Purchases and Sales Made in Q4 2022 in First Tr ETF Viii Tcw Opportun (FIXD)

FIXD Quotes by TradingView

This table provides information about the institutional ownership of First Tr ETF Viii Tcw Opportun (FIXD) during Q4 2022. 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 02, 2023 Q4 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
2.65K
+ 3.04%
$112K - $119K
89.8K $3.93M
Feb 13, 2023 Q4 2022
Betterment LLC

New York, NY
BUY
 -
2.01K
+ 4.51%
$84.8K - $90.9K
46.6K $2.04M
Feb 07, 2023 Q4 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
1.74K
+ 25.71%
$73.3K - $78.5K
8.51K $372K
Jan 17, 2023 Q4 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.67K
+ 57.6%
$70.4K - $75.4K
4.57K $200K
Feb 14, 2023 Q4 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
1.45K
+ 3.82%
$61.1K - $65.4K
39.4K $1.72M
Feb 17, 2023 Q4 2022
Truist Financial Corp

BUY
 -
1.39K
+ 0.63%
$58.5K - $62.7K
223K $9.77M
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

BUY
 -
1.32K
+ 15.98%
$55.5K - $59.5K
9.57K $418K
Jan 20, 2023 Q4 2022
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
1.3K
+ 22.32%
$54.5K - $58.4K
7.1K $310K
Feb 10, 2023 Q4 2022
Good Life Advisors, LLC

BUY
 -
1.27K
+ 3.42%
$53.3K - $57.1K
38.3K $1.67M
Feb 09, 2023 Q4 2022
Citigroup Inc

BUY
 -
1.19K
+ 77.16%
$50.1K - $53.6K
2.73K $119K
Feb 03, 2023 Q4 2022
Tradition Wealth Management, LLC

BUY
 -
1.16K
New
$48.7K - $52.1K
1.16K $50.6K
Feb 13, 2023 Q4 2022
Townsquare Capital LLC

BUY
 -
1.13K
+ 12.05%
$47.6K - $51K
10.5K $459K
Feb 10, 2023 Q4 2022
Eq LLC

Mercer Island, WA
BUY
 -
908
+ 6.53%
$38.2K - $41K
14.8K $648K
Feb 02, 2023 Q4 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
898
+ 0.76%
$37.8K - $40.5K
118K $5.17M
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
888
+ 9.12%
$37.4K - $40.1K
10.6K $465K
Jan 24, 2023 Q4 2022
Shore Haven Wealth Partners, LLC

BUY
 -
780
+ 9.44%
$32.8K - $35.2K
9.05K $396K
Feb 14, 2023 Q4 2022
Harvest Investment Services, LLC

BUY
 -
762
+ 2.33%
$32.1K - $34.4K
33.4K $1.46M
Feb 22, 2023 Q4 2022
Laraway Financial Advisors Inc

Saint Cloud, MN
BUY
 -
743
+ 3.03%
$31.3K - $33.5K
25.3K $1.1M
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
730
New
$30.7K - $32.9K
730 $31.9K
Feb 15, 2023 Q4 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
694
+ 5.94%
$29.2K - $31.3K
12.4K $542K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
665
+ 4.76%
$28K - $30K
14.6K $640K
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

BUY
 -
660
+ 9.81%
$27.8K - $29.8K
7.39K $323K
Feb 14, 2023 Q4 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
639
+ 41.87%
$26.9K - $28.8K
2.17K $94.7K
Jan 17, 2023 Q4 2022
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
617
+ 3.12%
$26K - $27.8K
20.4K $893K
Jan 25, 2023 Q4 2022
Independent Wealth Network Inc.

BUY
 -
424
+ 1.58%
$17.9K - $19.1K
27.2K $1.19M
Jan 11, 2023 Q4 2022
Foundations Investment Advisors, LLC

BUY
 -
424
+ 7.55%
$17.9K - $19.1K
6.04K $264K
Feb 03, 2023 Q4 2022
Archer Investment Corp

BUY
 -
412
+ 1.01%
$17.3K - $18.6K
41.3K $1.81M
Feb 13, 2023 Q4 2022
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
409
+ 0.89%
$17.2K - $18.4K
46.5K $2.03M
Jan 24, 2023 Q4 2022
Pinnacle Bancorp, Inc.

BUY
 -
330
+ 34.02%
$13.9K - $14.9K
1.3K $56.9K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
313
New
$13.2K - $14.1K
313 $13.7K
Feb 07, 2023 Q4 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
247
+ 8.56%
$10.4K - $11.1K
3.13K $137K
Jan 30, 2023 Q4 2022
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
100
New
$4.21K - $4.51K
100 $4.37K
Feb 13, 2023 Q4 2022
Kraematon Investment Advisors, Inc

BUY
 -
76
+ 0.37%
$3.2K - $3.43K
20.6K $899K
Jan 20, 2023 Q4 2022
Genesee Capital Advisors, LLC

BUY
 -
64
+ 1.01%
$2.7K - $2.89K
6.37K $279K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
62
New
$2.61K - $2.8K
62 $2.71K
Feb 10, 2023 Q4 2022
Assetmark, Inc

BUY
 -
57
New
$2.4K - $2.57K
57 $2.49K
Jan 06, 2023 Q4 2022
Rise Advisors, LLC

BUY
 -
37
+ 1.15%
$1.56K - $1.67K
3.27K $143K
Jan 18, 2023 Q4 2022
Pfg Private Wealth Management, LLC

BUY
 -
12
New
$505 - $541
12 $525
Jan 23, 2023 Q4 2022
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
7
+ 2.1%
$295 - $316
340 $14.9K
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
6
+ 0.11%
$253 - $271
5.46K $239K
Jan 31, 2023 Q4 2022
Clearview Wealth Advisors LLC

BUY
 -
5
+ 1.3%
$211 - $226
389 $17K
Feb 03, 2023 Q4 2022
Sugarloaf Wealth Management, LLC

BUY
 -
4
+ 1.09%
$168 - $180
372 $16.3K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
1
+ 0.03%
$42.1 - $45.1
3.89K $170K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
1
+ 0.03%
$42.1 - $45.1
3.89K $170K
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

SELL
 -
-1
- 0.95%
$42.1 - $45.1
104 $4.55K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

SELL
 -
-6
- 28.57%
$253 - $271
15 $656
Feb 14, 2023 Q4 2022
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-82
- 3.42%
$3.45K - $3.7K
2.31K $101K
Jan 13, 2023 Q4 2022
First Heartland Consultants, Inc.

SELL
 -
-147
- 0.35%
$6.19K - $6.63K
41.4K $1.81M
Feb 07, 2023 Q4 2022
Bcgm Wealth Management, LLC

SELL
 -
-147
- 0.28%
$6.19K - $6.63K
52.7K $2.3M

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