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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Top investors of First Tr Exchng Traded Fd Vi tcw opportunis stock
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 |
|
| Founders Financial Securities | 11k | $471k | -95% | Mar 2024 |
|
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 |