Purchases and Sales Made in Q1 2022 in First Tr ETF Viii Tcw Unconstr (UCON)
This table provides information about the institutional ownership of First Tr ETF Viii Tcw Unconstr (UCON) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII TCW UNCONSTR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-375Closed |
$9.55K - $9.89K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-489- 2.34% |
$12.4K - $12.9K
|
20.4K
$502K
|
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-500- 3.0% |
$12.7K - $13.2K
|
16.2K
$399K
|
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-910- 0.48% |
$23.2K - $24K
|
187K
$4.6M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.67K- 11.7% |
$42.4K - $44K
|
12.6K
$310K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.72K- 4.75% |
$43.7K - $45.3K
|
34.4K
$848K
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
SELL
|
- |
-1.88K- 6.17% |
$47.9K - $49.6K
|
28.6K
$705K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.07K- 11.24% |
$52.6K - $54.5K
|
16.3K
$402K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.27K- 16.41% |
$109K - $113K
|
21.8K
$536K
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.41K- 18.36% |
$112K - $116K
|
19.6K
$483K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.74K- 22.42% |
$146K - $151K
|
19.8K
$489K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.95K- 10.77% |
$152K - $157K
|
49.3K
$1.22M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.95K- 10.77% |
$152K - $157K
|
49.3K
$1.22M
|
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-8.38K- 11.12% |
$213K - $221K
|
66.9K
$1.65M
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-8.82KClosed |
$225K - $233K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.15K- 85.08% |
$233K - $241K
|
1.6K
$39.5K
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-9.62KClosed |
$245K - $254K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.8KClosed |
$300K - $311K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-11.9KClosed |
$303K - $314K
|
0
$0
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.5KClosed |
$317K - $328K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.2K- 45.12% |
$361K - $374K
|
17.3K
$425K
|
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-14.9K- 6.24% |
$378K - $392K
|
223K
$5.5M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-16.7K- 9.35% |
$425K - $440K
|
162K
$3.98M
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-17.5K- 50.29% |
$446K - $461K
|
17.3K
$426K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-17.8K- 18.39% |
$452K - $468K
|
78.8K
$1.94M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-21.2KClosed |
$541K - $560K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-22.1K- 33.25% |
$562K - $582K
|
44.3K
$1.09M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26.5K- 6.04% |
$676K - $700K
|
413K
$10.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-31.5KClosed |
$802K - $830K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-35.3K- 35.14% |
$900K - $932K
|
65.2K
$1.61M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-48K- 51.48% |
$1.22M - $1.27M
|
45.2K
$1.11M
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-50.7K- 6.23% |
$1.29M - $1.34M
|
763K
$18.8M
|
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-60.4KClosed |
$1.54M - $1.59M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-61.9K- 18.66% |
$1.57M - $1.63M
|
270K
$6.64M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-63.1K- 14.68% |
$1.61M - $1.66M
|
367K
$9.04M
|
|
|
May 11, 2022
Q1 2022
|
Q3 Asset Management
|
SELL
|
- |
-77.9KClosed |
$1.98M - $2.06M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-88.4K- 52.72% |
$2.25M - $2.33M
|
79.2K
$1.95M
|
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-90.4KClosed |
$2.3M - $2.39M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-107K- 22.99% |
$2.73M - $2.83M
|
359K
$8.86M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-222K- 96.08% |
$5.64M - $5.84M
|
9.03K
$223K
|
|
|
Apr 21, 2022
Q1 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-247K- 89.51% |
$6.3M - $6.53M
|
29K
$715K
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-440K- 22.99% |
$11.2M - $11.6M
|
1.47M
$36.3M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.04M- 21.79% |
$26.5M - $27.4M
|
3.73M
$92M
|