Who owns First Tr Exchng Traded Fd Vi tcw opportunis?
- Ticker: FIXD
- CUSIP Number: 33740f805
Tip: Access positions for across all investors
Analyze quarterly positions in First Tr Exchng Traded Fd Vi tcw opportunis with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold First Tr Exchng Traded Fd Vi tcw opportunis this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Wells Fargo & Company | 6.3M | $280M | 27% | Dec 2023 |
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Signature Estate and Investment Advisors | 6.0M | $269M | 3% | Dec 2023 |
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UBS Group | 3.7M | $166M | 2% | Dec 2023 |
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Raymond James Financial Services Advisors | 3.2M | $142M | 2% | Mar 2024 |
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Bank of America Corporation | 3.2M | $144M | 160% | Dec 2023 |
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Advisor Group Holdings | 2.1M | $94M | -20% | Dec 2023 |
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Raymond James & Associates | 2.1M | $90M | 5% | Mar 2024 |
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LVZ Advisors | 1.3M | $55M | 7% | Mar 2024 |
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Allen Capital Group | 1.2M | $50M | 8% | Mar 2024 |
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Pine Valley Investments Ltd Liability | 1.0M | $46M | 11% | Dec 2023 |
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Kestra Advisory Services | 973k | $43M | 17% | Dec 2023 |
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Stifel Financial | 897k | $40M | 5% | Dec 2023 |
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Cambridge Investment Research Advisors | 876k | $38M | 5% | Mar 2024 |
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AE Wealth Management | 869k | $38M | 35% | Dec 2023 |
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HighTower Advisors | 848k | $38M | 1594% | Dec 2023 |
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Branch Banking & Trust Company | 839k | $37M | 0% | Dec 2023 |
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Royal Bank of Canada | 839k | $37M | 19% | Dec 2023 |
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Private Advisor | 824k | $37M | -20% | Dec 2023 |
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Commonwealth Equity Services | 797k | $36M | -14% | Dec 2023 |
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Bank of New York Mellon | 782k | $34M | -18% | Mar 2024 |
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Long Run Wealth Advisors | 730k | $32M | 5% | Mar 2024 |
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American Financial Advisors | 697k | $30M | -1% | Mar 2024 |
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Spire Wealth Management | 688k | $30M | 1% | Mar 2024 |
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Horizon Investments | 525k | $23M | -52% | Dec 2023 |
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Cyndeo Wealth Partners | 523k | $23M | 2% | Mar 2024 |
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H D Vest Advisory Services | 519k | $23M | 42% | Dec 2023 |
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Coppell Advisory Solutions | 458k | $20M | -36% | Dec 2023 |
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Capital Asset Advisory Services | 451k | $19M | 24% | Mar 2024 |
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Axxcess Wealth Management | 439k | $20M | 3% | Dec 2023 |
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Prospera Financial Services | 438k | $20M | 19% | Dec 2023 |
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Drake & Associates | 425k | $19M | 2% | Dec 2023 |
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Seascape Capital Management | 422k | $19M | -2% | Dec 2023 |
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Goldman Sachs Group | 418k | $19M | 100% | Dec 2023 |
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Howard Financial Services | 413k | $18M | 5% | Mar 2024 |
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Kestra Private Wealth Services | 405k | $18M | 0% | Dec 2023 |
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O'Connor Financial Group | 387k | $17M | 5% | Mar 2024 |
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Mach-1 Financial Group | 366k | $16M | 63% | Dec 2023 |
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Alpha Financial Advisors | 363k | $16M | 0% | Dec 2023 |
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Atria Investments | 356k | $16M | 37% | Dec 2023 |
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Commonwealth Financial Services | 353k | $16M | 53% | Dec 2023 |
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Janney Montgomery Scott | 347k | $16M | -14% | Dec 2023 |
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Financial Advocates Investment Management | 339k | $15M | 10% | Dec 2023 |
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Visionary Wealth Advisors | 331k | $15M | 48% | Dec 2023 |
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Envestnet Portfolio Solutions | 330k | $15M | 100% | Dec 2023 |
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Baird Financial | 330k | $15M | 160% | Dec 2023 |
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Larson Financial Group | 318k | $14M | 30% | Dec 2023 |
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Dominguez Wealth Management Solutions | 314k | $14M | 4% | Mar 2024 |
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TCP Asset Management | 302k | $13M | 32% | Mar 2024 |
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SNS Financial | 300k | $13M | 3% | Mar 2024 |
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Atria Wealth Solutions | 294k | $13M | 17% | Dec 2023 |
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Twin Peaks Wealth Advisors | 256k | $11M | 33% | Mar 2024 |
