Purchases and Sales Made in Q2 2021 in First Tr ETF Viii Tcw Opportun (FIXD)

FIXD Quotes by TradingView

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
Aug 03, 2021 Q2 2021
Brinker Capital Investments, LLC

BUY
 -
507
+ 0.13%
$26.8K - $27.2K
381K $16.7M
Sep 10, 2024 Q2 2021
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
428
+ 3.23%
$22.7K - $23K
13.7K $598K
Aug 09, 2021 Q2 2021
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
410
+ 1.16%
$21.7K - $22K
35.8K $1.57M
Aug 13, 2021 Q2 2021
Parisi Gray Wealth Management

BUY
 -
387
+ 0.66%
$20.5K - $20.8K
59.3K $2.59M
Aug 17, 2021 Q2 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
362
+ 0.71%
$19.2K - $19.4K
51.2K $2.24M
Aug 16, 2021 Q2 2021
Source Financial Advisors LLC

New York, NY
BUY
 -
336
+ 2.25%
$17.8K - $18K
15.3K $669K
Aug 17, 2021 Q2 2021
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
336
+ 2.25%
$17.8K - $18K
15.3K $669K
Jul 30, 2021 Q2 2021
Clearview Wealth Advisors LLC

BUY
 -
322
+ 11.65%
$17K - $17.3K
3.09K $135K
Jul 09, 2021 Q2 2021
Savior LLC

BUY
 -
263
+ 17.14%
$13.9K - $14.1K
1.8K $78.6K
Nov 09, 2023 Q2 2021
Brewin Dolphin LTD

London, X0
BUY
 -
173
New
$9.16K - $9.29K
173 $7.57K
Aug 09, 2021 Q2 2021
Vestmark Advisory Solutions, Inc.

BUY
 -
51
+ 0.76%
$2.7K - $2.74K
6.8K $297K
Jul 27, 2021 Q2 2021
Aptus Capital Advisors, LLC

BUY
 -
3
+ 0.88%
$159 - $161
344 $15K
Jul 27, 2021 Q2 2021
Destiny Wealth Partners, LLC

SELL
 -
-19
- 0.29%
$1.01K - $1.02K
6.43K $281K
Jul 28, 2021 Q2 2021
Stonebridge Financial Planning Group, LLC

SELL
 -
-50
- 12.66%
$2.65K - $2.69K
345 $15.1K
Jul 22, 2021 Q2 2021
Meridian Wealth Management, LLC

SELL
 -
-55
- 0.55%
$2.91K - $2.95K
10K $437K
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-72
- 1.17%
$3.81K - $3.87K
6.08K $266K
Jul 12, 2021 Q2 2021
Gradient Investments LLC

SELL
 -
-107
Closed
$5.66K - $5.75K
0 $0
Jul 27, 2021 Q2 2021
Ahrens Investment Partners LLC

SELL
 -
-143
- 2.39%
$7.57K - $7.68K
5.83K $255K
Jul 26, 2021 Q2 2021
Signaturefd, LLC

Atlanta, GA
SELL
 -
-144
- 10.83%
$7.62K - $7.74K
1.19K $51.9K
Aug 04, 2021 Q2 2021
Seascape Capital Management

Portsmouth, NH
SELL
 -
-161
- 0.05%
$8.52K - $8.65K
305K $13.3M
Aug 06, 2021 Q2 2021
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-185
- 3.08%
$9.79K - $9.94K
5.82K $254K
Aug 02, 2021 Q2 2021
Trustcore Financial Services, LLC

SELL
 -
-247
- 6.58%
$13.1K - $13.3K
3.5K $153K
Aug 05, 2021 Q2 2021
Cullen/Frost Bankers, Inc.

