Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.07MNew |
$110M - $111M
|
2.07M
$90.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.04MNew |
$108M - $110M
|
2.04M
$89.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
426K+ 7.68% |
$22.5M - $22.9M
|
5.97M
$261M
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
413K+ 60.01% |
$21.9M - $22.2M
|
1.1M
$48.2M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
322K+ 27.98% |
$17.1M - $17.3M
|
1.48M
$64.5M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
274K+ 12.26% |
$14.5M - $14.7M
|
2.51M
$110M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
232K+ 15.81% |
$12.3M - $12.5M
|
1.7M
$74.3M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
209K+ 7.19% |
$11M - $11.2M
|
3.11M
$136M
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
165K+ 17.19% |
$8.75M - $8.88M
|
1.13M
$49.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
165K+ 16.11% |
$8.71M - $8.84M
|
1.19M
$51.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
157K+ 67.21% |
$8.29M - $8.41M
|
389K
$17M
|
|
|
Aug 02, 2021
Q2 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
151K+ 70.87% |
$8.01M - $8.13M
|
365K
$16M
|
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
149K+ 16.87% |
$7.86M - $7.98M
|
1.03M
$45M
|
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
121KNew |
$6.41M - $6.51M
|
121K
$5.3M
|
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
120KNew |
$6.34M - $6.44M
|
120K
$5.24M
|
|
|
Jul 15, 2021
Q2 2021
|
Engrave Wealth Partners LLC
|
BUY
|
- |
107K+ 46.09% |
$5.65M - $5.73M
|
338K
$14.8M
|
|
|
Sep 10, 2021
Q2 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
102K+ 22.37% |
$5.42M - $5.5M
|
560K
$24.5M
|
|
|
Jul 13, 2021
Q2 2021
|
Cypress Capital Group
|
BUY
|
- |
101K+ 2067.82% |
$5.36M - $5.44M
|
106K
$4.65M
|
|
|
Aug 12, 2021
Q2 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
99.5K+ 12.63% |
$5.27M - $5.34M
|
887K
$38.8M
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
93.6K+ 234.83% |
$4.96M - $5.03M
|
134K
$5.84M
|
|
|
Jul 16, 2021
Q2 2021
|
Lvz, Inc.
|
BUY
|
- |
84.5K+ 8.56% |
$4.47M - $4.54M
|
1.07M
$46.9M
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
69.8K+ 9.63% |
$3.7M - $3.75M
|
795K
$34.8M
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
68.4K+ 394.37% |
$3.62M - $3.67M
|
85.7K
$3.75M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
67.9K+ 105.77% |
$3.6M - $3.65M
|
132K
$5.78M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
66.7K+ 12.5% |
$3.53M - $3.58M
|
600K
$26.3M
|
|
|
Aug 06, 2021
Q2 2021
|
E Rn Financial, LLC
|
BUY
|
- |
65.7K+ 44.6% |
$3.48M - $3.53M
|
213K
$9.32M
|
|
|
Aug 13, 2021
Q2 2021
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
65.6K+ 501.07% |
$3.47M - $3.52M
|
78.7K
$3.44M
|
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
63.8KNew |
$3.38M - $3.43M
|
63.8K
$2.79M
|
|
|
Jul 14, 2021
Q2 2021
|
First Premier Bank
|
BUY
|
- |
63.2K+ 282.41% |
$3.35M - $3.4M
|
85.6K
$3.75M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
61.8KNew |
$3.27M - $3.32M
|
61.8K
$2.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.6K+ 12.78% |
$3.21M - $3.26M
|
535K
$23.4M
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
60.2KNew |
$3.19M - $3.24M
|
60.2K
$2.63M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59.9K+ 6.93% |
$3.17M - $3.22M
|
925K
$40.5M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59.9K+ 26.12% |
$3.17M - $3.22M
|
289K
$12.7M
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
56.3K+ 41.02% |
$2.98M - $3.03M
|
194K
$8.47M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
51.4K+ 24.57% |
$2.72M - $2.76M
|
261K
$11.4M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
50.3K+ 6.87% |
$2.66M - $2.7M
|
782K
$34.2M
|
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
50.2K+ 21.61% |
$2.66M - $2.7M
|
282K
$12.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
49.7K+ 44.78% |
$2.63M - $2.67M
|
161K
$7.03M
|
|
|
Aug 09, 2021
Q2 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
48.6K+ 11.27% |
$2.57M - $2.61M
|
480K
$21M
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44.9K+ 4.72% |
$2.38M - $2.41M
|
995K
$43.5M
|
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
44.1KNew |
$2.33M - $2.37M
|
44.1K
$1.93M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
42.7K+ 11.99% |
$2.26M - $2.29M
|
399K
$17.4M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.8K+ 120.02% |
$2.16M - $2.19M
|
74.8K
$3.27M
|
|
|
Jul 15, 2021
Q2 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
34K+ 101.77% |
$1.8M - $1.83M
|
67.4K
$2.95M
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
33.1K+ 79.97% |
$1.75M - $1.78M
|
74.4K
$3.25M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
32.7K+ 124.53% |
$1.73M - $1.76M
|
58.9K
$2.58M
|
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30.5K+ 42.48% |
$1.61M - $1.64M
|
102K
$4.47M
|
|
|
Aug 16, 2021
Q2 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
29.7K+ 135.81% |
$1.57M - $1.59M
|
51.5K
$2.25M
|
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
29.5KNew |
$1.56M - $1.59M
|
29.5K
$1.29M
|