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First Pacific Financial | 255k | $11M | 0% | Mar 2024 |
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GDS Wealth Management | 254k | $11M | 124% | Mar 2024 |
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Solano Wealth Management | 253k | $11M | 0% | Dec 2023 |
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Fsb Premier Wealth Management | 243k | $11M | -1% | Dec 2023 |
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EdgeRock Capital | 242k | $11M | 100% | Dec 2023 |
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Gladstone Institutional Advisory | 238k | $11M | 4% | Dec 2023 |
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We Are One Seven | 237k | $11M | 3823% | Dec 2023 |
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Cornerstone Wealth Management | 224k | $9.8M | -2% | Mar 2024 |
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Harbour Investments | 224k | $10M | 20% | Dec 2023 |
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Snowden Capital Advisors | 215k | $9.6M | 0% | Dec 2023 |
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Harwood Advisory | 212k | $9.5M | -6% | Dec 2023 |
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CFO4Life | 210k | $9.4M | -4% | Dec 2023 |
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Iams Wealth Management | 208k | $9.0M | -4% | Mar 2024 |
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Triumph Capital Management | 205k | $8.9M | 27% | Mar 2024 |
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Sanchez Wealth Management Group | 205k | $9.1M | -43% | Dec 2023 |
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Andina Capital Management | 203k | $8.9M | 15% | Mar 2024 |
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Assetmark | 198k | $8.8M | 58% | Dec 2023 |
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Bellevue Asset Management | 197k | $8.6M | 173% | Mar 2024 |
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Cedrus | 196k | $8.6M | 38% | Mar 2024 |
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Concurrent Investment Advisors | 193k | $8.6M | 100% | Dec 2023 |
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Intl Fcstone | 191k | $8.5M | 19% | Dec 2023 |
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LexAurum Advisors | 181k | $8.1M | -1% | Dec 2023 |
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Silver Oak Securities | 175k | $7.8M | 53% | Dec 2023 |
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Madrona Financial Services | 173k | $7.6M | 30% | Mar 2024 |
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Opes Wealth Management | 171k | $7.6M | 5% | Dec 2023 |
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ICA Group Wealth Management | 169k | $7.5M | -13% | Dec 2023 |
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Orion Portfolio Solutions | 166k | $7.3M | 10% | Dec 2023 |
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IFP Advisors | 163k | $7.3M | -24% | Dec 2023 |
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Advisory Alpha | 160k | $7.1M | 3% | Dec 2023 |
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Wealth Enhancement Advisory Services | 159k | $6.9M | -33% | Mar 2024 |
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HBW Advisory Services | 155k | $6.9M | 0% | Mar 2024 |
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Stratos Wealth Partners | 155k | $6.8M | 3% | Mar 2024 |
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ERn Financial | 152k | $6.6M | -4% | Mar 2024 |
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First Heartland Consultants | 148k | $6.6M | 5% | Dec 2023 |
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Nations Financial Group | 144k | $6.3M | 5% | Mar 2024 |
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Capital Planning | 139k | $6.1M | 6% | Mar 2024 |
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Steward Partners Investment Advisory | 138k | $6.2M | -6% | Dec 2023 |
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Bennett Associates Wealth Management | 138k | $6.0M | 6% | Mar 2024 |
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Benjamin F. Edwards & Company | 138k | $6.1M | 8% | Dec 2023 |
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Newman Dignan & Sheerar | 137k | $6.1M | 2% | Dec 2023 |
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AlphaMark Advisors | 137k | $6.0M | 44% | Mar 2024 |
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SignalPoint Asset Management | 134k | $5.8M | -39% | Mar 2024 |
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Geneos Wealth Management | 133k | $5.9M | 10% | Dec 2023 |
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Strategic Financial Concepts | 131k | $5.7M | 24% | Mar 2024 |
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Landmark Wealth Management | 128k | $5.6M | 6% | Mar 2024 |
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Pinnacle Family Advisors | 128k | $5.7M | 4% | Dec 2023 |
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Mutual Advisors | 114k | $5.1M | -42% | Dec 2023 |
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Sigma Planning | 112k | $5.0M | -56% | Dec 2023 |
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Dynamic Advisors Solutions | 111k | $4.8M | 10% | Mar 2024 |
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USAdvisors Wealth Management | 108k | $4.8M | -3% | Dec 2023 |
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Paul Damon & Associates | 108k | $4.7M | -9% | Mar 2024 |
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CWM | 108k | $4.7M | -6% | Mar 2024 |
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Eldridge Investment Advisors | 104k | $4.6M | -47% | Dec 2023 |
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Mariner Wealth Advisors | 103k | $4.6M | -72% | Dec 2023 |
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Ameritas Advisory Services | 103k | $4.6M | -14% | Dec 2023 |
