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
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-384- 0.88% |
$20.3K - $20.6K
|
43.1K
$1.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-406- 3.43% |
$21.5K - $21.8K
|
11.4K
$491K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-413Closed |
$21.9K - $22.2K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-416- 0.82% |
$22K - $22.3K
|
50.2K
$2.15M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-417- 2.01% |
$22.1K - $22.4K
|
20.4K
$873K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-451Closed |
$23.9K - $24.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-465- 2.97% |
$24.6K - $25K
|
15.2K
$652K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-479Closed |
$25.4K - $25.7K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-486- 0.46% |
$25.7K - $26.1K
|
106K
$4.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-571- 8.19% |
$30.2K - $30.7K
|
6.41K
$275K
|
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-699- 5.8% |
$37K - $37.5K
|
11.4K
$487K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-705- 7.82% |
$37.3K - $37.9K
|
8.31K
$356K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-718- 4.77% |
$38K - $38.6K
|
14.3K
$615K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-763- 12.95% |
$40.4K - $41K
|
5.13K
$220K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-799- 0.72% |
$42.3K - $42.9K
|
111K
$4.74M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
SELL
|
- |
-875- 74.47% |
$46.3K - $47K
|
300
$12.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
SELL
|
- |
-899- 0.46% |
$47.6K - $48.3K
|
196K
$8.42M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-900- 96.15% |
$47.6K - $48.3K
|
36
$1.54K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.03K- 12.59% |
$54.4K - $55.2K
|
7.14K
$306K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.18K- 32.98% |
$62.2K - $63.1K
|
2.39K
$102K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.23K- 1.62% |
$65.3K - $66.3K
|
75.1K
$3.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.26K- 14.53% |
$66.5K - $67.5K
|
7.4K
$317K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.27K- 18.39% |
$67.1K - $68.1K
|
5.62K
$241K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.28K- 1.42% |
$67.8K - $68.7K
|
88.9K
$3.81M
|
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
SELL
|
- |
-1.3K- 5.54% |
$68.6K - $69.6K
|
22.1K
$947K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.48K- 1.81% |
$78.5K - $79.6K
|
80.2K
$3.44M
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.5K- 3.99% |
$79.2K - $80.4K
|
36K
$1.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.68K- 26.09% |
$88.8K - $90.1K
|
4.75K
$204K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.86K- 27.95% |
$98.7K - $100K
|
4.81K
$206K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.86K- 27.95% |
$98.7K - $100K
|
4.81K
$206K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.88K- 3.41% |
$99.7K - $101K
|
53.4K
$2.29M
|
|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1.92K- 23.06% |
$102K - $103K
|
6.41K
$275K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.97K- 13.91% |
$104K - $106K
|
12.2K
$522K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.09K- 1.53% |
$111K - $112K
|
135K
$5.77M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.23K- 8.85% |
$118K - $120K
|
22.9K
$982K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.5K- 19.17% |
$132K - $134K
|
10.5K
$452K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.63K- 96.84% |
$139K - $141K
|
86
$3.69K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.91K- 8.8% |
$154K - $156K
|
30.1K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.93K- 31.23% |
$155K - $157K
|
6.46K
$277K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.24K- 3.1% |
$172K - $174K
|
101K
$4.34M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.45K- 7.55% |
$183K - $185K
|
42.2K
$1.81M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-3.6K- 2.54% |
$191K - $194K
|
138K
$5.92M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.71K- 42.63% |
$196K - $199K
|
4.99K
$214K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-3.81K- 8.29% |
$201K - $204K
|
42.1K
$1.81M
|
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-3.95K- 11.99% |
$209K - $212K
|
29K
$1.24M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3.96K- 7.07% |
$210K - $213K
|
52.1K
$2.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.1K- 11.76% |
$217K - $220K
|
30.8K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.37KClosed |
$231K - $235K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
SELL
|
- |
-4.52K- 12.19% |
$239K - $243K
|
32.5K
$1.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-4.57K- 1.78% |
$242K - $246K
|
252K
$10.8M
|