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 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37.7K+ 20.29% |
$1.54M - $1.69M
|
224K
$9.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
31.2KNew |
$1.28M - $1.4M
|
31.2K
$1.33M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
30.6K+ 55.83% |
$1.25M - $1.37M
|
85.4K
$3.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
29.8K+ 18.51% |
$1.22M - $1.34M
|
191K
$8.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
29.5K+ 9.51% |
$1.21M - $1.32M
|
339K
$14.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
29.1K+ 252.61% |
$1.19M - $1.3M
|
40.6K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
28K+ 25.59% |
$1.15M - $1.25M
|
137K
$5.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
27.6KNew |
$1.13M - $1.23M
|
27.6K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.9K+ 23.44% |
$1.06M - $1.16M
|
137K
$5.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25.4K+ 359.29% |
$1.04M - $1.14M
|
32.5K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
25.4KNew |
$1.04M - $1.14M
|
25.4K
$1.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.8K+ 19.65% |
$1.02M - $1.11M
|
151K
$6.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.2KNew |
$949K - $1.04M
|
23.2K
$990K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
22.2K+ 24.53% |
$907K - $992K
|
112K
$4.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
21.7K+ 15.54% |
$890K - $974K
|
162K
$6.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
21.3KNew |
$870K - $953K
|
21.3K
$908K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
21.1KNew |
$863K - $945K
|
21.1K
$900K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
18.8K+ 36.99% |
$767K - $840K
|
69.5K
$2.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
18.3KNew |
$748K - $819K
|
18.3K
$780K
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
17.2KNew |
$703K - $770K
|
17.2K
$734K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
16.6K+ 14.54% |
$679K - $744K
|
131K
$5.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.3K+ 36.31% |
$628K - $687K
|
57.6K
$2.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
15.1K+ 34.89% |
$618K - $677K
|
58.4K
$2.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.1K+ 10.04% |
$618K - $677K
|
166K
$7.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
15.1K+ 15.74% |
$617K - $676K
|
111K
$4.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
14.1K+ 13.75% |
$576K - $631K
|
117K
$4.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.8K+ 28.18% |
$564K - $617K
|
62.7K
$2.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
13.5K+ 6.11% |
$554K - $607K
|
235K
$10M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
13.1KNew |
$538K - $589K
|
13.1K
$561K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
13KNew |
$534K - $585K
|
13K
$557K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
12.8K+ 1.87% |
$523K - $573K
|
695K
$29.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12.7K+ 5.91% |
$521K - $570K
|
228K
$9.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
12.7KNew |
$519K - $569K
|
12.7K
$542K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.6K+ 10.45% |
$514K - $563K
|
133K
$5.67M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.4KNew |
$508K - $556K
|
12.4K
$530K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.8K+ 2.77% |
$485K - $531K
|
439K
$18.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.8K+ 32.13% |
$485K - $531K
|
48.7K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.7K+ 16.18% |
$480K - $526K
|
84.3K
$3.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$470K - $515K
|
11.5K
$491K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
11.5K+ 19.34% |
$470K - $514K
|
70.8K
$3.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
11.5KNew |
$469K - $513K
|
11.5K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.2K+ 10.49% |
$459K - $503K
|
118K
$5.04M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
11.1K+ 14.46% |
$453K - $496K
|
87.7K
$3.74M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10.9K+ 3.03% |
$444K - $486K
|
370K
$15.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
10.8K+ 0.92% |
$441K - $483K
|
1.18M
$50.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
10.5K+ 5.07% |
$430K - $470K
|
218K
$9.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10.1K+ 7.9% |
$412K - $451K
|
137K
$5.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.73K+ 4.26% |
$398K - $436K
|
238K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.39K+ 18.9% |
$384K - $421K
|
59.1K
$2.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9.27K+ 2.23% |
$379K - $415K
|
425K
$18.1M
|