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 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-34.4K- 32.64% |
$1.45M - $1.55M
|
71K
$3.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-35.9K- 64.25% |
$1.51M - $1.62M
|
20K
$873K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-36.8K- 46.7% |
$1.55M - $1.66M
|
42K
$1.84M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-37.3KClosed |
$1.57M - $1.68M
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-39.1K- 16.11% |
$1.65M - $1.76M
|
204K
$8.91M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-49.2K- 12.96% |
$2.07M - $2.22M
|
330K
$14.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-55.1K- 26.09% |
$2.32M - $2.49M
|
156K
$6.83M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-57.3K- 68.79% |
$2.41M - $2.58M
|
26K
$1.14M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-57.8K- 61.04% |
$2.43M - $2.61M
|
36.9K
$1.61M
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-58.5K- 14.86% |
$2.46M - $2.64M
|
335K
$14.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-64K- 24.72% |
$2.7M - $2.89M
|
195K
$8.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-65.9K- 25.24% |
$2.78M - $2.97M
|
195K
$8.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-75.3K- 56.66% |
$3.17M - $3.4M
|
57.6K
$2.52M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-76.9K- 18.23% |
$3.24M - $3.47M
|
345K
$15.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-100K- 53.51% |
$4.22M - $4.52M
|
87.1K
$3.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-110K- 53.54% |
$4.63M - $4.96M
|
95.4K
$4.17M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-124K- 54.79% |
$5.22M - $5.59M
|
102K
$4.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-139K- 5.54% |
$5.83M - $6.25M
|
2.36M
$103M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-163K- 19.93% |
$6.85M - $7.33M
|
653K
$28.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-167K- 90.33% |
$7.02M - $7.52M
|
17.9K
$781K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-192K- 69.63% |
$8.07M - $8.64M
|
83.6K
$3.65M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-239K- 44.58% |
$10M - $10.8M
|
297K
$13M
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-304K- 98.43% |
$12.8M - $13.7M
|
4.84K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-306K- 44.48% |
$12.9M - $13.8M
|
382K
$16.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-319K- 55.18% |
$13.4M - $14.4M
|
259K
$11.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-456K- 32.09% |
$19.2M - $20.6M
|
965K
$42.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-572K- 12.91% |
$24.1M - $25.8M
|
3.86M
$169M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-578K- 64.86% |
$24.3M - $26.1M
|
313K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-753K- 13.22% |
$31.7M - $33.9M
|
4.94M
$216M
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-4.09M- 72.89% |
$172M - $185M
|
1.52M
$66.6M
|