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Fifth Third Securities | 103k | $4.5M | 42% | Mar 2024 |
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FTB Advisors | 97k | $4.2M | 1% | Mar 2024 |
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NorthLanding Financial Partners | 95k | $4.2M | 4% | Dec 2023 |
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Ausdal Financial Partners | 94k | $4.1M | 8% | Mar 2024 |
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Virtue Capital Management | 90k | $4.0M | 83% | Dec 2023 |
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Beck Bode | 89k | $4.0M | -15% | Dec 2023 |
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Arkadios Wealth Advisors | 89k | $3.9M | -1% | Dec 2023 |
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Fagan Associates | 88k | $3.9M | -4% | Dec 2023 |
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Centaurus Financial | 85k | $3.8M | 56% | Dec 2023 |
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Golden State Equity Partners | 84k | $3.7M | 2% | Dec 2023 |
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Archer Investment Corp | 83k | $3.7M | 1% | Dec 2023 |
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Park Avenue Securities | 73k | $3.2M | -34% | Mar 2024 |
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RFG Advisory | 72k | $3.1M | 4% | Mar 2024 |
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BlackDiamond Wealth Management | 71k | $3.1M | 19% | Dec 2023 |
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Simplicity Wealth | 70k | $3.1M | 943% | Mar 2024 |
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Wilbanks Smith & Thomas Asset Management | 68k | $3.0M | -8% | Dec 2023 |
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Advance Capital Management | 68k | $2.9M | -86% | Mar 2024 |
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IFG Advisory | 67k | $3.0M | -4% | Dec 2023 |
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Betterment | 65k | $2.9M | 5% | Dec 2023 |
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NewEdge Wealth | 64k | $2.8M | -9% | Dec 2023 |
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Foundations Investment Advisors | 63k | $2.8M | 28% | Dec 2023 |
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Jpmorgan Chase & Co | 63k | $2.8M | 2713% | Dec 2023 |
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BCGM Wealth Management | 62k | $2.8M | 0% | Dec 2023 |
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Centennial Wealth Advisory | 60k | $2.6M | 2% | Mar 2024 |
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Lunt Capital Management | 60k | $2.6M | -8% | Mar 2024 |
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Beacon Financial | 59k | $2.6M | -33% | Dec 2023 |
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HCR Wealth Advisors | 58k | $2.6M | 35% | Dec 2023 |
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Patriot Financial Group Insurance Agency | 58k | $2.6M | 481% | Dec 2023 |
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Proequities | 58k | $2.6B | 36% | Dec 2023 |
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National Asset Management | 56k | $2.5M | -39% | Dec 2023 |
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Clarity Capital Partners | 54k | $2.4M | 100% | Dec 2023 |
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Kingsview Wealth Management | 53k | $2.4M | 1% | Dec 2023 |
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Westside Investment Management | 52k | $2.2M | 3% | Mar 2024 |
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Lakeview Capital Partners | 51k | $2.3M | 100% | Dec 2023 |
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Cambridge Advisors | 51k | $2.2M | -9% | Mar 2024 |
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Integrys Wealth Advisors | 50k | $2.2M | 12% | Mar 2024 |
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Beacon Pointe Advisors | 49k | $2.2M | -26% | Dec 2023 |
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Good Life Advisors | 48k | $2.2M | -17% | Dec 2023 |
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D.A. Davidson & Co. | 45k | $2.0M | -48% | Dec 2023 |
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RDA Financial Network | 44k | $1.9M | 0% | Mar 2024 |
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Keystone Wealth Services | 42k | $1.8M | 15% | Mar 2024 |
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Blackhawk Capital Partners | 41k | $1.8M | -2% | Dec 2023 |
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Wayne Hummer Investments | 41k | $1.8M | 253% | Dec 2023 |
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Signal Advisors Wealth | 40k | $1.7M | 100% | Mar 2024 |
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Stegent Equity Advisors | 39k | $1.7M | -43% | Dec 2023 |
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Laidlaw Wealth Management | 39k | $1.7M | -3% | Dec 2023 |
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Global Retirement Partners | 38k | $1.7M | -3% | Mar 2024 |
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Walkner Condon Financial Advisors | 35k | $1.5M | -48% | Mar 2024 |
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Flynn Zito Capital Management | 22k | $978k | -91% | Dec 2023 |
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Tranquilli Financial Advisor | 19k | $840k | -52% | Dec 2023 |
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Sweet Financial Partners | 13k | $566k | -97% | Mar 2024 |
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Founders Financial Securities | 11k | $471k | -95% | Mar 2024 |
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Who sold out of First Tr Exchng Traded Fd Vi tcw opportunis?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Jane Street | Sep 2023 | 420k | $18M |
Financial Designs Corp | Dec 2023 | 143k | $6.4M |
Citadel Advisors | Sep 2023 | 126k | $5.3M |