SELL
 -
-268
Closed
$14.2K - $14.4K
0 $0
Jul 15, 2021 Q2 2021
City Holding CO

SELL
 -
-305
Closed
$16.1K - $16.4K
0 $0
Aug 05, 2021 Q2 2021
Orion Portfolio Solutions, LLC

SELL
 -
-412
- 1.68%
$21.8K - $22.1K
24K $1.05M
Aug 13, 2021 Q2 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-440
- 3.87%
$23.3K - $23.6K
10.9K $478K
Aug 12, 2021 Q2 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-465
- 3.36%
$24.6K - $25K
13.4K $585K
Jul 12, 2021 Q2 2021
Wiley Bros. Aintree Capital, LLC

SELL
 -
-482
- 1.84%
$25.5K - $25.9K
25.7K $1.13M
Aug 03, 2021 Q2 2021
Accel Wealth Management

SELL
 -
-500
- 29.85%
$26.5K - $26.9K
1.18K $51.4K
Jul 27, 2021 Q2 2021
Capital Investment Advisory Services, LLC

SELL
 -
-546
- 2.5%
$28.9K - $29.3K
21.3K $931K
Jul 07, 2021 Q2 2021
Private Trust CO Na

SELL
 -
-556
- 4.43%
$29.4K - $29.9K
12K $525K
Aug 06, 2021 Q2 2021
Eq LLC

Mercer Island, WA
SELL
 -
-567
- 4.5%
$30K - $30.5K
12K $526K
Aug 05, 2021 Q2 2021
Us Bancorp \De\

SELL
 -
-794
- 0.71%
$42K - $42.7K
111K $4.86M
Jul 26, 2021 Q2 2021
Total Clarity Wealth Management, Inc.

SELL
 -
-800
Closed
$42.3K - $43K
0 $0
Jul 29, 2021 Q2 2021
Clear Investment Research, LLC

SELL
 -
-811
- 27.64%
$42.9K - $43.6K
2.12K $92.9K
Aug 13, 2021 Q2 2021
Aveo Capital Partners, LLC

SELL
 -
-818
- 1.83%
$43.3K - $43.9K
43.8K $1.92M
Jul 19, 2021 Q2 2021
Gps Wealth Strategies Group, LLC

SELL
 -
-841
- 16.94%
$44.5K - $45.2K
4.13K $180K
Jul 13, 2021 Q2 2021
Teamwork Financial Advisors, LLC

SELL
 -
-914
- 3.32%
$48.4K - $49.1K
26.6K $1.16M
Nov 24, 2021 Q2 2021
Mcdonald Partners LLC

SELL
 -
-931
- 12.29%
$49.3K - $50K
6.65K $291K
Jul 15, 2021 Q2 2021
Hbw Advisory Services LLC

SELL
 -
-1.12K
- 20.56%
$59.1K - $60K
4.32K $189K
Jul 29, 2021 Q2 2021
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-1.33K
- 21.02%
$70.2K - $71.3K
4.99K $218K
Jul 22, 2021 Q2 2021
Moneywise, Inc.

SELL
 -
-1.38K
- 5.17%
$73.2K - $74.3K
25.4K $1.11M
Jul 27, 2021 Q2 2021
V Wealth Advisors LLC

SELL
 -
-1.38K
- 11.51%
$73.2K - $74.3K
10.6K $465K
Jul 20, 2021 Q2 2021
Sugarloaf Wealth Management, LLC

SELL
 -
-1.39K
- 66.1%
$73.6K - $74.7K
713 $31.2K
Aug 16, 2021 Q2 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-1.41K
- 4.1%
$74.7K - $75.8K
33K $1.44M
Jul 06, 2021 Q2 2021
Mascoma Wealth Management LLC

SELL
 -
-1.46K
Closed
$77.1K - $78.2K
0 $0
Aug 06, 2021 Q2 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-1.52K
- 25.59%
$80.5K - $81.7K
4.42K $193K
Aug 16, 2021 Q2 2021
Townsquare Capital LLC

SELL
 -
-1.55K
- 9.7%
$81.8K - $83K
14.4K $629K
Aug 10, 2021 Q2 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-1.64K
- 14.16%
$86.8K - $88K
9.94K $435K

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