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
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7.01K+ 8.42% |
$294K - $312K
|
90.3K
$3.86M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.93K+ 31.49% |
$291K - $309K
|
29K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.69K+ 15.55% |
$281K - $298K
|
49.7K
$2.12M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
6.54K+ 4.05% |
$275K - $291K
|
168K
$7.18M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.53K+ 14.79% |
$274K - $291K
|
50.7K
$2.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
6.27K+ 32.75% |
$263K - $279K
|
25.4K
$1.08M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.06K+ 86.46% |
$254K - $270K
|
13.1K
$558K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.06K+ 29.65% |
$254K - $269K
|
26.5K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.34KNew |
$224K - $238K
|
5.34K
$228K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.28K+ 25.83% |
$222K - $235K
|
25.7K
$1.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.18K+ 7.68% |
$217K - $230K
|
72.5K
$3.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.98K+ 9.33% |
$209K - $222K
|
58.4K
$2.49M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.98KNew |
$209K - $222K
|
4.98K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.97K+ 63.45% |
$209K - $221K
|
12.8K
$547K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.86KNew |
$204K - $216K
|
4.86K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.78K+ 7.36% |
$201K - $213K
|
69.7K
$2.97M
|
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
4.32K+ 4.95% |
$181K - $192K
|
91.7K
$3.91M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
4.26K+ 2.36% |
$179K - $190K
|
185K
$7.89M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.95K+ 3.4% |
$166K - $176K
|
120K
$5.13M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.76K+ 6.77% |
$158K - $167K
|
59.3K
$2.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
3.69K+ 38.83% |
$155K - $164K
|
13.2K
$562K
|
|
|
Oct 27, 2023
Q3 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
3.52K+ 0.99% |
$148K - $157K
|
361K
$15.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.5K+ 7.46% |
$147K - $156K
|
50.4K
$2.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.33K+ 23.9% |
$140K - $148K
|
17.3K
$737K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3.3K+ 1.54% |
$139K - $147K
|
218K
$9.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.15K+ 6.39% |
$132K - $140K
|
52.5K
$2.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.14K+ 2.78% |
$132K - $140K
|
116K
$4.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.98K+ 73.03% |
$125K - $133K
|
7.07K
$302K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
2.45K+ 10.21% |
$103K - $109K
|
26.5K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.42K+ 1.66% |
$101K - $108K
|
148K
$6.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.21K+ 5.98% |
$92.9K - $98.5K
|
39.2K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.11K+ 4.01% |
$88.7K - $94K
|
54.8K
$2.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2.07K+ 16.55% |
$87K - $92.2K
|
14.6K
$623K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.96K+ 6.53% |
$82.2K - $87.1K
|
31.9K
$1.36M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 10.89% |
$74.6K - $79.1K
|
18.1K
$773K
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
1.69K+ 1.87% |
$70.7K - $75K
|
91.9K
$3.92M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.67K+ 2.45% |
$69.9K - $74.1K
|
69.7K
$2.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.54K+ 15.46% |
$64.6K - $68.5K
|
11.5K
$491K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.23K+ 17.47% |
$51.5K - $54.6K
|
8.25K
$352K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
1.16K+ 6.74% |
$48.7K - $51.6K
|
18.4K
$784K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.02K+ 1.2% |
$42.7K - $45.2K
|
85.5K
$3.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
980+ 7.09% |
$41.1K - $43.6K
|
14.8K
$632K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
858+ 16.7% |
$36K - $38.2K
|
6K
$256K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
756+ 5.33% |
$31.7K - $33.6K
|
14.9K
$638K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
726+ 0.9% |
$30.5K - $32.3K
|
81.8K
$3.49M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
516+ 10.43% |
$21.7K - $23K
|
5.46K
$233K
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
453+ 4.06% |
$19K - $20.2K
|
11.6K
$495K
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
414+ 0.36% |
$17.4K - $18.4K
|
114K
$4.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
367+ 3.5% |
$15.4K - $16.3K
|
10.9K
$464K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
338+ 3.29% |
$14.2K - $15K
|
10.6K
$452K
|