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 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-93.9K- 81.66% |
$3.94M - $4.09M
|
21.1K
$900K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-95.5K- 31.85% |
$4.01M - $4.16M
|
204K
$8.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-97.4K- 47.82% |
$4.09M - $4.24M
|
106K
$4.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-111K- 26.84% |
$4.66M - $4.84M
|
302K
$12.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-112K- 70.54% |
$4.71M - $4.89M
|
46.8K
$2M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-116K- 55.49% |
$4.85M - $5.04M
|
92.6K
$3.95M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-116K- 74.46% |
$4.88M - $5.06M
|
39.8K
$1.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-130K- 66.58% |
$5.46M - $5.67M
|
65.3K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-219K- 19.52% |
$9.22M - $9.57M
|
905K
$38.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-221K- 48.23% |
$9.28M - $9.63M
|
237K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-233K- 18.83% |
$9.79M - $10.2M
|
1M
$42.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-241K- 3.32% |
$10.1M - $10.5M
|
7.02M
$300M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-316K- 30.75% |
$13.3M - $13.8M
|
712K
$30.4M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-335K- 48.05% |
$14.1M - $14.6M
|
362K
$15.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-352K- 3.84% |
$14.8M - $15.3M
|
8.81M
$376M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-368K- 82.81% |
$15.5M - $16M
|
76.4K
$3.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-484K- 13.62% |
$20.3M - $21.1M
|
3.07M
$131M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-494K- 39.7% |
$20.8M - $21.6M
|
751K
$32.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-621K- 72.47% |
$26.1M - $27.1M
|
236K
$10.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-690K- 21.23% |
$29M - $30.1M
|
2.56M
$109M
|