3.43K- 11.77% |
$148K - $153K
|
25.7K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.63K- 6.31% |
$157K - $162K
|
53.9K
$2.3M
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.73K- 20.71% |
$161K - $167K
|
14.3K
$610K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.75K- 7.11% |
$162K - $168K
|
49K
$2.09M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.93K- 2.46% |
$170K - $176K
|
156K
$6.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.13K- 1.81% |
$179K - $184K
|
224K
$9.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-4.26K- 28.09% |
$184K - $190K
|
10.9K
$465K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-4.36K- 20.61% |
$188K - $194K
|
16.8K
$716K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-5.23K- 9.39% |
$226K - $234K
|
50.5K
$2.16M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-5.27K- 17.08% |
$228K - $235K
|
25.6K
$1.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-5.3K- 8.17% |
$229K - $237K
|
59.6K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.33K- 12.83% |
$274K - $282K
|
43K
$1.83M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-6.53K- 5.72% |
$282K - $291K
|
108K
$4.59M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-6.87K- 4.32% |
$297K - $307K
|
152K
$6.5M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-8.33K- 3.93% |
$360K - $372K
|
204K
$8.69M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-8.63K- 12.88% |
$373K - $385K
|
58.4K
$2.49M
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-8.7K- 9.78% |
$376K - $389K
|
80.3K
$3.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-9.49K- 4.36% |
$411K - $424K
|
208K
$8.89M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-9.7K- 1.37% |
$419K - $433K
|
697K
$29.8M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.84K- 5.83% |
$426K - $439K
|
159K
$6.78M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-9.9K- 66.72% |
$428K - $442K
|
4.94K
$211K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-10.8K- 9.08% |
$465K - $480K
|
108K
$4.6M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-11.6K- 19.81% |
$501K - $517K
|
46.8K
$2M
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
SELL
|
- |
-11.6K- 67.52% |
$502K - $518K
|
5.58K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-11.8K- 16.62% |
$509K - $525K
|
59K
$2.52M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-11.8K- 18.65% |
$512K - $529K
|
51.7K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-12K- 19.22% |
$521K - $538K
|
50.6K
$2.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-12.4K- 58.1% |
$536K - $553K
|
8.94K
$381K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-12.9K- 44.59% |
$560K - $578K
|
16.1K
$687K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-15.8K- 47.07% |
$681K - $703K
|
17.7K
$756K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.4K- 3.35% |
$711K - $734K
|
474K
$20.2M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-17K- 5.87% |
$735K - $759K
|
272K
$11.6M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-17.3K- 29.43% |
$748K - $772K
|
41.5K
$1.77M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-17.4K- 29.47% |
$753K - $778K
|
41.7K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-18.3K- 77.82% |
$792K - $818K
|
5.22K
$223K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-18.5K- 8.82% |
$801K - $827K
|
191K
$8.17M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-19.4K- 68.27% |
$839K - $867K
|
9.02K
$385K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-23.5K- 12.32% |
$1.02M - $1.05M
|
168K
$7.15M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25K- 21.12% |
$1.08M - $1.11M
|
93.2K
$3.98M
|