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 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-16.8K- 48.53% |
$760K - $832K
|
17.8K
$761K
|
|
|
Oct 18, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-17.1K- 19.49% |
$773K - $846K
|
70.6K
$3.01M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18K- 14.58% |
$814K - $891K
|
105K
$4.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-18.2K- 56.19% |
$823K - $901K
|
14.2K
$606K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.3K- 63.81% |
$828K - $906K
|
10.4K
$443K
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-18.9KClosed |
$856K - $937K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-19K- 74.48% |
$861K - $943K
|
6.52K
$278K
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-19.1K- 38.72% |
$862K - $944K
|
30.2K
$1.29M
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-21.1KClosed |
$954K - $1.04M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-21.2K- 8.47% |
$961K - $1.05M
|
230K
$9.81M
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-23.8K- 27.28% |
$1.08M - $1.18M
|
63.4K
$2.7M
|
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-24.2K- 14.34% |
$1.09M - $1.2M
|
144K
$6.16M
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-26.7K- 23.71% |
$1.21M - $1.32M
|
86.1K
$3.67M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-28.6K- 23.7% |
$1.29M - $1.41M
|
92K
$3.93M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-29.6K- 14.92% |
$1.34M - $1.47M
|
169K
$7.21M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-30.1K- 68.45% |
$1.36M - $1.49M
|
13.9K
$593K
|
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-31.4K- 34.47% |
$1.42M - $1.55M
|
59.6K
$2.55M
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
SELL
|
- |
-31.8K- 2.71% |
$1.44M - $1.57M
|
1.14M
$48.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-32.2K- 10.11% |
$1.46M - $1.6M
|
286K
$12.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-32.5K- 49.79% |
$1.47M - $1.61M
|
32.7K
$1.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-32.5K- 17.32% |
$1.47M - $1.61M
|
155K
$6.62M
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
SELL
|
- |
-33.3K- 6.57% |
$1.51M - $1.65M
|
474K
$20.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-34.1K- 33.99% |
$1.54M - $1.69M
|
66.3K
$2.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-35K- 24.1% |
$1.58M - $1.73M
|
110K
$4.71M
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-36.7K- 16.92% |
$1.66M - $1.82M
|
180K
$7.68M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-36.8K- 76.89% |
$1.67M - $1.82M
|
11.1K
$473K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-38.1K- 6.07% |
$1.72M - $1.89M
|
589K
$25.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-38.6K- 18.57% |
$1.75M - $1.91M
|
169K
$7.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-44.7K- 56.69% |
$2.02M - $2.22M
|
34.2K
$1.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-46.3K- 15.16% |
$2.09M - $2.29M
|
259K
$11.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-47K- 77.55% |
$2.13M - $2.33M
|
13.6K
$581K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-47.1K- 12.37% |
$2.13M - $2.33M
|
334K
$14.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-49.8K- 23.32% |
$2.25M - $2.47M
|
164K
$6.99M
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-50.8K- 3.42% |
$2.3M - $2.51M
|
1.44M
$61.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-52.7K- 51.39% |
$2.38M - $2.61M
|
49.8K
$2.13M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-57.5K- 39.38% |
$2.6M - $2.85M
|
88.5K
$3.78M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-58.7K- 73.15% |
$2.66M - $2.91M
|
21.6K
$920K
|
|
|
Aug 08, 2022
Q2 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-58.9K- 76.02% |
$2.67M - $2.92M
|
18.6K
$793K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-60K- 76.82% |
$2.71M - $2.97M
|
18.1K
$773K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-66.4K- 36.79% |
$3.01M - $3.29M
|
114K
$4.87M
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-68.8K- 67.11% |
$3.11M - $3.41M
|
33.7K
$1.44M
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-82.2KClosed |
$3.72M - $4.07M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-83K- 15.28% |
$3.76M - $4.11M
|
460K
$19.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-94.7K- 65.32% |
$4.28M - $4.69M
|
50.3K
$2.15M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-95.5K- 43.36% |
$4.32M - $4.73M
|
125K
$5.32M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-112K- 33.39% |
$5.09M - $5.57M
|
224K
$9.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-115KClosed |
$5.21M - $5.7M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-123K- 28.01% |
$5.55M - $6.07M
|
315K
$13.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
SELL
|
- |
-134K- 65.23% |
$6.06M - $6.63M
|
71.4K
$3.05M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-172KClosed |
$7.78M - $8.51M
|
0
$0
|