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
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-205K- 58.28% |
$9.26M - $10.1M
|
147K
$6.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-224K- 90.7% |
$10.1M - $11.1M
|
23K
$981K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-226K- 51.78% |
$10.2M - $11.2M
|
210K
$8.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-229K- 95.01% |
$10.4M - $11.4M
|
12K
$514K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-237K- 16.18% |
$10.7M - $11.7M
|
1.23M
$52.3M
|
|
|
Aug 12, 2022
Q2 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-238KClosed |
$10.8M - $11.8M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-238K- 75.64% |
$10.8M - $11.8M
|
76.8K
$3.28M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-254K- 33.34% |
$11.5M - $12.6M
|
507K
$21.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-284K- 4.73% |
$12.8M - $14M
|
5.71M
$244M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-286K- 21.07% |
$12.9M - $14.2M
|
1.07M
$45.8M
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-351KClosed |
$15.9M - $17.4M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-361K- 45.3% |
$16.3M - $17.9M
|
436K
$18.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-379KClosed |
$17.1M - $18.7M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-395K- 24.12% |
$17.9M - $19.5M
|
1.24M
$53M
|
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-412KClosed |
$18.7M - $20.4M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-456K- 9.01% |
$20.6M - $22.6M
|
4.6M
$197M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-456K- 31.07% |
$20.6M - $22.6M
|
1.01M
$43.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-477K- 27.34% |
$21.6M - $23.6M
|
1.27M
$54.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-543K- 22.85% |
$24.6M - $26.9M
|
1.83M
$78.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-555K- 52.26% |
$25.1M - $27.5M
|
507K
$21.7M
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-559KClosed |
$25.3M - $27.7M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-870K- 25.35% |
$39.4M - $43.1M
|
2.56M
$109M
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.46M- 99.15% |
$66.1M - $72.3M
|
12.5K
$535K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.66M- 35.16% |
$75M - $82M
|
3.06M
$130M
|