Purchases and Sales Made in Q3 2023 in First Tr ETF Viii Tcw Opportun (FIXD)

FIXD Quotes by TradingView

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 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
269
New
$11.3K - $12K
269 $11.5K
Oct 23, 2023 Q3 2023
Moneywise, Inc.

BUY
 -
266
+ 1.6%
$11.2K - $11.8K
16.9K $721K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
263
+ 2.78%
$11K - $11.7K
9.73K $415K
Oct 17, 2023 Q3 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
219
+ 0.91%
$9.19K - $9.75K
24.4K $1.04M
Oct 24, 2023 Q3 2023
Retirement Planning Group

BUY
 -
168
+ 1.58%
$7.05K - $7.48K
10.8K $462K
Oct 19, 2023 Q3 2023
Accel Wealth Management

BUY
 -
133
+ 2.32%
$5.58K - $5.92K
5.87K $251K
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

BUY
 -
100
+ 0.33%
$4.2K - $4.45K
30.3K $1.29M
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
100
New
$4.2K - $4.45K
100 $4.27K
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
45
+ 0.73%
$1.89K - $2K
6.21K $265K
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
16
+ 1.08%
$672 - $712
1.5K $64.2K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
8
+ 0.12%
$336 - $356
6.96K $297K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
6
+ 0.78%
$252 - $267
774 $33K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
2
+ 0.82%
$84 - $89
246 $10.5K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
1
+ 0.52%
$42 - $44.5
194 $8.28K
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-17
- 0.3%
$714 - $757
5.72K $244K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
SELL
 -
-29
- 2.93%
$1.22K - $1.29K
962 $41.1K
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-74
- 1.26%
$3.11K - $3.29K
5.8K $248K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

SELL
 -
-88
- 0.81%
$3.69K - $3.92K
10.8K $459K
Nov 14, 2023 Q3 2023
Harvest Investment Services, LLC

SELL
 -
-101
- 0.3%
$4.24K - $4.49K
33.9K $1.45M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

SELL
 -
-110
- 0.5%
$4.62K - $4.9K
22K $939K
Nov 07, 2023 Q3 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-127
- 0.97%
$5.33K - $5.65K
13K $555K
Oct 20, 2023 Q3 2023
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-130
- 0.3%
$5.46K - $5.79K
43.3K $1.85M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

SELL
 -
-139
- 61.78%
$5.84K - $6.19K
86 $3.67K
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-154
- 1.0%
$6.46K - $6.85K
15.2K $650K
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

SELL
 -
-186
- 1.75%
$7.81K - $8.28K
10.5K $446K
Nov 13, 2023 Q3 2023
Sugarloaf Wealth Management, LLC

SELL
 -
-204
- 53.97%
$8.56K - $9.08K
174 $7.43K
Oct 31, 2023 Q3 2023
Allworth Financial LP

SELL
 -
-207
- 9.3%
$8.69K - $9.21K
2.02K $86.2K
Nov 13, 2023 Q3 2023
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-211
- 0.72%
$8.86K - $9.39K
29.1K $1.24M
Nov 08, 2023 Q3 2023
Tru Independence LLC

SELL
 -
-241
- 1.15%
$10.1K - $10.7K
20.7K $883K
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

SELL
 -
-244
- 1.67%
$10.2K - $10.9K
14.4K $615K
Nov 09, 2023 Q3 2023
Concorde Asset Management, LLC

SELL
 -
-252
- 0.65%
$10.6K - $11.2K
38.3K $1.63M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-298
- 4.71%
$12.5K - $13.3K
6.04K $258K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-315
- 0.29%
$13.2K - $14K
107K $4.58M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

SELL
 -
-360
- 9.89%
$15.1K - $16K
3.28K $140K
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-400
- 66.67%
$16.8K - $17.8K
200 $8.54K
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

SELL
 -
-482
- 3.72%
$20.2K - $21.4K
12.5K $532K
Oct 13, 2023 Q3 2023
Pfg Advisors

SELL
 -
-503
- 1.63%
$21.1K - $22.4K
30.4K $1.3M
Oct 13, 2023 Q3 2023
Inspirion Wealth Advisors, LLC

SELL
 -
-541
- 1.1%
$22.7K - $24.1K
48.8K $2.08M
Oct 13, 2023 Q3 2023
One Ascent Wealth Management LLC

Birmingham, AL
SELL
 -
-574
- 0.94%
$24.1K - $25.5K
60.2K $2.57M
Oct 05, 2023 Q3 2023
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-588
- 3.32%
$24.7K - $26.2K
17.1K $732K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-619
- 0.92%
$26K - $27.5K
66.6K $2.84M
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-688
- 4.53%
$28.9K - $30.6K
14.5K $618K
Nov 16, 2023 Q3 2023
Laraway Financial Advisors Inc

Saint Cloud, MN
SELL
 -
-697
- 2.91%
$29.3K - $31K
23.2K $991K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-697
- 39.56%
$29.3K - $31K
1.07K $45.5K
Oct 13, 2023 Q3 2023
Avidian Wealth Solutions, LLC

SELL
 -
-718
- 3.26%
$30.1K - $32K
21.3K $910K
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

SELL
 -
-740
- 3.61%
$31.1K - $32.9K
19.8K $844K
Nov 02, 2023 Q3 2023
Cypress Capital Group

SELL
 -
-752
- 6.08%
$31.6K - $33.5K
11.6K $496K
Nov 13, 2023 Q3 2023
Integrity Financial Corp

SELL
 -
-752
- 2.21%
$31.6K - $33.5K
33.3K $1.42M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-766
- 10.38%
$32.2K - $34.1K
6.61K $282K

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