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 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-26.9K- 92.31% |
$1.16M - $1.2M
|
2.24K
$95.7K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-28.7K- 70.83% |
$1.24M - $1.28M
|
11.8K
$505K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30K- 10.23% |
$1.3M - $1.34M
|
264K
$11.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-30.3K- 22.07% |
$1.31M - $1.35M
|
107K
$4.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-31.4K- 47.51% |
$1.36M - $1.4M
|
34.7K
$1.48M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-36.8K- 11.12% |
$1.59M - $1.64M
|
294K
$12.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-37.7K- 34.0% |
$1.63M - $1.68M
|
73.2K
$3.13M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-46.5KClosed |
$2.01M - $2.08M
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-51.5K- 31.14% |
$2.23M - $2.3M
|
114K
$4.87M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-52.7K- 24.47% |
$2.28M - $2.35M
|
163K
$6.94M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-57.6K- 81.16% |
$2.49M - $2.57M
|
13.4K
$571K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-57.9K- 12.87% |
$2.5M - $2.58M
|
392K
$16.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-77K- 32.57% |
$3.33M - $3.44M
|
159K
$6.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-85.4K- 38.94% |
$3.69M - $3.81M
|
134K
$5.72M
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-86.9K- 91.44% |
$3.76M - $3.88M
|
8.14K
$348K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-105K- 2.82% |
$4.52M - $4.67M
|
3.61M
$154M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-109K- 12.97% |
$4.71M - $4.86M
|
730K
$31.2M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-122K- 51.44% |
$5.27M - $5.44M
|
115K
$4.91M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-130K- 13.25% |
$5.63M - $5.81M
|
852K
$36.4M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-200K- 58.81% |
$8.63M - $8.91M
|
140K
$5.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-224K- 95.4% |
$9.7M - $10M
|
10.8K
$461K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-225K- 42.91% |
$9.74M - $10.1M
|
300K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-231K- 95.46% |
$9.99M - $10.3M
|
11K
$469K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-262K- 30.56% |
$11.3M - $11.7M
|
595K
$25.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-328K- 39.0% |
$14.2M - $14.7M
|
513K
$21.9M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-408K- 97.61% |
$17.6M - $18.2M
|
10K
$427K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-409K- 96.92% |
$17.7M - $18.2M
|
13K
$554K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-432K- 86.48% |
$18.7M - $19.3M
|
67.5K
$2.88M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-517K- 59.51% |
$22.4M - $23.1M
|
352K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-871K- 19.68% |
$37.7M - $38.9M
|
3.56M
$152M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-985K- 46.7% |
$42.6M - $44M
|
1.12M
$48M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.99M- 61.64% |
$86M - $88.8M
|
1.24M
$52.8M
|