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 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
8.85KNew |
$362K - $397K
|
8.85K
$387K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
8.67KNew |
$355K - $389K
|
8.67K
$379K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
8.6K+ 172.83% |
$352K - $385K
|
13.6K
$593K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.57KNew |
$351K - $384K
|
8.57K
$375K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.12K+ 2.29% |
$332K - $364K
|
363K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.86KNew |
$322K - $352K
|
7.86K
$344K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.79K+ 62.52% |
$319K - $349K
|
20.3K
$886K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.77K+ 4.77% |
$318K - $348K
|
171K
$7.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.77K+ 7.24% |
$318K - $348K
|
115K
$5.04M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.12K+ 5.07% |
$291K - $319K
|
148K
$6.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.76KNew |
$277K - $303K
|
6.76K
$296K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.82K+ 2.61% |
$238K - $261K
|
229K
$10M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5.8K+ 290.0% |
$237K - $260K
|
7.8K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
5.57KNew |
$228K - $250K
|
5.57K
$244K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.55KNew |
$227K - $248K
|
5.55K
$243K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.38K+ 41.37% |
$220K - $241K
|
18.4K
$804K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
5.3KNew |
$217K - $237K
|
5.3K
$232K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5.25K+ 3.39% |
$215K - $235K
|
160K
$6.99M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.12K+ 19.93% |
$210K - $229K
|
30.8K
$1.35M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5.08KNew |
$208K - $227K
|
5.08K
$222K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.04K+ 4.35% |
$206K - $226K
|
121K
$5.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5K+ 39.49% |
$205K - $224K
|
17.7K
$773K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.99K+ 28.9% |
$204K - $224K
|
22.2K
$973K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
4.92KNew |
$201K - $220K
|
4.92K
$215K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4.84KNew |
$198K - $217K
|
4.84K
$212K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.57KNew |
$187K - $205K
|
4.57K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
4.56KNew |
$186K - $204K
|
4.56K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.51K+ 3.66% |
$185K - $202K
|
128K
$5.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
4.44K+ 1.55% |
$182K - $199K
|
291K
$12.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
4.44K+ 26.26% |
$182K - $199K
|
21.3K
$933K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
4.43K+ 16.35% |
$181K - $198K
|
31.5K
$1.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
4.14K+ 28.39% |
$170K - $186K
|
18.7K
$819K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.92K+ 11.01% |
$160K - $175K
|
39.5K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.73K+ 3.19% |
$153K - $167K
|
121K
$5.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.73K+ 3.19% |
$153K - $167K
|
121K
$5.28M
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
3.41K+ 3.72% |
$139K - $153K
|
95.1K
$4.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.25K+ 5.25% |
$133K - $145K
|
65.1K
$2.85M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.15K+ 9.47% |
$129K - $141K
|
36.4K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.99K+ 2.23% |
$122K - $134K
|
137K
$5.99M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.88KNew |
$118K - $129K
|
2.88K
$126K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.83K+ 25.78% |
$116K - $127K
|
13.8K
$604K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.63K+ 1.89% |
$108K - $118K
|
142K
$6.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.46KNew |
$100K - $110K
|
2.46K
$107K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.42K+ 8.2% |
$99K - $108K
|
31.9K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.28K+ 39.95% |
$93.5K - $102K
|
8K
$350K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.03K+ 2.49% |
$83.1K - $91K
|
83.7K
$3.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.82K+ 12.46% |
$74.5K - $81.5K
|
16.4K
$718K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.6K+ 4.58% |
$65.3K - $71.5K
|
36.4K
$1.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.58K+ 15.34% |
$64.7K - $70.8K
|
11.9K
$520K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.3K+ 942.75% |
$53.2K - $58.3K
|
1.44K
$62.9K
|