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 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.89KNew |
$221K - $242K
|
4.89K
$214K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
4.87K+ 24.01% |
$220K - $241K
|
25.2K
$1.1M
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
4.76KNew |
$216K - $236K
|
4.76K
$208K
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.75K+ 4.6% |
$215K - $235K
|
108K
$4.72M
|
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.54KNew |
$205K - $225K
|
4.54K
$198K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.47KNew |
$202K - $221K
|
4.47K
$195K
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.35KNew |
$197K - $215K
|
4.35K
$190K
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.01KNew |
$181K - $199K
|
4.01K
$175K
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
BUY
|
- |
3.77K+ 14.09% |
$170K - $186K
|
30.5K
$1.33M
|
|
Aug 12, 2022
Q2 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3.7K+ 18.32% |
$167K - $183K
|
23.9K
$1.05M
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.64K+ 6.25% |
$165K - $180K
|
61.9K
$2.71M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.38K+ 4.58% |
$153K - $167K
|
77.1K
$3.37M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.33K+ 7.71% |
$151K - $165K
|
46.5K
$2.04M
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.89K+ 35.34% |
$131K - $143K
|
11.1K
$484K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.65K+ 2.95% |
$120K - $131K
|
92.5K
$4.05M
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.61K+ 4.09% |
$118K - $129K
|
66.5K
$2.91M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.28K+ 27.84% |
$103K - $113K
|
10.5K
$459K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.28K+ 20.76% |
$103K - $113K
|
13.2K
$579K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.13KNew |
$96.2K - $105K
|
2.13K
$93K
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.11K+ 2.46% |
$95.5K - $104K
|
88K
$3.85M
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.11K+ 39.58% |
$95.4K - $104K
|
7.44K
$325K
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
1.98K+ 6.71% |
$89.6K - $98K
|
31.5K
$1.38M
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
1.84KNew |
$83.3K - $91.2K
|
1.84K
$80.6K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.79K+ 2.35% |
$81.1K - $88.8K
|
78.1K
$3.42M
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.69KNew |
$76.6K - $83.8K
|
1.69K
$74.1K
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.5K+ 5.53% |
$68K - $74.4K
|
28.7K
$1.25M
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.47K+ 14.16% |
$66.5K - $72.8K
|
11.9K
$518K
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.37K+ 2.33% |
$62.2K - $68K
|
60.4K
$2.64M
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.12K+ 6.13% |
$50.8K - $55.7K
|
19.5K
$851K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
998+ 0.95% |
$45.1K - $49.4K
|
106K
$4.65M
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
958+ 2.97% |
$43.3K - $47.4K
|
33.2K
$1.45M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
946+ 0.38% |
$42.8K - $46.8K
|
250K
$10.9M
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
876+ 0.16% |
$39.6K - $43.4K
|
556K
$24.3M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
798New |
$36.1K - $39.5K
|
798
$34.9K
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
722+ 17.6% |
$32.7K - $35.8K
|
4.83K
$211K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
700New |
$31.7K - $34.7K
|
700
$30.6K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
636+ 11.56% |
$28.8K - $31.5K
|
6.14K
$268K
|
|
Aug 08, 2022
Q2 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
631+ 5.62% |
$28.5K - $31.2K
|
11.9K
$518K
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
435+ 1.68% |
$19.7K - $21.5K
|
26.3K
$1.15M
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
BUY
|
- |
396+ 2.12% |
$17.9K - $19.6K
|
19.1K
$836K
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
363+ 1.56% |
$16.4K - $18K
|
23.7K
$1.04M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
341New |
$15.4K - $16.9K
|
341
$14.9K
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
280New |
$12.7K - $13.9K
|
280
$12.2K
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
275+ 1.36% |
$12.4K - $13.6K
|
20.5K
$898K
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
244+ 5.7% |
$11K - $12.1K
|
4.53K
$198K
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
172+ 0.11% |
$7.78K - $8.52K
|
162K
$7.08M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
147New |
$6.65K - $7.28K
|
147
$6.43K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
106+ 1.74% |
$4.8K - $5.25K
|
6.2K
$271K
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
94+ 0.87% |
$4.25K - $4.65K
|
10.8K
$474K
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
77+ 1.16% |
$3.48K - $3.81K
|
6.7K
$293K
|