Purchases and Sales Made in Q2 2024 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 2024. 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 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
930KNew |
$39.1M - $40.5M
|
930K
$39.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
763K+ 11.27% |
$32M - $33.3M
|
7.53M
$323M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
482KNew |
$20.2M - $21M
|
482K
$20.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
419K+ 95.63% |
$17.6M - $18.3M
|
857K
$36.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
350K+ 99.57% |
$14.7M - $15.3M
|
702K
$30.1M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
207K+ 328.03% |
$8.71M - $9.04M
|
270K
$11.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
182K+ 1140.66% |
$7.64M - $7.93M
|
198K
$8.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
172K+ 8.27% |
$7.21M - $7.48M
|
2.24M
$96.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
156K+ 28.49% |
$6.54M - $6.78M
|
702K
$30.1M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
152K+ 43.31% |
$6.36M - $6.61M
|
501K
$21.5M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
143K+ 60.62% |
$6.01M - $6.24M
|
379K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
130K+ 15.28% |
$5.47M - $5.68M
|
982K
$42.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
96.9K+ 13.28% |
$4.07M - $4.23M
|
827K
$35.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
95.3K+ 24.77% |
$4.01M - $4.16M
|
480K
$20.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
84.4KNew |
$3.55M - $3.68M
|
84.4K
$3.62M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
76.6KNew |
$3.22M - $3.34M
|
76.6K
$3.29M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
70.4K+ 45.35% |
$2.96M - $3.07M
|
226K
$9.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
68.8KNew |
$2.89M - $3M
|
68.8K
$2.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
57.6KNew |
$2.42M - $2.51M
|
57.6K
$2.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
57.5K+ 425.94% |
$2.42M - $2.51M
|
71K
$3.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
52.5K+ 4.07% |
$2.21M - $2.29M
|
1.34M
$57.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
50.2K+ 19.81% |
$2.11M - $2.19M
|
304K
$13M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
46.4K+ 23.66% |
$1.95M - $2.02M
|
243K
$10.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
46.1K+ 11.72% |
$1.93M - $2.01M
|
439K
$18.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
44.6K+ 3.86% |
$1.87M - $1.95M
|
1.2M
$51.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
41.7K+ 7.88% |
$1.75M - $1.82M
|
572K
$24.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
34.8KNew |
$1.46M - $1.52M
|
34.8K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
32.9K+ 28.86% |
$1.38M - $1.43M
|
147K
$6.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
32.2K+ 47.44% |
$1.35M - $1.4M
|
100K
$4.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.2KNew |
$1.23M - $1.27M
|
29.2K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.8K+ 40.68% |
$1.21M - $1.26M
|
99.6K
$4.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
27.7K+ 6.1% |
$1.16M - $1.21M
|
482K
$20.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27.5K+ 8.19% |
$1.16M - $1.2M
|
364K
$15.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
27.3K+ 6.05% |
$1.15M - $1.19M
|
478K
$20.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
25.7K+ 14.78% |
$1.08M - $1.12M
|
199K
$8.56M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
25K+ 1.98% |
$1.05M - $1.09M
|
1.29M
$55.2M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
23.2K+ 3.18% |
$976K - $1.01M
|
753K
$32.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21.5K+ 8.62% |
$903K - $937K
|
271K
$11.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
21.2K+ 12.25% |
$892K - $925K
|
195K
$8.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
20.8K+ 0.58% |
$872K - $905K
|
3.63M
$156M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20K+ 109.89% |
$838K - $870K
|
38.1K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.5K+ 35.69% |
$735K - $763K
|
66.5K
$2.85M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
17.4K+ 1.84% |
$730K - $758K
|
963K
$41.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
16K+ 4.55% |
$673K - $698K
|
368K
$15.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
15.5KNew |
$650K - $675K
|
15.5K
$664K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
14KNew |
$588K - $611K
|
14K
$601K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14K+ 9.67% |
$587K - $609K
|
158K
$6.8M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.7K+ 5.03% |
$576K - $597K
|
286K
$12.3M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.7K+ 14.64% |
$574K - $595K
|
107K
$4.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.4K+ 10.25% |
$563K - $584K
|
144K
$6.19M
|