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 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-702- 0.58% |
$31.8K - $34.8K
|
121K
$5.3M
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-746- 2.13% |
$33.7K - $36.9K
|
34.3K
$1.5M
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-800Closed |
$36.2K - $39.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-800- 13.1% |
$36.2K - $39.6K
|
5.31K
$232K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-801- 2.0% |
$36.2K - $39.7K
|
39.2K
$1.72M
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-844- 4.92% |
$38.2K - $41.8K
|
16.3K
$714K
|
|
Jul 25, 2022
Q2 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-920- 3.68% |
$41.6K - $45.6K
|
24.1K
$1.05M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-949- 4.42% |
$42.9K - $47K
|
20.5K
$897K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1KClosed |
$45.2K - $49.5K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-1.01K- 6.77% |
$45.8K - $50.1K
|
13.9K
$610K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.18K- 7.23% |
$53.5K - $58.5K
|
15.2K
$663K
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.2K- 7.27% |
$54.5K - $59.6K
|
15.4K
$672K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.26K- 0.59% |
$56.8K - $62.1K
|
212K
$9.28M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.32K- 1.53% |
$59.5K - $65.1K
|
84.9K
$3.71M
|
|
Aug 15, 2022
Q2 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-1.33K- 1.45% |
$60.2K - $65.9K
|
90.6K
$3.96M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.44K- 0.56% |
$65.1K - $71.2K
|
256K
$11.2M
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.5K- 11.07% |
$67.9K - $74.3K
|
12K
$527K
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.53K- 14.21% |
$69.1K - $75.7K
|
9.22K
$403K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.54K- 19.2% |
$69.5K - $76.1K
|
6.47K
$283K
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.64K- 11.14% |
$74K - $81K
|
13.1K
$571K
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-1.88K- 0.83% |
$84.8K - $92.9K
|
223K
$9.75M
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.88K- 1.99% |
$84.9K - $92.9K
|
92.5K
$4.05M
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-1.88K- 3.73% |
$85.2K - $93.2K
|
48.6K
$2.13M
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.99K- 26.12% |
$90K - $98.5K
|
5.63K
$246K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.99K- 14.35% |
$90.2K - $98.7K
|
11.9K
$521K
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.07K- 3.76% |
$93.8K - $103K
|
53.1K
$2.32M
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.08K- 25.76% |
$93.9K - $103K
|
5.98K
$262K
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-2.26K- 5.49% |
$102K - $112K
|
38.9K
$1.7M
|
|
Jul 13, 2022
Q2 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.37K- 34.37% |
$107K - $117K
|
4.52K
$198K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
SELL
|
- |
-2.37K- 15.45% |
$107K - $117K
|
13K
$567K
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.46K- 30.21% |
$111K - $122K
|
5.69K
$249K
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.78K- 3.13% |
$126K - $138K
|
86.1K
$3.77M
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.87K- 3.85% |
$130K - $142K
|
71.7K
$3.14M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.9K- 2.48% |
$131K - $144K
|
114K
$4.98M
|
|
Aug 15, 2022
Q2 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.03K- 2.67% |
$137K - $150K
|
110K
$4.83M
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.38KClosed |
$153K - $167K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.54K- 7.18% |
$160K - $175K
|
45.8K
$2M
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-4KClosed |
$181K - $198K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.08K- 60.08% |
$184K - $202K
|
2.71K
$118K
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-4.18K- 9.81% |
$189K - $207K
|
38.4K
$1.68M
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-4.24KClosed |
$192K - $210K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-4.25K- 31.2% |
$192K - $211K
|
9.38K
$410K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.29KClosed |
$194K - $212K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.32KClosed |
$195K - $214K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.34KClosed |
$196K - $215K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-4.56KClosed |
$206K - $226K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.73K- 13.52% |
$214K - $234K
|
30.2K
$1.32M
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-4.98K- 13.83% |
$225K - $247K
|
31K
$1.36M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.01K- 33.48% |
$226K - $248K
|
9.94K
$435K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.12KClosed |
$232K - $254K
|
0
$0
|