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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.46KNew |
$152K - $158K
|
3.46K
$147K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.34KNew |
$147K - $152K
|
3.34K
$143K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.26K+ 0.95% |
$143K - $149K
|
346K
$14.8M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.2K+ 15.26% |
$141K - $146K
|
24.1K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.17K+ 4.22% |
$139K - $144K
|
78.2K
$3.34M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.14K+ 17.49% |
$138K - $143K
|
21.1K
$901K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
3.13K+ 7.76% |
$138K - $143K
|
43.5K
$1.86M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.98K+ 29.94% |
$131K - $136K
|
12.9K
$553K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.88KNew |
$127K - $131K
|
2.88K
$123K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.87KNew |
$126K - $131K
|
2.87K
$122K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.54K+ 60.63% |
$112K - $116K
|
6.74K
$288K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.48K+ 12.15% |
$109K - $113K
|
22.9K
$976K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.97K+ 14.68% |
$86.7K - $89.8K
|
15.4K
$657K
|
|
|
Jul 14, 2023
Q2 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.94K+ 1.75% |
$85.6K - $88.6K
|
113K
$4.82M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
1.92K+ 12.52% |
$84.3K - $87.3K
|
17.2K
$734K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
1.89K+ 4.35% |
$83.4K - $86.3K
|
45.5K
$1.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.8K+ 3.43% |
$79K - $81.8K
|
54.1K
$2.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.67K+ 1.58% |
$73.5K - $76.1K
|
108K
$4.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
1.55K+ 17.04% |
$68.3K - $70.8K
|
10.7K
$455K
|
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.51K+ 0.84% |
$66.6K - $69K
|
182K
$7.78M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.32KNew |
$57.9K - $60K
|
1.32K
$56.2K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.23K+ 14.97% |
$54.3K - $56.2K
|
9.47K
$404K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
1.2K+ 1.81% |
$52.9K - $54.8K
|
67.6K
$2.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.17K+ 5.02% |
$51.4K - $53.2K
|
24.4K
$1.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.13K+ 12.04% |
$49.7K - $51.4K
|
10.5K
$448K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.09K+ 1.82% |
$47.8K - $49.5K
|
60.7K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 14.68% |
$46.3K - $47.9K
|
8.21K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.03K+ 0.43% |
$45.1K - $46.7K
|
240K
$10.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
991+ 4.3% |
$43.6K - $45.2K
|
24K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
864+ 0.18% |
$38K - $39.4K
|
492K
$21M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
811New |
$35.7K - $37K
|
811
$34.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
722+ 11.86% |
$31.8K - $32.9K
|
6.81K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
669+ 8.51% |
$29.4K - $30.5K
|
8.53K
$364K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
636+ 14.12% |
$28K - $29K
|
5.14K
$219K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
620+ 1.27% |
$27.3K - $28.3K
|
49.3K
$2.11M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
608+ 1.9% |
$26.8K - $27.7K
|
32.5K
$1.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
604+ 0.6% |
$26.6K - $27.5K
|
101K
$4.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
601New |
$26.5K - $27.4K
|
601
$25.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
475+ 1.56% |
$20.9K - $21.7K
|
30.9K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
375+ 27.04% |
$16.5K - $17.1K
|
1.76K
$75.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
375New |
$16.5K - $17.1K
|
375
$16K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
307New |
$13.5K - $14K
|
307
$13.1K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
264+ 3.03% |
$11.6K - $12K
|
8.98K
$383K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
208+ 3.86% |
$9.16K - $9.48K
|
5.6K
$239K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
204+ 2.48% |
$8.98K - $9.3K
|
8.42K
$359K
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
179+ 0.29% |
$7.88K - $8.16K
|
62.9K
$2.68M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
172+ 324.53% |
$7.57K - $7.84K
|
225
$9.61K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
165+ 0.12% |
$7.26K - $7.52K
|
141K
$6M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
144New |
$6.34K - $6.56K
|
144
$6.15K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
100New |
$4.4K - $4.56K
|
100
$4.27K
|