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 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16+ 0.12% |
$382 - $396
|
12.9K
$319K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-80- 59.7% |
$1.91K - $1.98K
|
54
$1.34K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-184- 0.95% |
$4.39K - $4.55K
|
19.1K
$473K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-276- 3.05% |
$6.59K - $6.82K
|
8.78K
$217K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-326- 1.72% |
$7.78K - $8.06K
|
18.6K
$461K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-388- 0.19% |
$9.26K - $9.59K
|
205K
$5.07M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-402- 0.61% |
$9.6K - $9.94K
|
65.3K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-465- 4.23% |
$11.1K - $11.5K
|
10.5K
$260K
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-485- 4.81% |
$11.6K - $12K
|
9.6K
$238K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-491- 0.83% |
$11.7K - $12.1K
|
58.9K
$1.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-541- 5.04% |
$12.9K - $13.4K
|
10.2K
$252K
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-821- 8.26% |
$19.6K - $20.3K
|
9.12K
$226K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-890- 1.77% |
$21.2K - $22K
|
49.4K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.01KClosed |
$24K - $24.9K
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.18K- 12.41% |
$28.1K - $29.1K
|
8.3K
$205K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.3K- 0.63% |
$31K - $32.1K
|
207K
$5.11M
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.45K- 14.15% |
$34.6K - $35.8K
|
8.8K
$218K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.47K- 9.23% |
$35K - $36.3K
|
14.4K
$357K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.54K- 14.5% |
$36.8K - $38.1K
|
9.09K
$225K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.6KClosed |
$38.2K - $39.5K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.11K- 0.58% |
$50.3K - $52.1K
|
359K
$8.88M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.22K- 4.05% |
$52.9K - $54.8K
|
52.5K
$1.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.34K- 22.32% |
$55.9K - $57.9K
|
8.15K
$202K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.42K- 12.08% |
$57.8K - $59.9K
|
17.6K
$436K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.48K- 7.34% |
$59.1K - $61.3K
|
31.3K
$774K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.25K- 36.31% |
$77.6K - $80.4K
|
5.7K
$141K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.33K- 13.32% |
$79.5K - $82.3K
|
21.7K
$536K
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.57K- 1.57% |
$85.1K - $88.2K
|
224K
$5.54M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.57K- 5.19% |
$85.3K - $88.3K
|
65.3K
$1.62M
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-3.86K- 1.01% |
$92K - $95.3K
|
379K
$9.39M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-4K- 23.62% |
$95.6K - $99K
|
12.9K
$320K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.59K- 12.23% |
$109K - $113K
|
32.9K
$814K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-5.23K- 7.19% |
$125K - $129K
|
67.5K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.55K- 1.35% |
$156K - $162K
|
479K
$11.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-9.91K- 53.09% |
$236K - $245K
|
8.76K
$217K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-10.4K- 19.16% |
$247K - $256K
|
43.7K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-10.7K- 2.18% |
$256K - $265K
|
482K
$11.9M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.4K- 34.85% |
$273K - $283K
|
21.4K
$529K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-11.8K- 90.01% |
$282K - $292K
|
1.31K
$32.4K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-13K- 11.24% |
$311K - $322K
|
103K
$2.54M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-13.6K- 12.56% |
$325K - $337K
|
94.8K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-15K- 4.12% |
$358K - $371K
|
349K
$8.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-17K- 15.15% |
$406K - $421K
|
95.3K
$2.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-17K- 2.8% |
$406K - $421K
|
590K
$14.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.7K- 6.07% |
$421K - $436K
|
273K
$6.76M
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-18.8K- 20.86% |
$449K - $465K
|
71.4K
$1.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.7K- 32.13% |
$470K - $487K
|
41.6K
$1.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-19.9K- 54.92% |
$474K - $491K
|
16.3K
$403K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-20.2K- 7.18% |
$481K - $498K
|
261K
$6.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-20.2K- 3.21% |
$482K - $499K
|
609K
$15.1M
|