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 |
---|---|---|---|---|---|
Morgan Stanley | 11M | $491M | 0% | Jun 2024 |
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LPL Financial | 9.4M | $427M | 7% | Sep 2024 |
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Signature Estate and Investment Advisors | 7.8M | $352M | 3% | Sep 2024 |
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Wells Fargo & Company | 7.0M | $319M | 0% | Sep 2024 |
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Envestnet Asset Management | 3.2M | $147M | 5% | Sep 2024 |
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Raymond James Financial Services Advisors | 2.4M | $109M | -6% | Sep 2024 |
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Raymond James & Associates | 1.8M | $83M | -18% | Sep 2024 |
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Cetera Investment Advisers | 1.6M | $69M | 0% | Jun 2024 |
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LVZ Advisors | 1.3M | $58M | 0% | Sep 2024 |
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Allen Capital Group | 1.3M | $57M | 5% | Sep 2024 |
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Pine Valley Investments Ltd Liability | 1.2M | $56M | -9% | Sep 2024 |
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Royal Bank of Canada | 1.2M | $54M | 21% | Sep 2024 |
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Coppell Advisory Solutions | 1.0M | $47M | 338% | Sep 2024 |
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Commonwealth Equity Services | 1.0M | $46M | 3% | Sep 2024 |
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Thrivent Financial for Lutherans | 994k | $45M | 154% | Sep 2024 |
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Cambridge Investment Research Advisors | 931k | $42M | 8% | Sep 2024 |
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Advisor Group Holdings | 891k | $40M | -21% | Sep 2024 |
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Bank of America Corporation | 880k | $40M | -12% | Sep 2024 |
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HighTower Advisors | 870k | $38M | -1% | Jun 2024 |
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Long Run Wealth Advisors | 857k | $39M | 4% | Sep 2024 |
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Branch Banking & Trust Company | 753k | $32M | 3% | Jun 2024 |
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Commonwealth Financial Services | 734k | $33M | 5% | Sep 2024 |
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Stifel Financial | 712k | $31M | -31% | Jun 2024 |
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Janney Montgomery Scott | 677k | $31M | -4% | Sep 2024 |
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Spire Wealth Management | 646k | $29M | -2% | Sep 2024 |
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Prospera Financial Services | 634k | $29M | -26% | Sep 2024 |
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Bank of New York Mellon | 633k | $29M | -6% | Sep 2024 |
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Axxcess Wealth Management | 595k | $27M | 4% | Sep 2024 |
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Great Lakes Retirement | 573k | $26M | 590584% | Sep 2024 |
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H D Vest Advisory Services | 556k | $24M | -4% | Jun 2024 |
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Kestra Advisory Services | 539k | $24M | -52% | Sep 2024 |
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Larson Financial Group | 527k | $24M | 10% | Sep 2024 |
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Goss Wealth Management | 501k | $22M | 43% | Jun 2024 |
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Harbour Investments | 500k | $23M | 62% | Sep 2024 |
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Capital Asset Advisory Services | 494k | $22M | 3% | Sep 2024 |
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Drake & Associates | 493k | $22M | 2% | Sep 2024 |
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Mach-1 Financial Group | 484k | $22M | 10% | Sep 2024 |
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Seascape Capital Management | 479k | $22M | -3% | Sep 2024 |
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Cyndeo Wealth Partners | 446k | $20M | -16% | Sep 2024 |
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Private Advisor | 424k | $19M | -56% | Sep 2024 |
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O'Connor Financial Group | 416k | $19M | 7% | Sep 2024 |
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Alpha Financial Advisors | 399k | $18M | 5% | Sep 2024 |
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First Heartland Consultants | 394k | $18M | 4% | Sep 2024 |
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Sanctuary Advisors | 376k | $16M | 0% | Sep 2024 |
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SNS Financial | 362k | $16M | 17% | Sep 2024 |
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Per Stirling Capital Management | 359k | $16M | 100% | Sep 2024 |
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Sigma Planning | 344k | $16M | -6% | Sep 2024 |
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GDS Wealth Management | 343k | $16M | 13% | Sep 2024 |
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Cedrus | 333k | $15M | 37% | Sep 2024 |
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First Trust Advisors | 332k | $15M | 22% | Sep 2024 |
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Atria Investments | 327k | $15M | 0% | Sep 2024 |
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American Financial Advisors | 320k | $15M | -12% | Sep 2024 |
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TCP Asset Management | 319k | $14M | 3% | Sep 2024 |
