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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.2KNew |
$381K - $387K
|
7.2K
$309K
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
6.97K+ 3.07% |
$369K - $375K
|
234K
$10M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
6.93K+ 43.42% |
$367K - $372K
|
22.9K
$981K
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
6.85KNew |
$363K - $368K
|
6.85K
$294K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
6.76K+ 6.47% |
$358K - $363K
|
111K
$4.76M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.74K+ 19.09% |
$357K - $362K
|
42K
$1.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
6.14K+ 84.27% |
$325K - $330K
|
13.4K
$575K
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.99K+ 3.98% |
$317K - $322K
|
156K
$6.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.38K+ 13.45% |
$285K - $289K
|
45.4K
$1.95M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.37K+ 45.16% |
$284K - $288K
|
17.3K
$740K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
5.24K+ 10.49% |
$277K - $281K
|
55.2K
$2.36M
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
5.11KNew |
$271K - $275K
|
5.11K
$219K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
5.05K+ 36.92% |
$267K - $271K
|
18.7K
$803K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.92K+ 3.99% |
$261K - $264K
|
128K
$5.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.74K+ 2.45% |
$251K - $255K
|
199K
$8.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.62K+ 11.17% |
$245K - $248K
|
46K
$1.97M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4.55KNew |
$241K - $244K
|
4.55K
$195K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
4.34KNew |
$230K - $233K
|
4.34K
$186K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
4.29K+ 4.8% |
$227K - $230K
|
93.6K
$4.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.27K+ 5.11% |
$226K - $229K
|
87.9K
$3.77M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.09K+ 4.66% |
$216K - $220K
|
91.8K
$3.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
3.98KNew |
$211K - $214K
|
3.98K
$171K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
3.78K+ 1.56% |
$200K - $203K
|
246K
$10.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
3.7K+ 6.6% |
$196K - $199K
|
59.7K
$2.56M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
3.69KNew |
$196K - $198K
|
3.69K
$158K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.6K+ 4.79% |
$191K - $193K
|
78.7K
$3.38M
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.44K+ 6.31% |
$182K - $185K
|
57.9K
$2.48M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.26K+ 5.32% |
$173K - $175K
|
64.6K
$2.77M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.08K+ 3.41% |
$163K - $165K
|
93.5K
$4.01M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
3.08K+ 32.99% |
$163K - $165K
|
12.4K
$532K
|
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.05K+ 8.61% |
$161K - $164K
|
38.4K
$1.65M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.88KNew |
$152K - $154K
|
2.88K
$123K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.85K+ 12.71% |
$151K - $153K
|
25.3K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.73KNew |
$145K - $147K
|
2.73K
$117K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.71K+ 180.33% |
$143K - $145K
|
4.21K
$180K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
2.29K+ 66.33% |
$121K - $123K
|
5.74K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.28K+ 10.55% |
$121K - $122K
|
23.9K
$1.02M
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
2.11K+ 49.08% |
$112K - $113K
|
6.42K
$275K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
2.04K+ 5.43% |
$108K - $109K
|
39.6K
$1.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2K+ 8.6% |
$106K - $107K
|
25.2K
$1.08M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.88K+ 2.58% |
$99.6K - $101K
|
74.7K
$3.2M
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
1.78K+ 3.89% |
$94K - $95.4K
|
47.4K
$2.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.65K+ 4.36% |
$87.3K - $88.6K
|
39.5K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.61K+ 8.86% |
$85K - $86.2K
|
19.7K
$846K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.5KNew |
$79.4K - $80.6K
|
1.5K
$64.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.44K+ 0.46% |
$76.1K - $77.2K
|
314K
$13.5M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 3.76% |
$71.6K - $72.7K
|
37.4K
$1.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.32KNew |
$69.9K - $70.9K
|
1.32K
$56.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.22K+ 16.01% |
$64.7K - $65.6K
|
8.86K
$380K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.19K+ 1.23% |
$63.2K - $64.1K
|
98.3K
$4.21M
|