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 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.07K- 11.59% |
$126K - $137K
|
23.4K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.1K- 2.79% |
$127K - $139K
|
108K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.11K- 46.95% |
$127K - $139K
|
3.51K
$153K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.44K- 23.73% |
$141K - $154K
|
11K
$483K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.48K- 13.21% |
$142K - $156K
|
22.8K
$998K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.49K- 13.73% |
$143K - $156K
|
21.9K
$959K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-3.59K- 3.91% |
$147K - $161K
|
88.3K
$3.86M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.6K- 27.58% |
$147K - $161K
|
9.47K
$414K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.87K- 11.96% |
$158K - $173K
|
28.5K
$1.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-4.05K- 5.87% |
$166K - $182K
|
64.9K
$2.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4.17K- 24.33% |
$171K - $187K
|
13K
$567K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-4.29K- 12.88% |
$176K - $192K
|
29K
$1.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 9.18% |
$183K - $201K
|
44.3K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-4.57K- 6.23% |
$187K - $205K
|
68.7K
$3.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.68K- 43.48% |
$191K - $210K
|
6.08K
$266K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.11K- 43.69% |
$209K - $229K
|
6.59K
$288K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.8K- 7.83% |
$237K - $260K
|
68.2K
$2.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-5.86K- 21.64% |
$240K - $262K
|
21.2K
$928K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.21K- 8.91% |
$254K - $278K
|
63.5K
$2.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-6.57K- 56.5% |
$269K - $294K
|
5.06K
$221K
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-7.06K- 47.5% |
$289K - $316K
|
7.8K
$341K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-7.83K- 3.6% |
$320K - $351K
|
210K
$9.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-7.91K- 60.05% |
$324K - $354K
|
5.26K
$230K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-7.94K- 1.85% |
$325K - $355K
|
422K
$18.5M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-9.22K- 5.48% |
$377K - $413K
|
159K
$6.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.49K- 6.42% |
$388K - $425K
|
138K
$6.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.51K- 0.3% |
$389K - $426K
|
3.17M
$139M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.91K- 16.99% |
$406K - $444K
|
48.4K
$2.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.1K- 39.83% |
$494K - $540K
|
18.2K
$797K
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-13.7K- 6.08% |
$562K - $615K
|
212K
$9.27M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-14K- 1.94% |
$574K - $628K
|
707K
$30.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-14.5K- 68.16% |
$595K - $651K
|
6.79K
$297K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-15.1K- 31.13% |
$619K - $678K
|
33.5K
$1.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-16.3K- 15.46% |
$666K - $729K
|
89K
$3.89M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-16.7KClosed |
$682K - $747K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17.3K- 25.99% |
$708K - $776K
|
49.3K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.5K- 14.47% |
$715K - $782K
|
103K
$4.51M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-17.9K- 23.23% |
$734K - $804K
|
59.3K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18.4K- 9.0% |
$753K - $824K
|
186K
$8.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-20.4K- 51.98% |
$834K - $913K
|
18.8K
$824K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-23.8K- 18.38% |
$972K - $1.06M
|
105K
$4.61M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-25.5K- 83.43% |
$1.04M - $1.14M
|
5.06K
$221K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-25.9K- 13.31% |
$1.06M - $1.16M
|
169K
$7.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-27K- 65.32% |
$1.1M - $1.21M
|
14.3K
$627K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-27.8K- 5.15% |
$1.14M - $1.25M
|
512K
$22.4M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-28.8K- 32.88% |
$1.18M - $1.29M
|
58.8K
$2.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-29.4K- 42.84% |
$1.2M - $1.32M
|
39.2K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.7K- 5.71% |
$1.22M - $1.33M
|
490K
$21.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-29.8K- 4.21% |
$1.22M - $1.33M
|
678K
$29.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-30.9K- 8.54% |
$1.26M - $1.38M
|
330K
$14.5M
|