Purchases and Sales Made in Q2 2022 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 2022. 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 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
552KNew |
$25M - $27.3M
|
552K
$24.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
532K+ 369.94% |
$24.1M - $26.4M
|
676K
$29.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
375KNew |
$17M - $18.6M
|
375K
$16.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
295KNew |
$13.3M - $14.6M
|
295K
$12.9M
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
236K+ 172.83% |
$10.7M - $11.7M
|
372K
$16.3M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
229K+ 1905.75% |
$10.4M - $11.4M
|
241K
$10.6M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
167K+ 63.82% |
$7.55M - $8.27M
|
428K
$18.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
162K+ 310.15% |
$7.32M - $8.02M
|
214K
$9.38M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
149K+ 20.1% |
$6.73M - $7.37M
|
889K
$39M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
127K+ 206.46% |
$5.77M - $6.31M
|
189K
$8.29M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
122K+ 1.98% |
$5.54M - $6.06M
|
6.29M
$276M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
122K+ 1.98% |
$5.54M - $6.06M
|
6.29M
$276M
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
118KNew |
$5.32M - $5.82M
|
118K
$5.15M
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
80.1K+ 74.35% |
$3.62M - $3.97M
|
188K
$8.23M
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
66.1K+ 12.08% |
$2.99M - $3.28M
|
614K
$26.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
64.6K+ 228.54% |
$2.92M - $3.2M
|
92.8K
$4.07M
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
58.8K+ 19.33% |
$2.66M - $2.91M
|
363K
$15.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
55.2K+ 882.75% |
$2.5M - $2.73M
|
61.4K
$2.69M
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
49.4K+ 13.6% |
$2.23M - $2.45M
|
412K
$18.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
39.8K+ 380.6% |
$1.8M - $1.97M
|
50.3K
$2.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
39.3K+ 74.76% |
$1.78M - $1.95M
|
91.8K
$4.02M
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
34.5KNew |
$1.56M - $1.71M
|
34.5K
$1.51M
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
34KNew |
$1.54M - $1.68M
|
34K
$1.49M
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
33.3K+ 2.63% |
$1.51M - $1.65M
|
1.3M
$57M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
32.8K+ 6.17% |
$1.48M - $1.62M
|
564K
$24.7M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
32.1KNew |
$1.45M - $1.59M
|
32.1K
$1.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.2K+ 14.74% |
$1.1M - $1.2M
|
189K
$8.26M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.6K+ 13.04% |
$1.07M - $1.17M
|
205K
$8.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.7K+ 21.23% |
$980K - $1.07M
|
124K
$5.42M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
19.9K+ 791.74% |
$902K - $987K
|
22.4K
$983K
|
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
BUY
|
- |
19.9K+ 15.77% |
$898K - $983K
|
146K
$6.39M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
19.8K+ 2.89% |
$895K - $979K
|
703K
$30.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
17.9K+ 9143.37% |
$811K - $887K
|
18.1K
$794K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.5K+ 260.93% |
$746K - $817K
|
22.8K
$999K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
15.2K+ 70.57% |
$687K - $752K
|
36.7K
$1.61M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
14.6K+ 6.13% |
$663K - $725K
|
254K
$11.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.1K+ 20.56% |
$638K - $699K
|
82.7K
$3.62M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13.5K+ 9.74% |
$609K - $666K
|
152K
$6.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
11.9KNew |
$537K - $588K
|
11.9K
$520K
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.6KNew |
$525K - $574K
|
11.6K
$508K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.2K+ 4.38% |
$463K - $507K
|
244K
$10.7M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.2K+ 4.38% |
$463K - $507K
|
244K
$10.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
8.69K+ 31.2% |
$393K - $430K
|
36.5K
$1.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.61K+ 26.78% |
$389K - $426K
|
40.7K
$1.78M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.88K+ 2.18% |
$357K - $390K
|
370K
$16.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.06KNew |
$319K - $349K
|
7.06K
$309K
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.84KNew |
$309K - $339K
|
6.84K
$299K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6K+ 22.85% |
$271K - $297K
|
32.3K
$1.41M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.99K+ 4.13% |
$271K - $297K
|
151K
$6.61M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.05K+ 3.76% |
$228K - $250K
|
139K
$6.11M
|