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 | 8.8M | $380M | -4% | Jun 2024 |
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Signature Estate and Investment Advisors | 7.5M | $324M | 11% | Jun 2024 |
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Wells Fargo & Company | 7.0M | $302M | -3% | Jun 2024 |
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UBS Group | 3.6M | $157M | -3% | Mar 2024 |
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Envestnet Asset Management | 3.1M | $132M | -14% | Jun 2024 |
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Raymond James Financial Services Advisors | 2.6M | $110M | -21% | Jun 2024 |
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Raymond James & Associates | 2.2M | $97M | 8% | Jun 2024 |
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Cetera Investment Advisers | 1.6M | $69M | 0% | Jun 2024 |
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Coppell Advisory Solutions Corp. | 1.4M | $62M | 100% | Mar 2024 |
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Pine Valley Investments Ltd Liability | 1.3M | $58M | 4% | Jun 2024 |
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LVZ Advisors | 1.3M | $55M | 2% | Jun 2024 |
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Allen Capital Group | 1.2M | $52M | 4% | Jun 2024 |
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Advisor Group Holdings | 1.1M | $49M | -47% | Mar 2024 |
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Kestra Advisory Services | 1.1M | $48M | -2% | Jun 2024 |
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Bank of America Corporation | 1.0M | $43M | -19% | Jun 2024 |
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Commonwealth Equity Services | 1.0M | $43M | -3% | Jun 2024 |
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Royal Bank of Canada | 982k | $42M | 15% | Jun 2024 |
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Private Advisor | 963k | $41M | 2% | Jun 2024 |
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HighTower Advisors | 870k | $38M | -1% | Jun 2024 |
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Cambridge Investment Research Advisors | 866k | $37M | -1% | Jun 2024 |
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Prospera Financial Services | 857k | $37M | 44% | Jun 2024 |
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Long Run Wealth Advisors | 827k | $36M | 13% | Jun 2024 |
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Branch Banking & Trust Company | 753k | $32M | 3% | Jun 2024 |
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Citadel Advisors | 751k | $32M | -40% | Jun 2024 |
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Stifel Financial | 712k | $31M | -31% | Jun 2024 |
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Commonwealth Financial Services | 702k | $31M | 100% | Jun 2024 |
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Janney Montgomery Scott | 702k | $30M | 28% | Jun 2024 |
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Bank of New York Mellon | 673k | $29M | -14% | Jun 2024 |
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Spire Wealth Management | 660k | $28M | -4% | Jun 2024 |
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Axxcess Wealth Management | 572k | $25M | 8% | Jun 2024 |
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H D Vest Advisory Services | 556k | $24M | -4% | Jun 2024 |
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Cyndeo Wealth Partners | 531k | $23M | 1% | Jun 2024 |
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Goss Wealth Management | 501k | $22M | 43% | Jun 2024 |
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Seascape Capital Management | 496k | $21M | -1% | Jun 2024 |
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Drake & Associates | 482k | $21M | 6% | Jun 2024 |
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Brass Tax Wealth Management | 482k | $21M | 100% | Jun 2024 |
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Larson Financial Group | 480k | $21M | 25% | Jun 2024 |
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Capital Asset Advisory Services | 478k | $21M | 6% | Jun 2024 |
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Mach-1 Financial Group | 439k | $19M | 12% | Jun 2024 |
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Kestra Private Wealth Services | 402k | $17M | -11% | Jun 2024 |
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Thrivent Financial for Lutherans | 392k | $17M | 100% | Mar 2024 |
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O'Connor Financial Group | 390k | $17M | 1% | Jun 2024 |
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Baird Financial | 386k | $17M | 17% | Mar 2024 |
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Alpha Financial Advisors | 380k | $16M | -1% | Jun 2024 |
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First Heartland Consultants | 379k | $16M | 61% | Jun 2024 |
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Sanctuary Advisors | 375k | $16M | 100% | Jun 2024 |
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AE Wealth Management | 368k | $16M | 5% | Jun 2024 |
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Sigma Planning | 364k | $16M | 8% | Jun 2024 |
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American Financial Advisors | 362k | $16M | -48% | Jun 2024 |
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Atria Investments | 328k | $14M | -12% | Jun 2024 |
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Dominguez Wealth Management Solutions | 323k | $14M | 3% | Jun 2024 |
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Visionary Wealth Advisors | 313k | $14M | -8% | Jun 2024 |
