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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-810- 8.58% |
$34K - $36K
|
8.63K
$368K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-840- 3.1% |
$35.3K - $37.4K
|
26.3K
$1.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-863- 0.99% |
$36.2K - $38.4K
|
86.2K
$3.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-946- 60.37% |
$39.7K - $42.1K
|
621
$26.5K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.01K- 11.3% |
$42.6K - $45.1K
|
7.96K
$340K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.03K- 5.16% |
$43.1K - $45.7K
|
18.9K
$806K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.1K- 2.54% |
$46.2K - $49K
|
42.2K
$1.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.18K- 89.51% |
$49.5K - $52.4K
|
138
$5.89K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.35K- 3.99% |
$56.5K - $59.9K
|
32.3K
$1.38M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.35K- 5.7% |
$56.8K - $60.3K
|
22.4K
$956K
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.43K- 22.74% |
$59.9K - $63.5K
|
4.85K
$207K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.47K- 12.48% |
$61.7K - $65.4K
|
10.3K
$440K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.99K- 0.37% |
$83.3K - $88.3K
|
540K
$23.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.08K- 60.14% |
$87.2K - $92.5K
|
1.38K
$58.8K
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.12K- 19.98% |
$89.1K - $94.4K
|
8.5K
$363K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.15K- 1.37% |
$90.3K - $95.7K
|
155K
$6.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-2.19K- 4.82% |
$91.9K - $97.5K
|
43.3K
$1.85M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.26K- 13.37% |
$94.8K - $101K
|
14.6K
$625K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.41K- 9.1% |
$101K - $107K
|
24K
$1.03M
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.47K- 19.38% |
$104K - $110K
|
10.3K
$438K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-2.55K- 76.8% |
$107K - $113K
|
769
$32.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.6K- 8.71% |
$109K - $116K
|
27.3K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.64K- 7.64% |
$111K - $117K
|
31.9K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-2.98K- 11.14% |
$125K - $133K
|
23.8K
$1.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.06K- 7.7% |
$129K - $136K
|
36.7K
$1.57M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.27K- 4.4% |
$137K - $146K
|
71.1K
$3.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.36K- 4.68% |
$141K - $150K
|
68.6K
$2.93M
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-3.42K- 4.72% |
$144K - $152K
|
69K
$2.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.84K- 9.44% |
$161K - $171K
|
36.9K
$1.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.15K- 5.3% |
$174K - $185K
|
74K
$3.16M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.22K- 1.45% |
$177K - $188K
|
287K
$12.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.29K- 26.83% |
$180K - $191K
|
11.7K
$500K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.61KClosed |
$193K - $205K
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.62K- 2.54% |
$194K - $206K
|
178K
$7.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.82K- 29.8% |
$202K - $215K
|
11.4K
$485K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-4.99K- 14.55% |
$209K - $222K
|
29.3K
$1.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
SELL
|
- |
-5.04K- 4.57% |
$212K - $224K
|
105K
$4.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.31K- 12.33% |
$223K - $236K
|
37.7K
$1.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-5.55K- 17.89% |
$233K - $247K
|
25.5K
$1.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-5.59K- 17.12% |
$235K - $249K
|
27.1K
$1.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.93K- 18.22% |
$249K - $264K
|
26.6K
$1.14M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-6.03K- 6.44% |
$253K - $268K
|
87.6K
$3.74M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.53K- 11.54% |
$274K - $291K
|
50.1K
$2.14M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.76K- 32.02% |
$284K - $301K
|
14.4K
$613K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.83K- 54.5% |
$287K - $304K
|
5.7K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.51K- 3.59% |
$357K - $379K
|
228K
$9.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-8.6K- 19.8% |
$361K - $383K
|
34.9K
$1.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-9.69K- 4.12% |
$407K - $431K
|
226K
$9.63M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.1K- 4.48% |
$425K - $451K
|
216K
$9.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-10.6K- 12.08% |
$446K - $472K
|
77.2K
$3.3M
|