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 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-30.9K- 8.54% |
$1.26M - $1.38M
|
330K
$14.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-34.1K- 22.99% |
$1.39M - $1.53M
|
114K
$4.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-34.4K- 93.87% |
$1.41M - $1.54M
|
2.25K
$96K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-35.2K- 38.63% |
$1.44M - $1.58M
|
55.9K
$2.39M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-40.6K- 47.51% |
$1.66M - $1.82M
|
44.9K
$1.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-51.7K- 9.37% |
$2.11M - $2.31M
|
500K
$21.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-52.5K- 24.33% |
$2.15M - $2.35M
|
163K
$6.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-56.3K- 6.27% |
$2.3M - $2.52M
|
841K
$35.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-57.8K- 14.29% |
$2.36M - $2.59M
|
347K
$14.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-59.3K- 33.36% |
$2.42M - $2.65M
|
118K
$5.05M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-65.2K- 13.89% |
$2.67M - $2.92M
|
404K
$17.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-65.7K- 92.43% |
$2.69M - $2.94M
|
5.38K
$230K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-69.4K- 14.14% |
$2.84M - $3.11M
|
422K
$18M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-82.6K- 41.98% |
$3.38M - $3.7M
|
114K
$4.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-87.7K- 57.04% |
$3.59M - $3.93M
|
66K
$2.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-90.7K- 46.57% |
$3.71M - $4.06M
|
104K
$4.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-93.3K- 23.65% |
$3.82M - $4.18M
|
301K
$12.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-131K- 14.14% |
$5.37M - $5.88M
|
797K
$34M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-140K- 55.59% |
$5.73M - $6.27M
|
112K
$4.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-151K- 7.12% |
$6.17M - $6.76M
|
1.97M
$83.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-157K- 43.36% |
$6.41M - $7.02M
|
205K
$8.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-203K- 19.75% |
$8.3M - $9.09M
|
824K
$35.2M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-211K- 97.76% |
$8.64M - $9.45M
|
4.84K
$207K
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-213K- 90.66% |
$8.71M - $9.53M
|
21.9K
$936K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-258K- 2.68% |
$10.6M - $11.6M
|
9.39M
$401M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-259K- 36.14% |
$10.6M - $11.6M
|
458K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-270K- 72.36% |
$11.1M - $12.1M
|
103K
$4.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-523K- 19.87% |
$21.4M - $23.4M
|
2.11M
$90M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-566K- 51.87% |
$23.2M - $25.4M
|
525K
$22.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-894K- 88.76% |
$36.6M - $40M
|
113K
$4.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-949K- 98.43% |
$38.8M - $42.5M
|
15.2K
$647K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.02M- 17.71% |
$82.7M - $90.5M
|
9.39M
$401M
|