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 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
986+ 1.88% |
$52.2K - $53K
|
53.3K
$2.28M
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
921New |
$48.8K - $49.5K
|
921
$39.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
818+ 0.88% |
$43.3K - $43.9K
|
93.6K
$3.99M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
717+ 8.86% |
$38K - $38.5K
|
8.81K
$376K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
710+ 0.94% |
$37.6K - $38.1K
|
76.1K
$3.25M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
685+ 6.86% |
$36.3K - $36.8K
|
10.7K
$456K
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
645+ 0.49% |
$34.1K - $34.6K
|
132K
$5.66M
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
645+ 5.24% |
$34.1K - $34.6K
|
13K
$553K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
502+ 3.57% |
$26.6K - $27K
|
14.6K
$621K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
493+ 0.38% |
$26.1K - $26.5K
|
130K
$5.54M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
398+ 13.18% |
$21.1K - $21.4K
|
3.42K
$146K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
388+ 0.93% |
$20.5K - $20.8K
|
42K
$1.79M
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
332New |
$17.6K - $17.8K
|
332
$14.2K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
312+ 4.79% |
$16.5K - $16.8K
|
6.83K
$291K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
287+ 1.02% |
$15.2K - $15.4K
|
28.4K
$1.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
241+ 1.57% |
$12.8K - $12.9K
|
15.6K
$665K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
193New |
$10.2K - $10.4K
|
193
$8.24K
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
BUY
|
- |
187+ 0.19% |
$9.9K - $10K
|
97.1K
$4.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
170+ 0.7% |
$9K - $9.13K
|
24.3K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
150New |
$7.94K - $8.06K
|
150
$6.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
130+ 0.55% |
$6.88K - $6.98K
|
23.7K
$1.01M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
126New |
$6.67K - $6.77K
|
126
$5.38K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
115New |
$6.09K - $6.18K
|
115
$4.91K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
106+ 0.23% |
$5.61K - $5.69K
|
46.8K
$2M
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
70+ 1.8% |
$3.71K - $3.76K
|
3.96K
$169K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
57+ 1.14% |
$3.02K - $3.06K
|
5.05K
$215K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
51+ 0.12% |
$2.7K - $2.74K
|
43.3K
$1.85M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
31+ 0.04% |
$1.64K - $1.67K
|
80.2K
$3.42M
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
18+ 6.21% |
$953 - $967
|
308
$13.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10+ 0.19% |
$529 - $537
|
5.28K
$225K
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$52.9 - $53.7
|
4.01K
$171K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1- 0.01% |
$52.9 - $53.7
|
11.1K
$474K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-7- 0.23% |
$371 - $376
|
3.08K
$131K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-28- 12.28% |
$1.48K - $1.5K
|
200
$8.54K
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-43- 0.09% |
$2.28K - $2.31K
|
46.6K
$1.99M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-45- 0.26% |
$2.38K - $2.42K
|
17.5K
$748K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-45Closed |
$2.38K - $2.42K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-69- 3.25% |
$3.65K - $3.71K
|
2.05K
$87.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-100- 11.11% |
$5.29K - $5.37K
|
800
$34.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-125Closed |
$6.62K - $6.71K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-125Closed |
$6.62K - $6.71K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-156Closed |
$8.26K - $8.38K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-266- 4.1% |
$14.1K - $14.3K
|
6.22K
$266K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-281- 50.91% |
$14.9K - $15.1K
|
271
$11.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-283- 0.59% |
$15K - $15.2K
|
47.3K
$2.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-293- 8.8% |
$15.5K - $15.7K
|
3.04K
$130K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-353- 6.05% |
$18.7K - $19K
|
5.48K
$234K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-355- 49.58% |
$18.8K - $19.1K
|
361
$15.4K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-355Closed |
$18.8K - $19.1K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-372- 10.35% |
$19.7K - $20K
|
3.22K
$138K
|