Purchases and Sales Made in Q2 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
13.2K+ 295.29% |
$583K - $604K
|
17.7K
$775K
|
|
Aug 11, 2023
Q2 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
12.7K+ 6.7% |
$561K - $581K
|
203K
$8.88M
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
12.6K+ 7.48% |
$553K - $573K
|
181K
$7.9M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
12.5KNew |
$552K - $571K
|
12.5K
$548K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.5K+ 4.55% |
$551K - $571K
|
288K
$12.6M
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.8KNew |
$519K - $537K
|
11.8K
$515K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.3K+ 104.49% |
$497K - $515K
|
22.1K
$967K
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
10.7KNew |
$473K - $490K
|
10.7K
$470K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
10.6K+ 13.77% |
$468K - $484K
|
87.8K
$3.84M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.4K+ 5.32% |
$457K - $473K
|
205K
$8.98M
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.2K+ 4.87% |
$450K - $466K
|
220K
$9.64M
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
10.2K+ 60.62% |
$450K - $466K
|
27.1K
$1.18M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.87K+ 11.2% |
$434K - $450K
|
98K
$4.28M
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.66K+ 11.1% |
$425K - $441K
|
96.7K
$4.23M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.5K+ 4.45% |
$418K - $433K
|
223K
$9.74M
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
9.06KNew |
$399K - $413K
|
9.06K
$396K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
9.06K+ 20.43% |
$399K - $413K
|
53.4K
$2.33M
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
8.42K+ 13.61% |
$371K - $384K
|
70.3K
$3.07M
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.15K+ 58.77% |
$359K - $372K
|
22K
$963K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
7.88K+ 10.76% |
$347K - $359K
|
81.1K
$3.55M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.83KNew |
$345K - $357K
|
7.83K
$343K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.44K+ 12.45% |
$328K - $339K
|
67.2K
$2.94M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.25K+ 24.96% |
$319K - $331K
|
36.3K
$1.59M
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
7.18K+ 8.64% |
$316K - $327K
|
90.2K
$3.95M
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.91KNew |
$304K - $315K
|
6.91K
$302K
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
6.74K+ 54.38% |
$297K - $307K
|
19.1K
$837K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.73K+ 18.53% |
$296K - $307K
|
43.1K
$1.88M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.56K+ 7.37% |
$289K - $299K
|
95.6K
$4.18M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.29K+ 14.61% |
$277K - $287K
|
49.3K
$2.16M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
6.08K+ 94.47% |
$268K - $277K
|
12.5K
$548K
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.02KNew |
$265K - $275K
|
6.02K
$263K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.72K+ 13.18% |
$252K - $261K
|
49.1K
$2.15M
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.61K+ 37.88% |
$247K - $256K
|
20.4K
$893K
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
5.22K+ 16.42% |
$230K - $238K
|
37K
$1.62M
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
5.15K+ 8.62% |
$227K - $235K
|
64.9K
$2.84M
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.1KNew |
$225K - $233K
|
5.1K
$223K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.04K+ 52.67% |
$222K - $230K
|
14.6K
$639K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.95KNew |
$218K - $225K
|
4.95K
$216K
|
|
Aug 01, 2023
Q2 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.88K+ 1.38% |
$215K - $222K
|
358K
$15.6M
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.76KNew |
$209K - $217K
|
4.76K
$208K
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.62KNew |
$204K - $211K
|
4.62K
$202K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.54K+ 42.66% |
$200K - $207K
|
15.2K
$664K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.46K+ 76.83% |
$196K - $203K
|
10.3K
$449K
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.45K+ 9.3% |
$196K - $203K
|
52.3K
$2.29M
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
4.38K+ 321.91% |
$193K - $200K
|
5.74K
$251K
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.35K+ 1.67% |
$191K - $198K
|
264K
$11.5M
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.29KNew |
$189K - $195K
|
4.29K
$187K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.08K+ 15.61% |
$179K - $186K
|
30.2K
$1.32M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.76K+ 1134.44% |
$165K - $171K
|
4.09K
$179K
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.66K+ 48.94% |
$161K - $167K
|
11.1K
$488K
|