Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6.11MNew |
$323M - $328M
|
6.11M
$262M
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.46M+ 16806.04% |
$77.5M - $78.6M
|
1.47M
$63.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
562KNew |
$29.8M - $30.2M
|
562K
$24.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
428K+ 3628.49% |
$22.7M - $23M
|
440K
$18.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
404KNew |
$21.4M - $21.7M
|
404K
$17.3M
|
|
|
Feb 16, 2023
Q4 2021
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
350KNew |
$18.5M - $18.8M
|
350K
$15M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
311KNew |
$16.5M - $16.7M
|
311K
$13.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
264K+ 32.78% |
$14M - $14.2M
|
1.07M
$45.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
253K+ 383.68% |
$13.4M - $13.6M
|
319K
$13.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
232K+ 7.21% |
$12.3M - $12.5M
|
3.45M
$148M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
230KNew |
$12.2M - $12.3M
|
230K
$9.85M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
228K+ 1521.15% |
$12.1M - $12.3M
|
243K
$10.4M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
216K+ 68.96% |
$11.5M - $11.6M
|
530K
$22.8M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
210K+ 1518.44% |
$11.1M - $11.3M
|
224K
$9.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
203KNew |
$10.7M - $10.9M
|
203K
$8.71M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
182K+ 11.86% |
$9.61M - $9.75M
|
1.71M
$73.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
169K+ 3.17% |
$8.95M - $9.08M
|
5.5M
$236M
|
|
|
Jan 27, 2022
Q4 2021
|
Landmark Wealth Management, LLC
|
BUY
|
- |
165KNew |
$8.74M - $8.86M
|
165K
$7.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
161KNew |
$8.53M - $8.66M
|
161K
$6.92M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
117K+ 10.61% |
$6.2M - $6.29M
|
1.22M
$52.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
114K+ 17.27% |
$6.04M - $6.13M
|
774K
$33.2M
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
108KNew |
$5.73M - $5.81M
|
108K
$4.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
97.1K+ 22.49% |
$5.14M - $5.22M
|
529K
$22.7M
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
96.2KNew |
$5.09M - $5.16M
|
96.2K
$4.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
92.7KNew |
$4.91M - $4.98M
|
92.7K
$3.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.9K+ 1.21% |
$4.6M - $4.67M
|
7.25M
$311M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
84.8K+ 25.57% |
$4.49M - $4.56M
|
417K
$17.9M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
80.1KNew |
$4.24M - $4.3M
|
80.1K
$3.44M
|
|
|
May 04, 2022
Q4 2021
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
73.5KNew |
$3.89M - $3.95M
|
73.5K
$3.15M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
71.7KNew |
$3.8M - $3.85M
|
71.7K
$3.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
68.6K+ 10.33% |
$3.63M - $3.68M
|
733K
$31.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
61.8KNew |
$3.27M - $3.32M
|
61.8K
$2.65M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
60.5KNew |
$3.21M - $3.25M
|
60.5K
$2.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
57.3K+ 299.8% |
$3.04M - $3.08M
|
76.5K
$3.28M
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
54K+ 19.89% |
$2.86M - $2.9M
|
326K
$14M
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
53.6KNew |
$2.84M - $2.88M
|
53.6K
$2.3M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
53.5KNew |
$2.83M - $2.87M
|
53.5K
$2.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
53.2K+ 11.67% |
$2.82M - $2.86M
|
509K
$21.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51.4K+ 16.48% |
$2.72M - $2.76M
|
363K
$15.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
49.9K+ 13.87% |
$2.64M - $2.68M
|
409K
$17.6M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
49.4KNew |
$2.61M - $2.65M
|
49.4K
$2.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
49.3KNew |
$2.61M - $2.65M
|
49.3K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
48.8K+ 2.85% |
$2.58M - $2.62M
|
1.76M
$75.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
45.7K+ 4.8% |
$2.42M - $2.46M
|
999K
$42.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
45.7K+ 70.37% |
$2.42M - $2.45M
|
111K
$4.74M
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
41KNew |
$2.17M - $2.2M
|
41K
$1.76M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
41KNew |
$2.17M - $2.2M
|
41K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.7KNew |
$2.1M - $2.13M
|
39.7K
$1.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.1K+ 6.71% |
$2.02M - $2.04M
|
605K
$26M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
36.9KNew |
$1.95M - $1.98M
|
36.9K
$1.58M
|