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 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.93K- 11.7% |
$211K - $226K
|
37.2K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.55K- 10.01% |
$238K - $254K
|
49.9K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.58K- 14.18% |
$239K - $256K
|
33.8K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-5.75K- 2.73% |
$246K - $263K
|
204K
$8.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.8K- 5.43% |
$249K - $266K
|
101K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-5.94K- 70.53% |
$255K - $272K
|
2.48K
$106K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-6.08K- 37.51% |
$261K - $278K
|
10.1K
$434K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.08K- 7.53% |
$303K - $324K
|
87K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.11K- 30.8% |
$305K - $325K
|
16K
$684K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-7.51K- 7.07% |
$322K - $344K
|
98.7K
$4.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.55K- 35.81% |
$324K - $346K
|
13.5K
$580K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.71K- 9.75% |
$330K - $353K
|
71.3K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-8.18K- 10.29% |
$351K - $374K
|
71.3K
$3.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-10.5K- 90.13% |
$451K - $481K
|
1.15K
$49.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.1K- 5.04% |
$477K - $509K
|
210K
$8.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.9K- 1.54% |
$596K - $636K
|
891K
$38.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-14.1K- 2.14% |
$606K - $647K
|
646K
$27.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-15.6K- 27.54% |
$667K - $712K
|
40.9K
$1.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-15.6K- 17.76% |
$667K - $712K
|
72.1K
$3.09M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-16K- 11.23% |
$686K - $732K
|
127K
$5.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-16.9K- 3.41% |
$726K - $775K
|
479K
$20.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-17.1K- 5.3% |
$734K - $783K
|
306K
$13.1M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19.3K- 72.03% |
$827K - $883K
|
7.49K
$321K
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-20K- 29.86% |
$857K - $915K
|
47K
$2.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20K- 5.51% |
$859K - $917K
|
344K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.3K- 2.33% |
$870K - $928K
|
850K
$36.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-24.8K- 3.54% |
$1.06M - $1.14M
|
677K
$29M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.9K- 10.44% |
$1.2M - $1.28M
|
239K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-30.8K- 22.61% |
$1.32M - $1.41M
|
105K
$4.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-35.1K- 6.31% |
$1.51M - $1.61M
|
521K
$22.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-35.9K- 16.84% |
$1.54M - $1.64M
|
177K
$7.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-36.8K- 38.34% |
$1.58M - $1.68M
|
59.2K
$2.54M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-42.2K- 11.64% |
$1.81M - $1.93M
|
320K
$13.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-44.8K- 30.08% |
$1.92M - $2.05M
|
104K
$4.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-45.4K- 88.28% |
$1.95M - $2.08M
|
6.03K
$258K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-46.5K- 78.28% |
$1.99M - $2.13M
|
12.9K
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-53.1K- 16.96% |
$2.27M - $2.43M
|
260K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-58.7K- 3.67% |
$2.52M - $2.69M
|
1.54M
$66M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-61.4K- 63.83% |
$2.63M - $2.81M
|
34.8K
$1.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-84.2K- 15.87% |
$3.61M - $3.85M
|
446K
$19.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-95.6K- 42.33% |
$4.1M - $4.37M
|
130K
$5.58M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-114K- 8.53% |
$4.91M - $5.24M
|
1.23M
$52.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-121K- 80.11% |
$5.21M - $5.56M
|
30.2K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-125K- 12.45% |
$5.36M - $5.73M
|
880K
$37.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-146K- 5.69% |
$6.25M - $6.67M
|
2.41M
$104M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-201K- 54.62% |
$8.61M - $9.19M
|
167K
$7.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-207K- 76.64% |
$8.89M - $9.49M
|
63.2K
$2.71M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-207K- 76.64% |
$8.89M - $9.49M
|
63.2K
$2.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-223K- 25.99% |
$9.54M - $10.2M
|
634K
$27.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-231K- 97.85% |
$9.9M - $10.6M
|
5.06K
$217K
|