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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2.25K+ 5.36% |
$94.4K - $98K
|
44.2K
$1.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.16K+ 1.95% |
$90.8K - $94.2K
|
113K
$4.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
2.13K+ 2.52% |
$89.4K - $92.7K
|
86.6K
$3.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.96K+ 2.09% |
$82.5K - $85.6K
|
96.1K
$4.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.95K+ 34.83% |
$81.8K - $84.9K
|
7.54K
$322K
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.87K+ 0.92% |
$78.6K - $81.6K
|
204K
$8.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.85K+ 29.24% |
$77.6K - $80.5K
|
8.16K
$348K
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
1.82K+ 4.09% |
$76.2K - $79.1K
|
46.2K
$1.97M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
1.81K+ 4.16% |
$76K - $78.9K
|
45.3K
$1.93M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.67K+ 3.91% |
$70.2K - $72.9K
|
44.4K
$1.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
1.61K+ 5.11% |
$67.5K - $70.1K
|
33.1K
$1.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.6K+ 0.92% |
$67.3K - $69.8K
|
176K
$7.49M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
1.58K+ 1.14% |
$66.4K - $68.9K
|
140K
$5.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.54K+ 116.38% |
$64.8K - $67.2K
|
2.87K
$122K
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.5K+ 26.98% |
$63.1K - $65.4K
|
7.06K
$302K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.43KNew |
$60.2K - $62.4K
|
1.43K
$61.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.4K+ 6.64% |
$58.9K - $61.1K
|
22.5K
$961K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.38K+ 1.48% |
$57.9K - $60.1K
|
94.6K
$4.04M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.32K+ 9.44% |
$55.3K - $57.4K
|
15.3K
$652K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.3K+ 26.4% |
$54.8K - $56.9K
|
6.24K
$267K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.25K+ 2.5% |
$52.4K - $54.4K
|
51K
$2.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.15K+ 5.41% |
$48.4K - $50.2K
|
22.5K
$959K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 5.13% |
$45.3K - $47K
|
22.1K
$945K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.07K+ 4.2% |
$44.8K - $46.5K
|
26.5K
$1.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.05K+ 1.36% |
$44.2K - $45.8K
|
78.2K
$3.34M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
992+ 2.88% |
$41.7K - $43.3K
|
35.4K
$1.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
988+ 3.76% |
$41.5K - $43.1K
|
27.3K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
911+ 2.18% |
$38.3K - $39.7K
|
42.7K
$1.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
841+ 12.11% |
$35.3K - $36.7K
|
7.79K
$332K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
807+ 2.69% |
$33.9K - $35.2K
|
30.8K
$1.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
741New |
$31.1K - $32.3K
|
741
$31.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
734+ 5.78% |
$30.8K - $32K
|
13.4K
$573K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
716+ 0.75% |
$30.1K - $31.2K
|
96K
$4.1M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
552+ 11.29% |
$23.2K - $24.1K
|
5.44K
$232K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
425+ 6.99% |
$17.9K - $18.5K
|
6.51K
$278K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
405New |
$17K - $17.7K
|
405
$17.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
399New |
$16.8K - $17.4K
|
399
$17K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
384+ 34.41% |
$16.1K - $16.7K
|
1.5K
$64K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
379New |
$15.9K - $16.5K
|
379
$16.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
358+ 5.88% |
$15K - $15.6K
|
6.45K
$275K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
346+ 4.59% |
$14.5K - $15.1K
|
7.88K
$336K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
325New |
$13.7K - $14.2K
|
325
$13.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
272+ 2.16% |
$11.4K - $11.9K
|
12.9K
$550K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
263+ 5.54% |
$11K - $11.5K
|
5.01K
$214K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
248New |
$10.4K - $10.8K
|
248
$10.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
246+ 0.46% |
$10.3K - $10.7K
|
53.7K
$2.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
136+ 0.85% |
$5.71K - $5.93K
|
16.1K
$687K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
97New |
$4.07K - $4.23K
|
97
$4.14K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
94+ 0.51% |
$3.95K - $4.1K
|
18.7K
$798K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
93+ 0.85% |
$3.91K - $4.05K
|
11.1K
$473K
|