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Susquehanna International | 310k | $14M | 100% | Sep 2024 |
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Howard Financial Services | 306k | $14M | 1% | Sep 2024 |
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Dominguez Wealth Management Solutions | 306k | $14M | -5% | Sep 2024 |
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Atria Wealth Solutions | 298k | $14M | 10% | Sep 2024 |
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Envestnet Portfolio Solutions | 288k | $13M | 1% | Sep 2024 |
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Steward Partners Investment Advisory | 271k | $12M | 9% | Jun 2024 |
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Solano Wealth Management | 269k | $12M | 3% | Jun 2024 |
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Visionary Wealth Advisors | 260k | $12M | -17% | Sep 2024 |
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Twin Peaks Wealth Advisors | 252k | $11M | 2% | Sep 2024 |
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Andina Capital Management | 252k | $11M | 55% | Sep 2024 |
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Bellevue Asset Management | 240k | $11M | 14% | Sep 2024 |
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Ameritas Advisory Services | 239k | $11M | -10% | Sep 2024 |
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LexAurum Advisors | 232k | $11M | 30% | Sep 2024 |
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Fsb Premier Wealth Management | 213k | $9.2M | -13% | Jun 2024 |
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Cornerstone Wealth Management | 212k | $9.6M | 1% | Sep 2024 |
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Gladstone Institutional Advisory | 210k | $9.5M | -5% | Sep 2024 |
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Horizon Investments | 208k | $9.4M | 2% | Sep 2024 |
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Assetmark | 206k | $9.3M | 8% | Sep 2024 |
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First Pacific Financial | 204k | $9.2M | -3% | Sep 2024 |
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Wiley Bros.-aintree Capital | 198k | $8.5M | 1141% | Jun 2024 |
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IFP Advisors | 196k | $8.4M | -18% | Jun 2024 |
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Opes Wealth Management | 194k | $8.8M | 1% | Sep 2024 |
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Madrona Financial Services | 193k | $8.7M | -1% | Sep 2024 |
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CFO4Life | 191k | $8.6M | 1% | Sep 2024 |
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Citadel Advisors | 181k | $8.2M | -76% | Sep 2024 |
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Silver Oak Securities | 178k | $8.1M | 1% | Sep 2024 |
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Stratos Wealth Partners | 173k | $7.8M | 10% | Sep 2024 |
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Orion Portfolio Solutions | 169k | $7.6M | 48% | Sep 2024 |
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AE Wealth Management | 167k | $7.5M | -55% | Sep 2024 |
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Nations Financial Group | 164k | $7.4M | 3% | Sep 2024 |
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Mutual Advisors | 158k | $6.9M | 44% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 155k | $7.0M | 3% | Sep 2024 |
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Wealth Enhancement Advisory Services | 152k | $6.5M | -5% | Jun 2024 |
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AlphaMark Advisors | 152k | $6.9M | 7% | Sep 2024 |
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Geneos Wealth Management | 150k | $6.5M | 8% | Jun 2024 |
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Snowden Capital Advisors | 147k | $6.7M | 26% | Sep 2024 |
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Aptus Capital Advisors | 143k | $6.5M | 6% | Sep 2024 |
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Capital Planning | 142k | $6.4M | 1% | Sep 2024 |
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Park National Corp | 136k | $6.2M | 61% | Sep 2024 |
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Landmark Wealth Management | 135k | $6.1M | 2% | Sep 2024 |
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Financial Advocates Investment Management | 133k | $6.0M | 0% | Sep 2024 |
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Benjamin Edwards | 132k | $6.0M | 1029% | Sep 2024 |
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HBW Advisory Services | 130k | $5.9M | -42% | Sep 2024 |
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Resources Investment Advisors | 129k | $5.8M | 3% | Sep 2024 |
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ERn Financial | 127k | $5.7M | -11% | Sep 2024 |
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Dynamic Advisors Solutions | 123k | $5.6M | 9% | Sep 2024 |
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FTB Advisors | 123k | $5.5M | 18% | Sep 2024 |
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Benjamin F. Edwards & Company | 119k | $5.1M | 11% | Jun 2024 |
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Iams Wealth Management | 115k | $5.2M | 24% | Sep 2024 |
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Integrated Wealth Concepts | 114k | $5.1M | 14% | Sep 2024 |
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Creekmur Asset Management | 113k | $5.1M | 13% | Sep 2024 |
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Mariner Wealth Advisors | 111k | $5.0M | 42% | Sep 2024 |
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Sequent Planning | 108k | $4.6M | 12% | Jun 2024 |