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TCP Asset Management | 311k | $13M | 3% | Jun 2024 |
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SNS Financial | 309k | $13M | 3% | Jun 2024 |
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Harbour Investments | 309k | $13M | -5% | Jun 2024 |
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GDS Wealth Management | 304k | $13M | 20% | Jun 2024 |
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Howard Financial Services | 302k | $13M | -27% | Jun 2024 |
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Envestnet Portfolio Solutions | 285k | $12M | -3% | Jun 2024 |
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First Trust Advisors | 272k | $12M | 100% | Mar 2024 |
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Steward Partners Investment Advisory | 271k | $12M | 9% | Jun 2024 |
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Atria Wealth Solutions | 271k | $12M | 3% | Jun 2024 |
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Jpmorgan Chase & Co | 271k | $12M | 2% | Jun 2024 |
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Solano Wealth Management | 269k | $12M | 3% | Jun 2024 |
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Ameritas Advisory Services | 267k | $12M | -18% | Jun 2024 |
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Twin Peaks Wealth Advisors | 246k | $11M | -4% | Jun 2024 |
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Cedrus | 243k | $10M | 24% | Jun 2024 |
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Coppell Advisory Solutions | 237k | $10M | -48% | Jun 2024 |
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Jane Street | 236k | $10M | -72% | Jun 2024 |
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HBW Advisory Services | 226k | $9.7M | 45% | Jun 2024 |
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Gladstone Institutional Advisory | 221k | $9.5M | -6% | Jun 2024 |
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Fsb Premier Wealth Management | 213k | $9.2M | -13% | Jun 2024 |
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First Pacific Financial | 210k | $9.0M | -18% | Jun 2024 |
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Cornerstone Wealth Management | 210k | $9.0M | -6% | Jun 2024 |
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Bellevue Asset Management | 210k | $9.0M | 6% | Jun 2024 |
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Triumph Capital Management | 205k | $8.9M | 27% | Mar 2024 |
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Sanchez Wealth Management Group | 204k | $8.8M | 1% | Jun 2024 |
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Horizon Investments | 204k | $8.8M | -32% | Jun 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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Madrona Financial Services | 195k | $8.4M | 12% | Jun 2024 |
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Opes Wealth Management | 192k | $8.3M | 5% | Jun 2024 |
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Assetmark | 190k | $8.2M | -25% | Jun 2024 |
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CFO4Life | 190k | $8.2M | -1% | Jun 2024 |
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LexAurum Advisors | 178k | $7.7M | -11% | Jun 2024 |
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Silver Oak Securities | 176k | $7.6M | 1% | Jun 2024 |
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Virtue Capital Management | 174k | $7.4M | 93% | Mar 2024 |
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Andina Capital Management | 162k | $7.0M | -20% | Jun 2024 |
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Nations Financial Group | 158k | $6.8M | 10% | Jun 2024 |
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Stratos Wealth Partners | 158k | $6.8M | 2% | Jun 2024 |
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Wealth Enhancement Advisory Services | 152k | $6.5M | -5% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 150k | $6.5M | 6% | Jun 2024 |
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Geneos Wealth Management | 150k | $6.5M | 8% | Jun 2024 |
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Bennett Associates Wealth Management | 149k | $6.4M | 8% | Jun 2024 |
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Strategic Financial Concepts | 144k | $104M | 10% | Jun 2024 |
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ERn Financial | 143k | $6.1M | -6% | Jun 2024 |
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AlphaMark Advisors | 141k | $6.1M | 3% | Jun 2024 |
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Capital Planning | 140k | $6.0M | 1% | Jun 2024 |
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Intl Fcstone | 136k | $5.9M | -19% | Jun 2024 |
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Aptus Capital Advisors | 134k | $5.8M | 5% | Jun 2024 |
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Financial Advocates Investment Management | 133k | $5.7M | -5% | Jun 2024 |
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Landmark Wealth Management | 133k | $5.7M | 4% | Jun 2024 |
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Guardian Wealth Advisors, Llc / Nc | 125k | $5.5M | 4% | Mar 2024 |
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Resources Investment Advisors | 125k | $5.4M | -3% | Jun 2024 |
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IHT Wealth Management | 122k | $5.3M | 41% | Mar 2024 |
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Benjamin F. Edwards & Company | 119k | $5.1M | 11% | Jun 2024 |
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Snowden Capital Advisors | 117k | $5.1M | -28% | Jun 2024 |
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Orion Portfolio Solutions | 114k | $5.0M | -31% | Mar 2024 |
