Purchases and Sales Made in Q4 2022 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 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 01, 2023
Q4 2022
|
Keystone Financial Services
|
SELL
|
- |
-160- 1.62% |
$6.74K - $7.22K
|
9.71K
$425K
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-217- 1.81% |
$9.14K - $9.79K
|
11.8K
$515K
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-225- 1.13% |
$9.47K - $10.1K
|
19.7K
$863K
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-240- 0.17% |
$10.1K - $10.8K
|
142K
$6.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-243- 3.97% |
$10.2K - $11K
|
5.88K
$257K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-250- 15.76% |
$10.5K - $11.3K
|
1.34K
$58.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-308- 61.48% |
$13K - $13.9K
|
193
$8.44K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-335- 2.36% |
$14.1K - $15.1K
|
13.9K
$607K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-343- 1.11% |
$14.4K - $15.5K
|
30.7K
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-350- 1.25% |
$14.7K - $15.8K
|
27.6K
$1.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-393- 7.08% |
$16.5K - $17.7K
|
5.16K
$226K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-407- 5.32% |
$17.1K - $18.4K
|
7.24K
$317K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-420- 1.95% |
$17.7K - $18.9K
|
21.2K
$925K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-480- 2.14% |
$20.2K - $21.7K
|
22K
$961K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-482- 3.88% |
$20.3K - $21.7K
|
12K
$523K
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-493- 5.47% |
$20.8K - $22.2K
|
8.52K
$373K
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-540- 7.31% |
$22.7K - $24.4K
|
6.85K
$300K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-549- 3.23% |
$23.1K - $24.8K
|
16.5K
$720K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-568- 5.43% |
$23.9K - $25.6K
|
9.89K
$433K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-589- 2.93% |
$24.8K - $26.6K
|
19.5K
$853K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-609- 3.12% |
$25.6K - $27.5K
|
18.9K
$826K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-820- 0.15% |
$34.5K - $37K
|
560K
$24.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-821- 1.9% |
$34.6K - $37K
|
42.3K
$1.85M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-837- 0.76% |
$35.2K - $37.8K
|
110K
$4.8M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-856- 1.22% |
$36K - $38.6K
|
69.2K
$3.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-875- 8.36% |
$36.8K - $39.5K
|
9.6K
$420K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-997- 41.2% |
$42K - $45K
|
1.42K
$62.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.03K- 7.35% |
$43.3K - $46.4K
|
13K
$567K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-1.04K- 3.24% |
$43.7K - $46.8K
|
30.9K
$1.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.24K- 15.4% |
$52K - $55.8K
|
6.79K
$297K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.3K- 68.42% |
$54.7K - $58.6K
|
600
$26.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.71K- 3.72% |
$71.8K - $77K
|
44.1K
$1.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.72K- 44.85% |
$72.3K - $77.4K
|
2.11K
$92.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-1.72K- 9.16% |
$72.4K - $77.5K
|
17K
$745K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.75K- 21.39% |
$73.8K - $79.1K
|
6.44K
$282K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.93K- 19.93% |
$81.2K - $87K
|
7.74K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.16K- 26.2% |
$91.1K - $97.6K
|
6.09K
$266K
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.16K- 6.51% |
$91.1K - $97.6K
|
31.1K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.23K- 19.23% |
$93.9K - $101K
|
9.37K
$410K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-2.26K- 7.33% |
$95.2K - $102K
|
28.6K
$1.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.37K- 24.65% |
$99.6K - $107K
|
7.23K
$316K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.6K- 1.33% |
$109K - $117K
|
193K
$8.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-2.7K- 13.13% |
$113K - $122K
|
17.8K
$780K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.7K- 35.86% |
$114K - $122K
|
4.83K
$211K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-2.72K- 1.61% |
$115K - $123K
|
167K
$7.29M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.73K- 44.27% |
$115K - $123K
|
3.44K
$150K
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-3.28K- 12.41% |
$138K - $148K
|
23.2K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.59K- 7.95% |
$151K - $162K
|
41.5K
$1.82M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-3.68K- 11.11% |
$155K - $166K
|
29.5K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-3.84K- 24.78% |
$161K - $173K
|
11.6K
$509K
|