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 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-99.3K- 22.42% |
$5.25M - $5.33M
|
343K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-99.6K- 33.95% |
$5.27M - $5.35M
|
194K
$8.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-108K- 93.69% |
$5.72M - $5.81M
|
7.28K
$319K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-108K- 59.64% |
$5.73M - $5.81M
|
73.3K
$3.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-149K- 35.0% |
$7.88M - $8M
|
276K
$12.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-158K- 51.33% |
$8.34M - $8.46M
|
149K
$6.53M
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-180KClosed |
$9.53M - $9.66M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-200K- 10.22% |
$10.6M - $10.7M
|
1.75M
$76.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-202KClosed |
$10.7M - $10.8M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-209K- 46.15% |
$11M - $11.2M
|
244K
$10.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-280K- 89.81% |
$14.8M - $15.1M
|
31.8K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-321K- 5.57% |
$17M - $17.3M
|
5.45M
$239M
|
|
|
Jan 24, 2022
Q4 2021
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-344K- 80.13% |
$18.2M - $18.5M
|
85.3K
$3.73M
|
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-470KClosed |
$24.9M - $25.2M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-493K- 20.91% |
$26.1M - $26.5M
|
1.86M
$81.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-560KClosed |
$29.7M - $30.1M
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-712K- 69.98% |
$37.7M - $38.2M
|
305K
$13.4M
|