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 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
36.4KNew |
$1.93M - $1.95M
|
36.4K
$1.59M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
34.9K+ 193.56% |
$1.85M - $1.87M
|
52.9K
$2.31M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
34.6K+ 2.92% |
$1.83M - $1.86M
|
1.22M
$53.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
33.6KNew |
$1.78M - $1.81M
|
33.6K
$1.47M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.6K+ 3.33% |
$1.78M - $1.8M
|
1.04M
$45.5M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
30.6KNew |
$1.62M - $1.65M
|
30.6K
$1.34M
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
29.9K+ 2.7% |
$1.58M - $1.6M
|
1.14M
$49.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
29.4KNew |
$1.56M - $1.58M
|
29.4K
$1.29M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
28.9K+ 109.94% |
$1.53M - $1.55M
|
55.1K
$2.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
28.8KNew |
$1.52M - $1.55M
|
28.8K
$1.26M
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
21.5KNew |
$1.14M - $1.16M
|
21.5K
$942K
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
21.1KNew |
$1.12M - $1.13M
|
21.1K
$924K
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
20.4KNew |
$1.08M - $1.1M
|
20.4K
$892K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.3K+ 38.67% |
$1.08M - $1.09M
|
72.9K
$3.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
20.2KNew |
$1.07M - $1.09M
|
20.2K
$885K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
19.7K+ 2.54% |
$1.04M - $1.06M
|
794K
$34.7M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
19.5K+ 153.96% |
$1.03M - $1.05M
|
32.2K
$1.41M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
18.8KNew |
$996K - $1.01M
|
18.8K
$823K
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
17.6KNew |
$934K - $947K
|
17.6K
$772K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
15.4KNew |
$814K - $826K
|
15.4K
$672K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.3K+ 10.26% |
$809K - $821K
|
164K
$7.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
15.1K+ 5.22% |
$800K - $811K
|
305K
$13.3M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.9K+ 6.28% |
$791K - $803K
|
253K
$11.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
14.2KNew |
$752K - $763K
|
14.2K
$621K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14.1KNew |
$748K - $759K
|
14.1K
$618K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.7KNew |
$723K - $734K
|
13.7K
$598K
|
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
13.5K+ 106.46% |
$713K - $724K
|
26.1K
$1.14M
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
13.2K+ 71.33% |
$700K - $710K
|
31.8K
$1.39M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.8K+ 68.92% |
$679K - $689K
|
31.5K
$1.38M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
12.7K+ 37.34% |
$674K - $684K
|
46.8K
$2.05M
|
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
12.6K+ 6.45% |
$670K - $679K
|
209K
$9.13M
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12.4K+ 60.42% |
$656K - $665K
|
32.9K
$1.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.1K+ 20.44% |
$643K - $652K
|
71.6K
$3.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
12.1K+ 12.94% |
$640K - $649K
|
106K
$4.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
11.7KNew |
$621K - $630K
|
11.7K
$513K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
11.6K+ 46.6% |
$615K - $624K
|
36.6K
$1.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
11.2K+ 17.54% |
$593K - $601K
|
75K
$3.28M
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
10.4K+ 2.17% |
$551K - $559K
|
490K
$21.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10.3K+ 23.4% |
$546K - $554K
|
54.4K
$2.38M
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
9.82K+ 10.91% |
$520K - $527K
|
99.8K
$4.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9.68K+ 138.1% |
$513K - $520K
|
16.7K
$730K
|
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
9.58KNew |
$507K - $515K
|
9.58K
$419K
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
BUY
|
- |
9.41K+ 57.62% |
$498K - $505K
|
25.7K
$1.13M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.91KNew |
$472K - $479K
|
8.91K
$390K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.73KNew |
$462K - $469K
|
8.73K
$382K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.62K+ 3.53% |
$456K - $463K
|
253K
$11.1M
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
8.32K+ 1.44% |
$440K - $447K
|
588K
$25.7M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.17KNew |
$433K - $439K
|
8.17K
$357K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.02K+ 2.55% |
$425K - $431K
|
323K
$14.1M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.49K+ 6.62% |
$396K - $402K
|
120K
$5.27M
|