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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.47K- 6.2% |
$35.8K - $37.4K
|
22.2K
$549K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.48KClosed |
$36K - $37.7K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.97KClosed |
$48.2K - $50.4K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.26K- 1.13% |
$55.2K - $57.8K
|
198K
$4.9M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.51K- 1.41% |
$61.4K - $64.2K
|
176K
$4.35M
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-2.81K- 9.69% |
$68.6K - $71.8K
|
26.2K
$648K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3.37K- 7.61% |
$82.2K - $86K
|
40.9K
$1.01M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.01K- 7.34% |
$98K - $103K
|
50.7K
$1.25M
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4.81KClosed |
$117K - $123K
|
0
$0
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.61K- 11.37% |
$137K - $143K
|
43.7K
$1.08M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.61K- 11.37% |
$137K - $143K
|
43.7K
$1.08M
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.84K- 35.79% |
$143K - $149K
|
10.5K
$259K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.22K- 5.82% |
$152K - $159K
|
101K
$2.49M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.91K- 8.77% |
$169K - $177K
|
71.9K
$1.78M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.99KClosed |
$171K - $179K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-7.5K- 1.8% |
$183K - $192K
|
409K
$10.1M
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-8.62K- 22.79% |
$210K - $220K
|
29.2K
$723K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.68K- 6.84% |
$236K - $247K
|
132K
$3.26M
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-10.1K- 5.38% |
$245K - $257K
|
177K
$4.37M
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-10.4KClosed |
$255K - $267K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-10.8K- 7.87% |
$263K - $275K
|
126K
$3.12M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.9K- 5.93% |
$291K - $304K
|
189K
$4.67M
|
|
Aug 12, 2022
Q2 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-12.2K- 2.99% |
$297K - $311K
|
395K
$9.78M
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-12.2K- 72.54% |
$298K - $312K
|
4.62K
$114K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-14.2K- 46.6% |
$347K - $363K
|
16.3K
$403K
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-17.2K- 60.18% |
$420K - $440K
|
11.4K
$282K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.4K- 50.06% |
$425K - $445K
|
17.4K
$430K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-17.5K- 7.66% |
$426K - $446K
|
211K
$5.21M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-17.5KClosed |
$427K - $447K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-18.3K- 33.5% |
$447K - $467K
|
36.3K
$899K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-19.6KClosed |
$479K - $501K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.7K- 48.91% |
$506K - $530K
|
21.7K
$536K
|
|
Aug 08, 2022
Q2 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-21.7KClosed |
$529K - $554K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21.8KClosed |
$531K - $556K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.9K- 10.1% |
$534K - $559K
|
195K
$4.82M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.3K- 7.62% |
$594K - $621K
|
295K
$7.3M
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-24.7KClosed |
$602K - $630K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-29.1K- 36.75% |
$711K - $744K
|
50.1K
$1.24M
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-36KClosed |
$879K - $920K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-43K- 9.15% |
$1.05M - $1.1M
|
427K
$10.6M
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-44.2K- 7.6% |
$1.08M - $1.13M
|
537K
$13.3M
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-48.8K- 21.86% |
$1.19M - $1.25M
|
174K
$4.32M
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-49.5K- 10.2% |
$1.21M - $1.26M
|
436K
$10.8M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-50.5K- 79.04% |
$1.23M - $1.29M
|
13.4K
$332K
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-52.7K- 7.74% |
$1.29M - $1.35M
|
629K
$15.6M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-53.9K- 15.89% |
$1.32M - $1.38M
|
285K
$7.06M
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-55K- 7.2% |
$1.34M - $1.4M
|
708K
$17.5M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-56.5K- 15.39% |
$1.38M - $1.44M
|
310K
$7.68M
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-56.7K- 50.91% |
$1.39M - $1.45M
|
54.7K
$1.35M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62.4K- 90.6% |
$1.52M - $1.59M
|
6.47K
$160K
|