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
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-219- 28.29% |
$8.96K - $9.81K
|
555
$23.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-235- 1.19% |
$9.62K - $10.5K
|
19.5K
$838K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-237- 0.07% |
$9.7K - $10.6K
|
363K
$15.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-268- 2.09% |
$11K - $12K
|
12.5K
$537K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-335- 10.21% |
$13.7K - $15K
|
2.95K
$126K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-370- 3.54% |
$15.1K - $16.6K
|
10.1K
$432K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-379- 8.2% |
$15.5K - $17K
|
4.25K
$182K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-444- 1.85% |
$18.2K - $19.9K
|
23.5K
$1.01M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-449- 9.02% |
$18.4K - $20.1K
|
4.53K
$194K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-470- 0.93% |
$19.2K - $21.1K
|
50K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-505- 2.1% |
$20.7K - $22.6K
|
23.5K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-515- 9.7% |
$21.1K - $23.1K
|
4.79K
$205K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-623- 2.14% |
$25.5K - $27.9K
|
28.4K
$1.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-633- 1.51% |
$25.9K - $28.4K
|
41.2K
$1.77M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-683- 1.08% |
$27.9K - $30.6K
|
62.5K
$2.68M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-702- 7.21% |
$28.7K - $31.4K
|
9.03K
$387K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-718- 74.64% |
$29.4K - $32.2K
|
244
$10.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-731- 0.82% |
$29.9K - $32.7K
|
88.5K
$3.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-755- 6.05% |
$30.9K - $33.8K
|
11.7K
$502K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-846- 7.29% |
$34.6K - $37.9K
|
10.8K
$461K
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-857- 4.54% |
$35.1K - $38.4K
|
18K
$773K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-864- 0.19% |
$35.4K - $38.7K
|
450K
$19.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-920- 66.81% |
$37.6K - $41.2K
|
457
$19.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-978- 14.05% |
$40K - $43.8K
|
5.98K
$256K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.08K- 0.49% |
$44.2K - $48.4K
|
219K
$9.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.08K- 2.73% |
$44.3K - $48.5K
|
38.5K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-1.16K- 0.46% |
$47.4K - $51.9K
|
253K
$10.8M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.19K- 13.8% |
$48.7K - $53.4K
|
7.44K
$319K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.23K- 3.25% |
$50.2K - $55K
|
36.5K
$1.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-1.26K- 4.14% |
$51.5K - $56.4K
|
29.1K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.27K- 3.74% |
$51.8K - $56.8K
|
32.6K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.29K- 0.44% |
$52.8K - $57.8K
|
289K
$12.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.34K- 4.9% |
$54.7K - $59.9K
|
26K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 15.79% |
$54.9K - $60.1K
|
7.16K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.42K- 6.47% |
$58.3K - $63.8K
|
20.6K
$882K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.43K- 30.37% |
$58.3K - $63.8K
|
3.27K
$140K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-1.48K- 8.15% |
$60.6K - $66.4K
|
16.7K
$716K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.48K- 13.05% |
$60.6K - $66.4K
|
9.88K
$423K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.54K- 0.18% |
$63.1K - $69K
|
839K
$36M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.78K- 0.44% |
$72.8K - $79.7K
|
405K
$17.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.78K- 7.67% |
$72.9K - $79.8K
|
21.4K
$919K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.07K- 40.85% |
$84.9K - $92.9K
|
3K
$129K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.13K- 1.17% |
$87.2K - $95.4K
|
181K
$7.74M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.34K- 29.44% |
$95.9K - $105K
|
5.62K
$241K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.48K- 8.55% |
$101K - $111K
|
26.5K
$1.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.55K- 4.37% |
$104K - $114K
|
55.8K
$2.39M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-2.65K- 11.13% |
$108K - $119K
|
21.1K
$906K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.67K- 3.83% |
$109K - $120K
|
67K
$2.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.73K- 1.11% |
$112K - $122K
|
243K
$10.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.86K- 12.79% |
$117K - $128K
|
19.5K
$837K
|