Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-144K- 48.05% |
$3.52M - $3.59M
|
156K
$3.86M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-185K- 18.78% |
$4.53M - $4.61M
|
802K
$19.8M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-304K- 96.93% |
$7.43M - $7.57M
|
9.64K
$238K
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-311K- 39.7% |
$7.59M - $7.73M
|
472K
$11.7M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-424K- 6.94% |
$10.3M - $10.5M
|
5.68M
$140M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-458K- 94.79% |
$11.2M - $11.4M
|
25.2K
$622K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-547K- 91.84% |
$13.3M - $13.6M
|
48.6K
$1.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-799K- 97.88% |
$19.5M - $19.9M
|
17.3K
$428K
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-806K- 59.34% |
$19.7M - $20M
|
552K
$13.6M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-896K- 71.89% |
$21.9M - $22.3M
|
350K
$8.65M
|