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
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.58K- 1.61% |
$243K - $246K
|
280K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.62K- 15.82% |
$245K - $248K
|
24.6K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
SELL
|
- |
-4.63K- 5.26% |
$245K - $249K
|
83.5K
$3.58M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-4.76K- 8.68% |
$252K - $256K
|
50K
$2.15M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.1K- 16.74% |
$270K - $274K
|
25.4K
$1.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-5.48KClosed |
$290K - $294K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-5.55K- 0.81% |
$294K - $298K
|
681K
$29.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.9K- 1.68% |
$312K - $317K
|
345K
$14.8M
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-6.17K- 8.62% |
$327K - $331K
|
65.4K
$2.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-6.18K- 10.8% |
$327K - $332K
|
51K
$2.19M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-6.65KClosed |
$352K - $357K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.79K- 25.81% |
$360K - $365K
|
19.5K
$837K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.89KClosed |
$365K - $370K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.34K- 31.89% |
$389K - $394K
|
15.7K
$672K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-8K- 2.8% |
$424K - $430K
|
278K
$11.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.36K- 0.4% |
$442K - $449K
|
2.08M
$89.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-9K- 5.27% |
$476K - $483K
|
162K
$6.94M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-9.01KClosed |
$477K - $484K
|
0
$0
|
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-9.21KClosed |
$488K - $495K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-9.4K- 19.77% |
$498K - $505K
|
38.2K
$1.64M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-9.84K- 38.25% |
$521K - $528K
|
15.9K
$681K
|
|
|
Feb 15, 2022
Q4 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-9.95K- 6.91% |
$526K - $534K
|
134K
$5.74M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-10.4KClosed |
$548K - $556K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-12K- 6.3% |
$635K - $644K
|
178K
$7.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.2K- 5.85% |
$644K - $653K
|
196K
$8.39M
|
|
|
Jan 25, 2022
Q4 2021
|
Q3 Asset Management
|
SELL
|
- |
-13.7K- 36.25% |
$724K - $734K
|
24K
$1.03M
|
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 9.7% |
$756K - $767K
|
133K
$5.69M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.5K- 10.53% |
$769K - $781K
|
123K
$5.29M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.7K- 9.18% |
$780K - $791K
|
146K
$6.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14.7KClosed |
$780K - $792K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-14.9K- 17.55% |
$790K - $802K
|
70.1K
$3.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.1K- 7.11% |
$800K - $812K
|
197K
$8.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-16.4K- 12.86% |
$867K - $880K
|
111K
$4.76M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-16.4K- 12.86% |
$867K - $880K
|
111K
$4.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-16.6K- 4.22% |
$879K - $892K
|
377K
$16.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-19.8K- 14.81% |
$1.05M - $1.06M
|
114K
$4.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-20.6K- 31.27% |
$1.09M - $1.11M
|
45.3K
$1.94M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.1K- 3.1% |
$1.17M - $1.19M
|
691K
$29.6M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-24.7K- 27.47% |
$1.31M - $1.32M
|
65.1K
$2.79M
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-25.3K- 59.88% |
$1.34M - $1.36M
|
17K
$728K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.6K- 5.62% |
$1.46M - $1.48M
|
463K
$19.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-29.8KClosed |
$1.58M - $1.6M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-30.4K- 10.23% |
$1.61M - $1.63M
|
267K
$11.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-36.2KClosed |
$1.92M - $1.95M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-37KClosed |
$1.96M - $1.99M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-40K- 14.48% |
$2.12M - $2.15M
|
236K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-48.8K- 21.14% |
$2.58M - $2.62M
|
182K
$7.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-61.6KClosed |
$3.26M - $3.31M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-62.6K- 44.23% |
$3.31M - $3.36M
|
78.9K
$3.38M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-77.5K- 32.32% |
$4.1M - $4.16M
|
162K
$6.96M
|