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 |
---|---|---|---|---|---|---|---|
Jul 13, 2021
Q2 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
28.1K+ 44.9% |
$1.49M - $1.51M
|
90.7K
$3.97M
|
|
Aug 13, 2021
Q2 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
27.2K+ 4.55% |
$1.44M - $1.46M
|
624K
$27.3M
|
|
Aug 16, 2021
Q2 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
24.1K+ 50.09% |
$1.28M - $1.3M
|
72.3K
$3.16M
|
|
Aug 10, 2021
Q2 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
23.1K+ 5.85% |
$1.22M - $1.24M
|
419K
$18.3M
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
22.3K+ 16.95% |
$1.18M - $1.2M
|
154K
$6.73M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.9K+ 8.89% |
$1.16M - $1.17M
|
268K
$11.7M
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21.7KNew |
$1.15M - $1.17M
|
21.7K
$950K
|
|
Aug 05, 2021
Q2 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
20K+ 4.12% |
$1.06M - $1.08M
|
506K
$22.1M
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19.5K+ 18.58% |
$1.03M - $1.05M
|
124K
$5.44M
|
|
Jul 28, 2021
Q2 2021
|
New Square Capital LLC
|
BUY
|
- |
19.1K+ 8.86% |
$1.01M - $1.03M
|
235K
$10.3M
|
|
Jul 16, 2021
Q2 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
19K+ 18.3% |
$1M - $1.02M
|
123K
$5.36M
|
|
Aug 10, 2021
Q2 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
17.2KNew |
$910K - $924K
|
17.2K
$752K
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15.7K+ 8.67% |
$830K - $842K
|
196K
$8.59M
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
14.8K+ 1765.23% |
$782K - $794K
|
15.6K
$683K
|
|
Aug 12, 2021
Q2 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
14.4K+ 11.56% |
$763K - $775K
|
139K
$6.09M
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14.2K+ 15.55% |
$749K - $760K
|
105K
$4.6M
|
|
Jul 20, 2021
Q2 2021
|
Old Port Advisors
|
BUY
|
- |
13.6K+ 49.24% |
$719K - $730K
|
41.2K
$1.8M
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
13.5KNew |
$714K - $725K
|
13.5K
$590K
|
|
Aug 13, 2021
Q2 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
13.4K+ 9.99% |
$712K - $722K
|
148K
$6.47M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.6K+ 66.43% |
$666K - $676K
|
31.5K
$1.38M
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
12.3K+ 1.85% |
$653K - $662K
|
678K
$29.7M
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
12.1K+ 159.54% |
$642K - $651K
|
19.7K
$863K
|
|
Aug 13, 2021
Q2 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
11.8K+ 14.56% |
$624K - $633K
|
92.8K
$4.06M
|
|
Feb 22, 2022
Q2 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
10.7K+ 5.94% |
$568K - $577K
|
192K
$8.38M
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.2KNew |
$538K - $546K
|
10.2K
$445K
|
|
Aug 12, 2021
Q2 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
9.54K+ 26.42% |
$505K - $512K
|
45.6K
$2M
|
|
Aug 02, 2021
Q2 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8.85K+ 7.45% |
$468K - $475K
|
128K
$5.58M
|
|
Aug 13, 2021
Q2 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
8.65KNew |
$458K - $465K
|
8.65K
$378K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.07K+ 3.86% |
$427K - $434K
|
217K
$9.5M
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.59K+ 16.02% |
$402K - $408K
|
55K
$2.4M
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
BUY
|
- |
6.69K+ 17.04% |
$354K - $359K
|
45.9K
$2.01M
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.41K+ 5.63% |
$339K - $344K
|
120K
$5.26M
|
|
Aug 13, 2021
Q2 2021
|
Keystone Financial Group
|
BUY
|
- |
6.34K+ 8.91% |
$336K - $341K
|
77.5K
$3.39M
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.04K+ 45.46% |
$320K - $324K
|
19.3K
$845K
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.85KNew |
$310K - $314K
|
5.85K
$256K
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.85KNew |
$310K - $314K
|
5.85K
$256K
|
|
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
5.44K+ 6.49% |
$288K - $292K
|
89.3K
$3.91M
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.15K+ 5.49% |
$273K - $277K
|
99.1K
$4.33M
|
|
Aug 06, 2021
Q2 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
5.15K+ 36.57% |
$273K - $277K
|
19.2K
$841K
|
|
Jul 14, 2021
Q2 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.13KNew |
$272K - $276K
|
5.13K
$224K
|
|
Jul 20, 2021
Q2 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
5.05K+ 0.97% |
$267K - $271K
|
527K
$23.1M
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.03K+ 6.29% |
$266K - $270K
|
85K
$3.72M
|
|
Aug 09, 2021
Q2 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
4.97K+ 16.35% |
$263K - $267K
|
35.3K
$1.55M
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.91K+ 25.53% |
$260K - $264K
|
24.2K
$1.06M
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.89K+ 5.24% |
$259K - $263K
|
98.2K
$4.29M
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.86K+ 5.5% |
$257K - $261K
|
93.2K
$4.08M
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
4.79K+ 12.54% |
$253K - $257K
|
43K
$1.88M
|
|
Aug 06, 2021
Q2 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
4.73KNew |
$251K - $254K
|
4.73K
$207K
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.72K+ 45.78% |
$250K - $254K
|
15K
$658K
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.72K+ 6.84% |
$250K - $254K
|
73.7K
$3.22M
|