Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.37M+ 1078.39% |
$56.7M - $58.7M
|
2.59M
$64.2M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.38MNew |
$32.9M - $34.1M
|
1.38M
$34.1M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
802K+ 67.98% |
$19.2M - $19.8M
|
1.98M
$49M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
421KNew |
$10M - $10.4M
|
421K
$10.4M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
408K+ 10635.81% |
$9.74M - $10.1M
|
412K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
366KNew |
$8.74M - $9.05M
|
366K
$9.06M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
312K+ 5.89% |
$7.44M - $7.7M
|
5.61M
$139M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
311KNew |
$7.43M - $7.7M
|
311K
$7.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
291K+ 99.62% |
$6.95M - $7.2M
|
584K
$14.4M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
251K+ 31.45% |
$6M - $6.21M
|
1.05M
$26M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
248K+ 14.52% |
$5.93M - $6.14M
|
1.96M
$48.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
198K+ 26.5% |
$4.73M - $4.9M
|
946K
$23.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
181K+ 44.12% |
$4.31M - $4.46M
|
590K
$14.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
180KNew |
$4.3M - $4.46M
|
180K
$4.46M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
161K+ 102.24% |
$3.84M - $3.98M
|
318K
$7.87M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
156K+ 29.98% |
$3.73M - $3.86M
|
677K
$16.7M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
155K+ 112.59% |
$3.69M - $3.82M
|
292K
$7.23M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
148KNew |
$3.54M - $3.67M
|
148K
$3.67M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
131K+ 90.02% |
$3.13M - $3.24M
|
277K
$6.85M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
108KNew |
$2.58M - $2.67M
|
108K
$2.67M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
105K+ 12.73% |
$2.5M - $2.59M
|
929K
$23M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
104K+ 262.08% |
$2.49M - $2.58M
|
144K
$3.57M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
102K+ 20.27% |
$2.43M - $2.52M
|
604K
$14.9M
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
96.8KNew |
$2.31M - $2.39M
|
96.8K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
95.2K+ 18.9% |
$2.27M - $2.35M
|
599K
$14.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
86.9K+ 11.57% |
$2.07M - $2.15M
|
837K
$20.7M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
83.5KNew |
$1.99M - $2.06M
|
83.5K
$2.06M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
72KNew |
$1.72M - $1.78M
|
72K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
71.5K+ 5.7% |
$1.71M - $1.77M
|
1.33M
$32.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
68.7K+ 668.13% |
$1.64M - $1.7M
|
78.9K
$1.95M
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
63.7KNew |
$1.52M - $1.57M
|
63.7K
$1.58M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
63.5K+ 722.3% |
$1.52M - $1.57M
|
72.3K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
58.8KNew |
$1.4M - $1.45M
|
58.8K
$1.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
54.8K+ 14.48% |
$1.31M - $1.36M
|
434K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
53.9K+ 14.01% |
$1.29M - $1.33M
|
439K
$10.9M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51.6K+ 11.79% |
$1.23M - $1.28M
|
489K
$12.1M
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
51.2K+ 73.55% |
$1.22M - $1.27M
|
121K
$2.99M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
49.1K+ 1719.22% |
$1.17M - $1.21M
|
52K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
39.2K+ 15.4% |
$937K - $970K
|
294K
$7.28M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
32.9K+ 18.74% |
$786K - $814K
|
209K
$5.17M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
32.7K+ 24.07% |
$781K - $809K
|
169K
$4.17M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
31.2K+ 138.88% |
$745K - $772K
|
53.7K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.5K+ 110.03% |
$728K - $754K
|
58.2K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.2KNew |
$650K - $673K
|
27.2K
$674K
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
26.6KNew |
$635K - $658K
|
26.6K
$658K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.1KNew |
$624K - $646K
|
26.1K
$647K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.8K+ 7.13% |
$616K - $638K
|
388K
$9.59M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
25KNew |
$597K - $618K
|
25K
$619K
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
23.6K+ 16.22% |
$563K - $583K
|
169K
$4.18M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
23.6K+ 16.22% |
$563K - $583K
|
169K
$4.18M
|