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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.24K+ 1.43% |
$50.5K - $55.3K
|
87.5K
$3.73M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.11KNew |
$45.3K - $49.6K
|
1.11K
$47.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.07K+ 4.39% |
$43.7K - $47.9K
|
25.4K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.05K+ 0.49% |
$42.8K - $46.9K
|
215K
$9.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
995+ 1.22% |
$40.7K - $44.6K
|
82.8K
$3.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
825+ 16.98% |
$33.8K - $37K
|
5.69K
$243K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
807New |
$33K - $36.2K
|
807
$34.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
804+ 3.15% |
$32.9K - $36K
|
26.3K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
750+ 4.08% |
$30.7K - $33.6K
|
19.1K
$816K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
724+ 2.27% |
$29.6K - $32.4K
|
32.6K
$1.39M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
718New |
$29.4K - $32.2K
|
718
$30.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
715+ 11.92% |
$29.3K - $32K
|
6.71K
$287K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
490+ 4.62% |
$20.1K - $22K
|
11.1K
$473K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
480New |
$19.6K - $21.5K
|
480
$20.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
476+ 4.94% |
$19.5K - $21.3K
|
10.1K
$431K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
437+ 3.03% |
$17.9K - $19.6K
|
14.8K
$634K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
355+ 1.11% |
$14.5K - $15.9K
|
32.3K
$1.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
302+ 0.58% |
$12.4K - $13.5K
|
52.8K
$2.25M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
262+ 0.17% |
$10.7K - $11.7K
|
155K
$6.63M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
243New |
$9.94K - $10.9K
|
243
$10.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
212+ 0.95% |
$8.68K - $9.5K
|
22.5K
$959K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
194+ 0.31% |
$7.94K - $8.69K
|
62.4K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
126+ 1.16% |
$5.16K - $5.64K
|
11K
$469K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
117+ 0.77% |
$4.79K - $5.24K
|
15.4K
$655K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
101New |
$4.13K - $4.52K
|
101
$4.31K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
101+ 0.68% |
$4.13K - $4.52K
|
14.9K
$637K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.09K - $4.48K
|
100
$4.27K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
83New |
$3.4K - $3.72K
|
83
$3.54K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71+ 49.31% |
$2.91K - $3.18K
|
215
$9.18K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
55+ 0.94% |
$2.25K - $2.46K
|
5.93K
$253K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
53+ 0.85% |
$2.17K - $2.37K
|
6.26K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
33+ 0.04% |
$1.35K - $1.48K
|
73.7K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12+ 0.8% |
$491 - $538
|
1.52K
$64.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 0.91% |
$286 - $314
|
776
$33.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 0.64% |
$164 - $179
|
625
$26.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3+ 1.12% |
$123 - $134
|
272
$11.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.15% |
$81.8 - $89.6
|
176
$7.51K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.52% |
$40.9 - $44.8
|
193
$8.24K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-7- 0.02% |
$286 - $314
|
43.3K
$1.85M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15- 17.44% |
$614 - $672
|
71
$3.03K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-26- 0.08% |
$1.06K - $1.16K
|
31.4K
$1.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-56- 2.04% |
$2.29K - $2.51K
|
2.7K
$115K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-60- 0.55% |
$2.46K - $2.69K
|
10.8K
$460K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-61- 0.45% |
$2.5K - $2.73K
|
13.5K
$576K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-74- 1.53% |
$3.03K - $3.32K
|
4.77K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-97- 1.67% |
$3.97K - $4.35K
|
5.71K
$244K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-104- 0.36% |
$4.26K - $4.66K
|
29.2K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-122- 0.32% |
$4.99K - $5.47K
|
38.2K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-195- 1.36% |
$7.98K - $8.74K
|
14.2K
$604K
|