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 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-39.6K- 32.3% |
$2.09M - $2.13M
|
82.9K
$3.63M
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-41.4K- 19.75% |
$2.19M - $2.22M
|
168K
$7.35M
|
|
|
Jul 21, 2021
Q2 2021
|
Capital Planning LLC
|
SELL
|
- |
-42.2K- 17.78% |
$2.23M - $2.27M
|
195K
$8.54M
|
|
|
Aug 06, 2021
Q2 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-48.9K- 23.9% |
$2.59M - $2.63M
|
156K
$6.81M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-51.3K- 3.38% |
$2.71M - $2.75M
|
1.46M
$64M
|
|
|
Jul 16, 2021
Q2 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-52.2KClosed |
$2.76M - $2.8M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-56.3K- 93.63% |
$2.98M - $3.03M
|
3.83K
$168K
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
SELL
|
- |
-58.4KClosed |
$3.09M - $3.14M
|
0
$0
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-60.3KClosed |
$3.19M - $3.24M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-65.4KClosed |
$3.46M - $3.51M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-68.4K- 70.48% |
$3.62M - $3.67M
|
28.6K
$1.25M
|
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-79.8K- 24.6% |
$4.23M - $4.29M
|
245K
$10.7M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-84.9K- 23.16% |
$4.49M - $4.56M
|
282K
$12.3M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-92.2K- 13.54% |
$4.88M - $4.95M
|
589K
$25.7M
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-130K- 28.45% |
$6.87M - $6.97M
|
326K
$14.3M
|
|
|
Aug 09, 2021
Q2 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-138K- 32.68% |
$7.28M - $7.39M
|
283K
$12.4M
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-180K- 74.03% |
$9.54M - $9.68M
|
63.2K
$2.76M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-209K- 29.38% |
$11.1M - $11.2M
|
503K
$22M
|
|
|
Aug 09, 2021
Q2 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-215K- 93.17% |
$11.4M - $11.6M
|
15.8K
$690K
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-268K- 41.09% |
$14.2M - $14.4M
|
385K
$16.8M
|
|
|
Aug 06, 2021
Q2 2021
|
Sfmg, LLC
|
SELL
|
- |
-312KClosed |
$16.5M - $16.8M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-374KClosed |
$19.8M - $20.1M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-446K- 63.58% |
$23.6M - $23.9M
|
255K
$11.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-468K- 8.54% |
$24.7M - $25.1M
|
5.01M
$219M
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.56M- 93.19% |
$82.5M - $83.7M
|
114K
$4.98M
|