Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
10.1KNew |
$245K - $257K
|
10.1K
$249K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.68KNew |
$236K - $247K
|
9.68K
$240K
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
9.27KNew |
$226K - $237K
|
9.27K
$230K
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
8.96KNew |
$219K - $229K
|
8.96K
$222K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.62KNew |
$210K - $220K
|
8.62K
$213K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.17K+ 4.09% |
$199K - $209K
|
208K
$5.14M
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.03K+ 4.27% |
$196K - $205K
|
196K
$4.86M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
7.43K+ 1.69% |
$181K - $190K
|
446K
$11.1M
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
6.79K+ 11.19% |
$166K - $173K
|
67.4K
$1.67M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.59K+ 6.59% |
$136K - $143K
|
90.3K
$2.23M
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.18K+ 8.5% |
$127K - $132K
|
66.2K
$1.64M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.06K+ 9.88% |
$123K - $129K
|
56.3K
$1.39M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
4.98K+ 61.88% |
$122K - $127K
|
13K
$322K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.43K+ 8.39% |
$108K - $113K
|
57.2K
$1.42M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.85KNew |
$93.9K - $98.2K
|
3.85K
$95.2K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.36K+ 2.37% |
$81.9K - $85.7K
|
145K
$3.58M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.01K+ 3.15% |
$73.6K - $77K
|
98.6K
$2.44M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3K+ 2.04% |
$73.2K - $76.6K
|
150K
$3.7M
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.79K+ 2.51% |
$68K - $71.2K
|
114K
$2.82M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.39K+ 6.78% |
$58.3K - $61K
|
37.6K
$931K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.38K+ 1.33% |
$58.1K - $60.8K
|
182K
$4.5M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.95K+ 4.32% |
$47.7K - $49.9K
|
47.2K
$1.17M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.8K+ 11.07% |
$43.9K - $45.9K
|
18.1K
$447K
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.75K+ 6.46% |
$42.7K - $44.7K
|
28.8K
$714K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.67K+ 9.65% |
$40.7K - $42.5K
|
18.9K
$469K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5K+ 88.55% |
$36.6K - $38.3K
|
3.2K
$79.1K
|
|
Aug 12, 2022
Q2 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.34K+ 11.01% |
$32.8K - $34.3K
|
13.5K
$335K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
581New |
$14.2K - $14.8K
|
581
$14.4K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
545New |
$13.3K - $13.9K
|
545
$13.5K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
524+ 5.86% |
$12.8K - $13.4K
|
9.46K
$234K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
328New |
$8.01K - $8.38K
|
328
$8.12K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
223New |
$5.44K - $5.7K
|
223
$5.52K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
175+ 0.63% |
$4.27K - $4.47K
|
27.8K
$689K
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
131+ 0.38% |
$3.2K - $3.35K
|
34.7K
$860K
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
110New |
$2.69K - $2.81K
|
110
$2.72K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
92+ 36.95% |
$2.25K - $2.35K
|
341
$8.44K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
51+ 0.41% |
$1.24K - $1.3K
|
12.6K
$313K
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.27% |
$122 - $128
|
1.84K
$45.5K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.04% |
$97.6 - $102
|
9.04K
$224K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.03% |
$73.2 - $76.6
|
11K
$273K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-49- 36.57% |
$1.2K - $1.25K
|
85
$2.1K
|
|
Aug 12, 2022
Q2 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-50- 0.31% |
$1.22K - $1.28K
|
16.1K
$399K
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-87- 0.12% |
$2.12K - $2.22K
|
70.7K
$1.75M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-601- 19.76% |
$14.7K - $15.3K
|
2.44K
$60.4K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-712- 2.07% |
$17.4K - $18.2K
|
33.7K
$834K
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-816- 5.9% |
$19.9K - $20.8K
|
13K
$322K
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-905- 4.44% |
$22.1K - $23.1K
|
19.5K
$482K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-945- 55.75% |
$23.1K - $24.1K
|
750
$18.6K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.18K- 4.35% |
$28.7K - $30K
|
25.9K
$640K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.4K- 48.28% |
$34.2K - $35.8K
|
1.5K
$37.1K
|