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 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.68K- 4.82% |
$323K - $335K
|
152K
$6.47M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.7K- 0.48% |
$324K - $336K
|
1.6M
$68.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-8.06K- 73.94% |
$338K - $351K
|
2.84K
$121K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-8.67KClosed |
$364K - $378K
|
0
$0
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-8.88K- 8.26% |
$373K - $387K
|
98.7K
$4.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.01K- 3.07% |
$379K - $393K
|
285K
$12.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-9.32K- 3.65% |
$392K - $406K
|
246K
$10.5M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-9.58K- 6.3% |
$402K - $418K
|
143K
$6.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.4K- 1.19% |
$438K - $454K
|
866K
$37M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.6K- 27.74% |
$444K - $461K
|
27.5K
$1.18M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-11K- 16.35% |
$464K - $481K
|
56.5K
$2.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-11.4K- 70.65% |
$477K - $495K
|
4.72K
$202K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-12K- 38.43% |
$504K - $523K
|
19.2K
$820K
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-13.3K- 16.55% |
$558K - $579K
|
67K
$2.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.5K- 32.39% |
$567K - $589K
|
28.2K
$1.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-13.8K- 6.16% |
$579K - $601K
|
210K
$8.97M
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-13.9K- 12.89% |
$583K - $605K
|
93.8K
$4M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14.3K- 6.08% |
$600K - $623K
|
221K
$9.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15.6K- 4.8% |
$655K - $680K
|
309K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.5K- 0.16% |
$778K - $808K
|
11.4M
$487M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.5K- 0.16% |
$778K - $808K
|
11.4M
$487M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-19.2K- 27.36% |
$805K - $835K
|
50.9K
$2.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.6K- 3.57% |
$865K - $898K
|
556K
$23.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-22.6K- 11.23% |
$948K - $984K
|
178K
$7.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-24.7K- 6.3% |
$1.04M - $1.08M
|
367K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.4K- 2.31% |
$1.11M - $1.15M
|
1.11M
$47.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-27.8K- 4.04% |
$1.17M - $1.21M
|
660K
$28.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-28.4K- 8.32% |
$1.19M - $1.24M
|
313K
$13.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.8K- 2.89% |
$1.25M - $1.3M
|
1M
$42.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-31.3K- 18.68% |
$1.31M - $1.36M
|
136K
$5.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-32.3K- 13.14% |
$1.35M - $1.41M
|
213K
$9.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-34K- 86.11% |
$1.43M - $1.48M
|
5.48K
$234K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-37.9K- 28.32% |
$1.59M - $1.65M
|
96K
$4.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-41K- 20.18% |
$1.72M - $1.79M
|
162K
$6.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-41.7K- 17.53% |
$1.75M - $1.82M
|
196K
$8.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-43.7K- 35.98% |
$1.84M - $1.91M
|
77.9K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-43.8K- 33.41% |
$1.84M - $1.91M
|
87.3K
$3.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-44.2K- 11.89% |
$1.86M - $1.93M
|
328K
$14M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-45.1K- 17.65% |
$1.89M - $1.96M
|
210K
$8.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-45.2K- 27.79% |
$1.9M - $1.97M
|
117K
$5.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-45.5K- 35.06% |
$1.91M - $1.99M
|
84.3K
$3.6M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-48.4K- 37.41% |
$2.03M - $2.11M
|
81K
$3.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-50.6K- 11.2% |
$2.13M - $2.21M
|
402K
$17.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-57.5K- 17.71% |
$2.41M - $2.51M
|
267K
$11.4M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-64.4K- 70.61% |
$2.7M - $2.81M
|
26.8K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-64.8K- 25.41% |
$2.72M - $2.83M
|
190K
$8.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-68K- 38.21% |
$2.86M - $2.97M
|
110K
$4.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-74.3K- 19.26% |
$3.12M - $3.24M
|
311K
$13.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-81.1K- 93.48% |
$3.41M - $3.54M
|
5.66K
$242K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-90.9K- 71.66% |
$3.82M - $3.96M
|
35.9K
$1.53M
|