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USAdvisors Wealth Management | 107k | $4.8M | -3% | Sep 2024 |
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Intl Fcstone | 105k | $4.8M | -23% | Sep 2024 |
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Brian McDonald | 105k | $4.7M | 9% | Sep 2024 |
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Bennett Associates Wealth Management | 104k | $4.7M | -30% | Sep 2024 |
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Centaurus Financial | 101k | $4.6M | -5% | Sep 2024 |
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Harwood Advisory | 99k | $4.5M | -7% | Sep 2024 |
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CWM | 95k | $4.3M | -4% | Sep 2024 |
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Mml Investors Services | 94k | $4.2M | -1% | Sep 2024 |
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Paul Damon & Associates | 92k | $4.2M | -2% | Sep 2024 |
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Pensionmark Financial Group | 87k | $3.9M | 100% | Sep 2024 |
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Fagan Associates | 86k | $3.9M | -2% | Sep 2024 |
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Archer Investment Corp | 86k | $3.9M | -1% | Sep 2024 |
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Pinnacle Family Advisors | 84k | $3.6M | -35% | Jun 2024 |
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Concurrent Investment Advisors | 84k | $3.8M | 29% | Sep 2024 |
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Gateway Wealth Partners | 82k | $3.7M | 2% | Sep 2024 |
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Patriot Financial Group Insurance Agency | 81k | $3.7M | 3% | Sep 2024 |
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CoreCap Advisors | 80k | $3.6M | 12% | Sep 2024 |
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Golden State Equity Partners | 71k | $3.2M | -10% | Sep 2024 |
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Old Mission Capital | 76k | $3.3M | -83% | Jun 2024 |
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Cannon Financial Strategists | 72k | $3.3M | -6% | Sep 2024 |
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Ashton Thomas Private Wealth | 72k | $3.3M | 89% | Sep 2024 |
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Good Life Advisors | 72k | $3.3M | 25% | Sep 2024 |
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Park Avenue Securities | 72k | $3.3M | -1% | Sep 2024 |
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Csenge Advisory Group | 71k | $3.2M | -10% | Sep 2024 |
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Hartland & Co | 69k | $3.1M | 20% | Sep 2024 |
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BCGM Wealth Management | 69k | $3.1M | 4% | Sep 2024 |
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Kingsview Wealth Management | 69k | $3.1M | 3% | Sep 2024 |
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GeoWealth Management | 68k | $3.1M | 32% | Sep 2024 |
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RFG Advisory | 66k | $3.0M | 1% | Sep 2024 |
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Clarity Capital Partners | 65k | $2.9M | 8% | Sep 2024 |
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Jpmorgan Chase & Co | 63k | $2.9M | -77% | Sep 2024 |
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SignalPoint Asset Management | 59k | $2.7M | -38% | Sep 2024 |
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Lunt Capital Management | 57k | $2.6M | -3% | Sep 2024 |
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Proequities | 57k | $2.6B | 8% | Sep 2024 |
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Westside Investment Management | 56k | $2.5M | 1% | Sep 2024 |
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Foundations Investment Advisors | 55k | $2.5M | 15% | Sep 2024 |
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Blackhawk Capital Partners | 55k | $2.5M | 18% | Sep 2024 |
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Equitable Holdings | 54k | $2.3M | 0% | Jun 2024 |
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Simplicity Wealth | 53k | $2.4M | 4% | Sep 2024 |
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Integrys Wealth Advisors | 52k | $2.4M | 6% | Sep 2024 |
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Miracle Mile Advisors | 52k | $2.3M | 49% | Sep 2024 |
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BlackDiamond Wealth Management | 51k | $2.3M | -13% | Jun 2024 |
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Kestra Private Wealth Services | 51k | $2.3M | -87% | Sep 2024 |
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IFG Advisory | 50k | $2.3M | -10% | Sep 2024 |
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Lakeview Capital Partners | 48k | $2.2M | -8% | Sep 2024 |
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Beck Bode | 47k | $2.1M | -30% | Sep 2024 |
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ICA Group Wealth Management | 47k | $2.0M | -71% | Jun 2024 |
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Advance Capital Management | 41k | $1.9M | -28% | Sep 2024 |
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Ausdal Financial Partners | 35k | $1.6M | -64% | Sep 2024 |
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Centennial Wealth Advisory | 13k | $584k | -78% | Sep 2024 |
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Jane Street | 5.1k | $229k | -98% | Sep 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 |
---|---|---|---|
Brass Tax Wealth Management | Jun 2024 | 482k | $21M |
Sanchez Wealth Management Group | Jun 2024 | 204k | $8.8M |
Virtue Capital Management | Mar 2024 | 174k | $7.4M |
Strategic Financial Concepts | Jun 2024 | 144k | $104M |
Flow Traders US | Jun 2024 | 87k | $3.8M |