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
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-20.6K- 54.09% |
$492K - $509K
|
17.5K
$434K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-21.5K- 6.78% |
$513K - $531K
|
296K
$7.33M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.8K- 5.97% |
$545K - $564K
|
360K
$8.93M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-31.1K- 99.2% |
$741K - $768K
|
249
$6.18K
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-32.3K- 39.77% |
$772K - $799K
|
49K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-32.3K- 35.38% |
$772K - $799K
|
59K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32.9K- 95.9% |
$785K - $813K
|
1.4K
$34.8K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-35K- 4.75% |
$835K - $865K
|
702K
$17.4M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-36.5K- 19.11% |
$871K - $902K
|
154K
$3.83M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-40.2K- 10.29% |
$959K - $993K
|
350K
$8.69M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-41.8K- 5.95% |
$998K - $1.03M
|
661K
$16.4M
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-42.5K- 72.05% |
$1.02M - $1.05M
|
16.5K
$409K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-42.9K- 19.43% |
$1.02M - $1.06M
|
178K
$4.41M
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-45.5K- 33.5% |
$1.09M - $1.13M
|
90.4K
$2.24M
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-48.5K- 24.56% |
$1.16M - $1.2M
|
149K
$3.69M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-60K- 18.25% |
$1.43M - $1.48M
|
269K
$6.67M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-61K- 68.43% |
$1.46M - $1.51M
|
28.1K
$697K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-78.5K- 10.7% |
$1.87M - $1.94M
|
656K
$16.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-81.4K- 76.79% |
$1.94M - $2.01M
|
24.6K
$610K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-85.1K- 55.23% |
$2.03M - $2.1M
|
69K
$1.71M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-85.4K- 43.63% |
$2.04M - $2.11M
|
110K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-94.9K- 14.81% |
$2.27M - $2.35M
|
546K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-97.6K- 71.67% |
$2.33M - $2.41M
|
38.6K
$957K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-120K- 9.55% |
$2.87M - $2.97M
|
1.14M
$28.2M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-138K- 13.41% |
$3.29M - $3.41M
|
891K
$22.1M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-140K- 2.52% |
$3.34M - $3.46M
|
5.42M
$134M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-165K- 22.33% |
$3.94M - $4.08M
|
574K
$14.2M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-191K- 84.4% |
$4.57M - $4.73M
|
35.4K
$877K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-229K- 39.58% |
$5.47M - $5.67M
|
350K
$8.68M
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-310K- 54.76% |
$7.41M - $7.67M
|
256K
$6.36M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-506K- 77.35% |
$12.1M - $12.5M
|
148K
$3.67M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-741K- 37.05% |
$17.7M - $18.3M
|
1.26M
$31.2M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.05M- 97.43% |
$25M - $25.9M
|
27.6K
$686K
|