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Dynamic Advisors Solutions | 113k | $4.9M | 2% | Jun 2024 |
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Mutual Advisors | 110k | $4.8M | -38% | Jun 2024 |
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USAdvisors Wealth Management | 110k | $4.7M | 4% | Jun 2024 |
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Sequent Planning | 108k | $4.6M | 12% | Jun 2024 |
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Harwood Advisory | 106k | $4.6M | -48% | Jun 2024 |
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FTB Advisors | 104k | $4.5M | 7% | Jun 2024 |
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Creekmur Asset Management | 100k | $4.3M | 47% | Jun 2024 |
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Integrated Wealth Concepts | 100k | $4.3M | 41% | Jun 2024 |
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CWM | 99k | $4.2M | -8% | Jun 2024 |
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Ausdal Financial Partners | 96k | $4.1M | 2% | Jun 2024 |
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SignalPoint Asset Management | 96k | $4.1M | -28% | Jun 2024 |
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Brian McDonald | 96k | $4.1M | 1% | Jun 2024 |
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Mml Investors Services | 95k | $4.1M | 1% | Jun 2024 |
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Paul Damon & Associates | 94k | $4.0M | -13% | Jun 2024 |
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Centaurus Financial | 93k | $4.1M | 9% | Mar 2024 |
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Iams Wealth Management | 93k | $4.0M | -55% | Jun 2024 |
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Fagan Associates | 88k | $3.8M | -2% | Jun 2024 |
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Flow Traders US | 87k | $3.8M | -33% | Jun 2024 |
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Archer Investment Corp | 87k | $3.7M | 3% | Jun 2024 |
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Park National Corp | 84k | $3.6M | 100% | Jun 2024 |
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Pinnacle Family Advisors | 84k | $3.6M | -35% | Jun 2024 |
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Gateway Wealth Partners | 81k | $3.5M | -37% | Jun 2024 |
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Csenge Advisory Group | 80k | $3.4M | 0% | Jun 2024 |
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Golden State Equity Partners | 79k | $3.4M | -6% | Jun 2024 |
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Patriot Financial Group Insurance Agency | 78k | $3.4M | 1% | Jun 2024 |
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Mariner Wealth Advisors | 78k | $3.4M | -36% | Jun 2024 |
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Cannon Financial Strategists | 77k | $3.3M | 100% | Jun 2024 |
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Old Mission Capital | 76k | $3.3M | -83% | Jun 2024 |
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Wilbanks Smith & Thomas Asset Management | 75k | $3.3M | 10% | Mar 2024 |
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Park Avenue Securities | 73k | $3.1M | -1% | Jun 2024 |
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Betterment | 72k | $3.1M | 10% | Mar 2024 |
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CoreCap Advisors | 71k | $3.1M | 431% | Jun 2024 |
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Beck Bode | 67k | $2.9M | -17% | Jun 2024 |
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BCGM Wealth Management | 67k | $2.9M | 6% | Jun 2024 |
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Kingsview Wealth Management | 67k | $2.9M | 36% | Jun 2024 |
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Concurrent Investment Advisors | 65k | $2.8M | -67% | Jun 2024 |
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RFG Advisory | 65k | $2.8M | -10% | Jun 2024 |
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Clarity Capital Partners | 60k | $2.6M | -2% | Jun 2024 |
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Centennial Wealth Advisory | 59k | $2.6M | -2% | Jun 2024 |
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Lunt Capital Management | 59k | $2.5M | -1% | Jun 2024 |
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Good Life Advisors | 58k | $2.5M | -3% | Jun 2024 |
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Advance Capital Management | 57k | $2.4M | -16% | Jun 2024 |
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IFG Advisory | 55k | $2.4M | -5% | Jun 2024 |
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BlackDiamond Wealth Management | 51k | $2.3M | -13% | Jun 2024 |
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Simplicity Wealth | 51k | $2.2M | -27% | Jun 2024 |
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ICA Group Wealth Management | 47k | $2.0M | -71% | Jun 2024 |
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Advisory Alpha | 40k | $1.7M | -74% | Jun 2024 |
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West Michigan Advisors | 36k | $1.6M | -72% | Jun 2024 |
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National Asset Management | 27k | $1.2M | -71% | Jun 2024 |
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We Are One Seven | 21k | $908k | -82% | Jun 2024 |
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Arkadios Wealth Advisors | 5.7k | $244k | -93% | Jun 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 |
---|---|---|---|
Rehmann Capital Advisory | Mar 2024 | 484k | $21M |
Susquehanna International | Mar 2024 | 174k | $7.6M |
Newman Dignan & Sheerar | Mar 2024 | 150k | $6.5M |
Fifth Third Securities | Mar 2024 | 103k | $4.5M |