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 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-4.32K- 22.58% |
$182K - $195K
|
14.8K
$648K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4.43K- 47.2% |
$186K - $200K
|
4.95K
$217K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.5K- 39.82% |
$189K - $203K
|
6.8K
$297K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.84K- 5.15% |
$204K - $218K
|
89.1K
$3.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.15K- 5.99% |
$217K - $232K
|
80.8K
$3.53M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-5.33K- 23.25% |
$224K - $240K
|
17.6K
$769K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-5.41K- 10.99% |
$228K - $244K
|
43.8K
$1.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5.48K- 6.58% |
$231K - $247K
|
77.8K
$3.4M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.83K- 5.99% |
$245K - $263K
|
91.6K
$4M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.87K- 53.29% |
$247K - $265K
|
5.15K
$225K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-5.88K- 12.81% |
$248K - $265K
|
40K
$1.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6K- 2.08% |
$252K - $270K
|
282K
$12.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-6.31K- 10.46% |
$266K - $285K
|
54K
$2.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.44K- 29.61% |
$271K - $291K
|
15.3K
$670K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.99K- 27.32% |
$294K - $315K
|
18.6K
$813K
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.99K- 2.7% |
$294K - $315K
|
252K
$11M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7K- 19.41% |
$295K - $316K
|
29.1K
$1.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-7.25K- 4.04% |
$305K - $327K
|
172K
$7.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.37K- 6.53% |
$310K - $332K
|
105K
$4.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.52K- 32.5% |
$317K - $339K
|
15.6K
$683K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.57K- 3.38% |
$319K - $341K
|
216K
$9.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-8.35K- 19.21% |
$352K - $377K
|
35.1K
$1.54M
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-8.54K- 7.84% |
$359K - $385K
|
100K
$4.39M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.5K- 4.26% |
$400K - $428K
|
213K
$9.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-10.5K- 65.49% |
$442K - $474K
|
5.54K
$242K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.8K- 5.62% |
$454K - $487K
|
181K
$7.92M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.5K- 4.83% |
$483K - $518K
|
226K
$9.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-12K- 37.94% |
$506K - $542K
|
19.7K
$860K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.9K- 30.3% |
$583K - $625K
|
31.9K
$1.39M
|
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-14.2K- 63.14% |
$600K - $642K
|
8.31K
$364K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-14.7K- 42.01% |
$621K - $665K
|
20.3K
$890K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
SELL
|
- |
-14.9K- 1.31% |
$626K - $670K
|
1.12M
$48.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-16.4K- 22.98% |
$692K - $741K
|
55.1K
$2.41M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-16.4K- 18.75% |
$692K - $741K
|
71.2K
$3.11M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-16.8K- 5.27% |
$709K - $759K
|
303K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-18.3K- 10.15% |
$770K - $825K
|
162K
$7.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-18.6K- 37.59% |
$782K - $837K
|
30.8K
$1.35M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
SELL
|
- |
-19.5K- 14.57% |
$822K - $881K
|
114K
$5.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-20.5K- 77.74% |
$864K - $925K
|
5.87K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-22.3K- 8.6% |
$938K - $1M
|
237K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-24.1K- 99.32% |
$1.02M - $1.09M
|
166
$7.26K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24.2K- 14.48% |
$1.02M - $1.09M
|
143K
$6.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-28.1K- 82.22% |
$1.18M - $1.27M
|
6.08K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-29.1K- 40.2% |
$1.22M - $1.31M
|
43.2K
$1.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-30K- 2.64% |
$1.26M - $1.35M
|
1.11M
$48.4M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-31.1K- 96.1% |
$1.31M - $1.4M
|
1.26K
$55.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31.4K- 16.46% |
$1.32M - $1.42M
|
159K
$6.97M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-33.5K- 31.47% |
$1.41M - $1.51M
|
72.8K
$3.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-33.7K- 22.92% |
$1.42M - $1.52M
|
113K
$4.96M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-33.8K- 15.08% |
$1.42M - $1.52M
|
190K
$8.32M
|