Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
783+ 12.55% |
$33.6K - $35.8K
|
7.02K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
753+ 11.0% |
$32.3K - $34.5K
|
7.6K
$326K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
747+ 13.2% |
$32K - $34.2K
|
6.41K
$275K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
725+ 4.24% |
$31.1K - $33.2K
|
17.8K
$765K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
669+ 1.2% |
$28.7K - $30.6K
|
56.3K
$2.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
667+ 8.62% |
$28.6K - $30.5K
|
8.41K
$360K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
621+ 8.21% |
$26.6K - $28.4K
|
8.18K
$351K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
591New |
$25.3K - $27K
|
591
$25.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
582+ 3.73% |
$25K - $26.6K
|
16.2K
$694K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
507+ 2.23% |
$21.7K - $23.2K
|
23.2K
$996K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
500+ 6.13% |
$21.4K - $22.9K
|
8.66K
$371K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
490+ 6.94% |
$21K - $22.4K
|
7.55K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
485+ 1.14% |
$20.8K - $22.2K
|
43.1K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
454+ 1.6% |
$19.5K - $20.8K
|
28.9K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
447+ 3.19% |
$19.2K - $20.5K
|
14.5K
$620K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
400+ 1.03% |
$17.1K - $18.3K
|
39.1K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
318+ 6.13% |
$13.6K - $14.6K
|
5.5K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
314+ 0.42% |
$13.5K - $14.4K
|
75.7K
$3.24M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
282+ 1.29% |
$12.1K - $12.9K
|
22.1K
$948K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
222New |
$9.52K - $10.2K
|
222
$9.52K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
216+ 1.73% |
$9.26K - $9.88K
|
12.7K
$546K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
215New |
$9.22K - $9.84K
|
215
$9.22K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
136New |
$5.83K - $6.22K
|
136
$5.83K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
75New |
$3.22K - $3.43K
|
75
$3.22K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
74+ 1.41% |
$3.17K - $3.39K
|
5.33K
$229K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
61+ 2.81% |
$2.62K - $2.79K
|
2.23K
$95.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
44+ 0.91% |
$1.89K - $2.01K
|
4.9K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
37+ 0.55% |
$1.59K - $1.69K
|
6.71K
$288K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
36New |
$1.54K - $1.65K
|
36
$1.54K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
26New |
$1.11K - $1.19K
|
26
$1.11K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7New |
$300 - $320
|
7
$300
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
7New |
$300 - $320
|
7
$300
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 0.99% |
$171 - $183
|
409
$17.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.64% |
$85.7 - $91.5
|
316
$13.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.12% |
$85.7 - $91.5
|
181
$7.76K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-5- 0.07% |
$214 - $229
|
6.89K
$295K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-44- 0.4% |
$1.89K - $2.01K
|
11K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-46- 0.95% |
$1.97K - $2.1K
|
4.79K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-63- 1.01% |
$2.7K - $2.88K
|
6.2K
$266K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-64- 0.02% |
$2.74K - $2.93K
|
327K
$14M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-110- 1.14% |
$4.72K - $5.03K
|
9.54K
$409K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-115- 2.53% |
$4.93K - $5.26K
|
4.43K
$190K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-116- 29.07% |
$4.97K - $5.31K
|
283
$12.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-153- 1.14% |
$6.56K - $7K
|
13.3K
$569K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-184- 0.14% |
$7.89K - $8.42K
|
133K
$5.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-202- 1.61% |
$8.66K - $9.24K
|
12.3K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-213- 1.02% |
$9.13K - $9.75K
|
20.7K
$885K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-327- 22.84% |
$14K - $15K
|
1.11K
$47.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-350- 2.8% |
$15K - $16K
|
12.1K
$520K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-364- 6.56% |
$15.6K - $16.7K
|
5.19K
$222K
|