Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.39M+ 23.57% |
$58.5M - $62M
|
7.3M
$320M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.16M+ 46.44% |
$48.6M - $51.5M
|
3.65M
$160M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
951K+ 23.77% |
$39.9M - $42.3M
|
4.95M
$217M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
683K+ 7.62% |
$28.7M - $30.4M
|
9.65M
$422M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
427K+ 15.49% |
$17.9M - $19M
|
3.18M
$139M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
420KNew |
$17.6M - $18.7M
|
420K
$18.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
395K+ 17.65% |
$16.6M - $17.6M
|
2.63M
$115M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
361KNew |
$15.2M - $16.1M
|
361K
$15.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
354K+ 483.57% |
$14.9M - $15.7M
|
427K
$18.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
341KNew |
$14.3M - $15.2M
|
341K
$14.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
230KNew |
$9.67M - $10.2M
|
230K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
207KNew |
$8.7M - $9.22M
|
207K
$9.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
207K+ 31.97% |
$8.69M - $9.21M
|
854K
$37.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
204K+ 10.67% |
$8.57M - $9.08M
|
2.12M
$92.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
203K+ 123.44% |
$8.52M - $9.03M
|
367K
$16.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
195K+ 39.88% |
$8.17M - $8.66M
|
682K
$29.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
190K+ 3.34% |
$7.96M - $8.43M
|
5.86M
$256M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
155KNew |
$6.51M - $6.9M
|
155K
$6.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
125K+ 15.28% |
$5.23M - $5.54M
|
940K
$41.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
120K+ 51.23% |
$5.05M - $5.35M
|
355K
$15.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
120K+ 20.08% |
$5.04M - $5.34M
|
717K
$31.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
118K+ 150.3% |
$4.96M - $5.26M
|
197K
$8.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
117KNew |
$4.91M - $5.21M
|
117K
$5.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
116K+ 18512.56% |
$4.89M - $5.18M
|
117K
$5.12M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
106K+ 306.47% |
$4.45M - $4.72M
|
141K
$6.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
104K+ 606.41% |
$4.35M - $4.61M
|
121K
$5.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
95.2K+ 307.52% |
$4M - $4.24M
|
126K
$5.52M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
83.7K+ 202.88% |
$3.51M - $3.73M
|
125K
$5.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
78.4K+ 10.37% |
$3.29M - $3.49M
|
834K
$36.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
77.5K+ 10.16% |
$3.25M - $3.45M
|
840K
$36.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
76.1K+ 28.84% |
$3.19M - $3.39M
|
340K
$14.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
76K+ 8.16% |
$3.19M - $3.38M
|
1.01M
$44M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
74.4K+ 204.86% |
$3.12M - $3.31M
|
111K
$4.84M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
73.7KNew |
$3.09M - $3.28M
|
73.7K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
69.8K+ 15.51% |
$2.93M - $3.11M
|
520K
$22.7M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
68.9K+ 98.04% |
$2.89M - $3.07M
|
139K
$6.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
64.2K+ 102.21% |
$2.69M - $2.85M
|
127K
$5.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
62.1K+ 9.66% |
$2.61M - $2.76M
|
705K
$30.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
53.5K+ 5.49% |
$2.24M - $2.38M
|
1.03M
$44.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
51.2K+ 57.74% |
$2.15M - $2.28M
|
140K
$6.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
50.9K+ 25.09% |
$2.14M - $2.27M
|
254K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47.4K+ 14.53% |
$1.99M - $2.11M
|
374K
$16.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
45.4K+ 70.93% |
$1.9M - $2.02M
|
109K
$4.78M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
42.4KNew |
$1.78M - $1.89M
|
42.4K
$1.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
40.7K+ 37.08% |
$1.71M - $1.81M
|
150K
$6.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
39.6KNew |
$1.66M - $1.76M
|
39.6K
$1.73M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
38.9K+ 14.35% |
$1.63M - $1.73M
|
310K
$13.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
34.7K+ 15.43% |
$1.46M - $1.54M
|
259K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33.9K+ 18.81% |
$1.43M - $1.51M
|
214K
$9.38M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
33.2KNew |
$1.4M - $1.48M
|
33.2K
$1.45M
|