Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.98K- 39.16% |
$302K - $333K
|
10.8K
$474K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-7.02K- 2.81% |
$303K - $335K
|
243K
$10.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-7.29K- 13.73% |
$315K - $348K
|
45.8K
$2M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-7.8K- 56.18% |
$337K - $372K
|
6.09K
$266K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-7.82K- 11.47% |
$338K - $373K
|
60.3K
$2.64M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.03K- 7.62% |
$347K - $383K
|
97.4K
$4.26M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.22K- 9.29% |
$355K - $392K
|
80.3K
$3.51M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.53K- 2.31% |
$369K - $407K
|
361K
$15.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.61K- 25.19% |
$372K - $411K
|
25.6K
$1.12M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.72K- 9.48% |
$377K - $416K
|
83.2K
$3.64M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-9.13K- 12.08% |
$394K - $435K
|
66.4K
$2.91M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-10.7K- 35.34% |
$461K - $509K
|
19.5K
$853K
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-13.2K- 39.15% |
$571K - $630K
|
20.5K
$898K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.2K- 66.49% |
$655K - $724K
|
7.64K
$334K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-16.2K- 2.64% |
$700K - $772K
|
598K
$26.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16.4K- 21.42% |
$711K - $785K
|
60.3K
$2.64M
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-17.4K- 27.53% |
$754K - $832K
|
45.9K
$2.01M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.8K- 31.23% |
$814K - $899K
|
41.5K
$1.82M
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-20.2K- 3.63% |
$872K - $963K
|
535K
$23.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-20.4K- 73.44% |
$883K - $975K
|
7.39K
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-20.5K- 6.66% |
$887K - $980K
|
288K
$12.6M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.2K- 8.64% |
$914K - $1.01M
|
224K
$9.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-21.4K- 36.07% |
$925K - $1.02M
|
38K
$1.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-22.2K- 6.74% |
$957K - $1.06M
|
306K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-22.2K- 73.46% |
$960K - $1.06M
|
8.03K
$351K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-23.6K- 93.87% |
$1.02M - $1.13M
|
1.54K
$67.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24.9K- 11.75% |
$1.08M - $1.19M
|
187K
$8.19M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-25.1K- 70.6% |
$1.09M - $1.2M
|
10.5K
$458K
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-27.5K- 9.6% |
$1.19M - $1.31M
|
259K
$11.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-30.7K- 24.65% |
$1.33M - $1.47M
|
94K
$4.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-31.6K- 28.65% |
$1.37M - $1.51M
|
78.7K
$3.44M
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-32K- 39.34% |
$1.38M - $1.53M
|
49.3K
$2.16M
|
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-35.6K- 24.62% |
$1.54M - $1.7M
|
109K
$4.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-39.3K- 25.32% |
$1.7M - $1.87M
|
116K
$5.07M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-41.3K- 20.17% |
$1.79M - $1.97M
|
164K
$7.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-54.2K- 10.68% |
$2.34M - $2.58M
|
453K
$19.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-56.7K- 92.34% |
$2.45M - $2.71M
|
4.71K
$206K
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-61.7K- 52.47% |
$2.66M - $2.94M
|
55.9K
$2.44M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-62K- 80.35% |
$2.68M - $2.96M
|
15.2K
$663K
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-65.6K- 74.53% |
$2.84M - $3.13M
|
22.4K
$981K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-73.5K- 8.27% |
$3.18M - $3.51M
|
816K
$35.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-74.3K- 50.69% |
$3.21M - $3.54M
|
72.3K
$3.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-77.8K- 17.85% |
$3.36M - $3.71M
|
358K
$15.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-84.1K- 14.26% |
$3.63M - $4.01M
|
505K
$22.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-88.5K- 4.82% |
$3.82M - $4.22M
|
1.75M
$76.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-89.4K- 7.2% |
$3.86M - $4.26M
|
1.15M
$50.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-96.7K- 9.79% |
$4.18M - $4.61M
|
891K
$39M
|
|
|
Oct 28, 2022
Q3 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-97.9K- 1.71% |
$4.23M - $4.67M
|
5.62M
$246M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-102K- 90.44% |
$4.4M - $4.86M
|
10.8K
$471K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-109K- 45.49% |
$4.72M - $5.21M
|
131K
$5.73M
|