Purchases and Sales Made in Q4 2023 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 2023. 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 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.4M+ 76.19% |
$57.1M - $62.5M
|
3.23M
$138M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.31M+ 26.52% |
$53.8M - $58.9M
|
6.27M
$269M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
856K+ 11.72% |
$35M - $38.4M
|
8.16M
$350M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
798K+ 1594.03% |
$32.7M - $35.8M
|
848K
$36.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
418KNew |
$17.1M - $18.7M
|
418K
$17.9M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
256KNew |
$10.5M - $11.5M
|
256K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
242KNew |
$9.9M - $10.8M
|
242K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
231K+ 3823.02% |
$9.44M - $10.3M
|
237K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
223K+ 34.56% |
$9.13M - $10M
|
869K
$37.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
216KNew |
$8.83M - $9.67M
|
216K
$9.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
203K+ 159.79% |
$8.3M - $9.09M
|
330K
$14.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
198K+ 514.63% |
$8.1M - $8.86M
|
236K
$10.1M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
193KNew |
$7.91M - $8.66M
|
193K
$8.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
192KNew |
$7.84M - $8.59M
|
192K
$8.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
177K+ 3.02% |
$7.24M - $7.93M
|
6.03M
$259M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
177KNew |
$7.23M - $7.91M
|
177K
$7.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
154K+ 42.3% |
$6.31M - $6.91M
|
519K
$22.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
142KNew |
$5.83M - $6.38M
|
142K
$6.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
142K+ 63.43% |
$5.82M - $6.37M
|
366K
$15.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
141K+ 15.08% |
$5.76M - $6.3M
|
1.07M
$46.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
139K+ 16.67% |
$5.69M - $6.23M
|
973K
$41.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
134K+ 19.01% |
$5.48M - $6M
|
839K
$36M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
133KNew |
$5.44M - $5.96M
|
133K
$5.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
129KNew |
$5.29M - $5.79M
|
129K
$5.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
122K+ 53.18% |
$5.01M - $5.49M
|
353K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
108K+ 48.37% |
$4.42M - $4.84M
|
331K
$14.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
108K+ 14.71% |
$4.4M - $4.82M
|
838K
$36M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
102K+ 10.82% |
$4.16M - $4.55M
|
1.04M
$44.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
100KNew |
$4.1M - $4.49M
|
100K
$4.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
96.8K+ 37.29% |
$3.96M - $4.33M
|
356K
$15.3M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
95.6K+ 38874.39% |
$3.91M - $4.28M
|
95.9K
$4.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
90.7K+ 2.09% |
$3.71M - $4.07M
|
4.43M
$190M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
88.7K+ 41.37% |
$3.63M - $3.98M
|
303K
$13M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
74.3K+ 30.5% |
$3.04M - $3.33M
|
318K
$13.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
72.9K+ 58.32% |
$2.98M - $3.27M
|
198K
$8.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
72K+ 19822.31% |
$2.94M - $3.22M
|
72.3K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
70.6K+ 19.21% |
$2.89M - $3.16M
|
438K
$18.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
61.5K+ 1.68% |
$2.52M - $2.75M
|
3.71M
$159M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.3K+ 2713.37% |
$2.47M - $2.7M
|
62.5K
$2.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
60.2K+ 52.64% |
$2.46M - $2.7M
|
175K
$7.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
59.9K+ 226.05% |
$2.45M - $2.68M
|
86.3K
$3.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
54K+ 15.88% |
$2.21M - $2.42M
|
394K
$16.9M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
53.6KNew |
$2.19M - $2.4M
|
53.6K
$2.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
52.6K+ 124.04% |
$2.15M - $2.36M
|
95.1K
$4.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
50.9KNew |
$2.08M - $2.28M
|
50.9K
$2.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
47.9K+ 480.81% |
$1.96M - $2.15M
|
57.9K
$2.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
45.6KNew |
$1.87M - $2.04M
|
45.6K
$1.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
42.3K+ 4.96% |
$1.73M - $1.9M
|
896K
$38.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
41.7K+ 16.55% |
$1.71M - $1.87M
|
294K
$12.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
40.7K+ 82.81% |
$1.67M - $1.82M
|
89.9K
$3.86M
|