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 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
33.1K+ 8.85% |
$1.39M - $1.47M
|
407K
$17.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32.5K+ 33.6% |
$1.36M - $1.45M
|
129K
$5.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
32.3K+ 31.71% |
$1.35M - $1.44M
|
134K
$5.74M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
32K+ 54.09% |
$1.34M - $1.42M
|
91.2K
$3.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.7K+ 3.66% |
$1.33M - $1.41M
|
898K
$38.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
29.5KNew |
$1.24M - $1.31M
|
29.5K
$1.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29.2K+ 13.12% |
$1.23M - $1.3M
|
252K
$10.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.1K+ 7.77% |
$1.22M - $1.3M
|
404K
$17.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
28.8K+ 427.58% |
$1.21M - $1.28M
|
35.5K
$1.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
28.3K+ 28.86% |
$1.19M - $1.26M
|
126K
$5.41M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
27.4K+ 17.67% |
$1.15M - $1.22M
|
183K
$7.83M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
25.3K+ 74.5% |
$1.06M - $1.12M
|
59.2K
$2.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
25.1K+ 18.17% |
$1.05M - $1.11M
|
163K
$6.99M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
23.3K+ 66.69% |
$979K - $1.04M
|
58.3K
$2.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
22.1K+ 2.43% |
$929K - $985K
|
933K
$40M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
20.6K+ 25.25% |
$867K - $919K
|
102K
$4.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
20.6K+ 14.63% |
$864K - $916K
|
161K
$6.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.5K+ 113.92% |
$859K - $911K
|
38.4K
$1.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
19.9K+ 4.87% |
$837K - $887K
|
430K
$18.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
19.3K+ 2.05% |
$811K - $860K
|
964K
$41.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
19.3K+ 21.03% |
$811K - $859K
|
111K
$4.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
19.3K+ 25.21% |
$810K - $859K
|
95.9K
$4.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
18.2K+ 8.96% |
$765K - $811K
|
222K
$9.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
17.5K+ 3.7% |
$736K - $780K
|
491K
$21M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
17.4K+ 7.61% |
$729K - $773K
|
245K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
17.1K+ 247.11% |
$717K - $760K
|
24K
$1.03M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
16.7KNew |
$700K - $742K
|
16.7K
$715K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16.2K+ 14.52% |
$678K - $719K
|
127K
$5.46M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
14.9K+ 7.26% |
$626K - $664K
|
220K
$9.45M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.8K+ 13.75% |
$580K - $615K
|
114K
$4.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
13.4K+ 6.41% |
$563K - $597K
|
223K
$9.55M
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
12.7KNew |
$532K - $564K
|
12.7K
$543K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$524K - $555K
|
12.5K
$535K
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
12.4K+ 5.87% |
$522K - $553K
|
224K
$9.61M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
12.2K+ 2.68% |
$514K - $545K
|
470K
$20.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
12.2KNew |
$513K - $543K
|
12.2K
$524K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
11.5K+ 107.05% |
$483K - $512K
|
22.2K
$954K
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
11.5K+ 2.84% |
$482K - $511K
|
416K
$17.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.4K+ 11.88% |
$477K - $505K
|
107K
$4.58M
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
11.1K+ 3.18% |
$464K - $492K
|
359K
$15.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
11KNew |
$461K - $488K
|
11K
$470K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.96KNew |
$418K - $443K
|
9.96K
$427K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.82K+ 4.78% |
$412K - $437K
|
215K
$9.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
9.56K+ 43.75% |
$401K - $425K
|
31.4K
$1.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
9.5K+ 18.16% |
$399K - $423K
|
61.8K
$2.65M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.39K+ 12.99% |
$394K - $418K
|
81.7K
$3.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
8.75K+ 2.47% |
$367K - $389K
|
363K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.25K+ 105.31% |
$346K - $367K
|
16.1K
$689K
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8.1K+ 14.97% |
$340K - $360K
|
62.2K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
7.78K+ 6.75% |
$326K - $346K
|
123K
$5.27M
|