Purchases and Sales Made in Q2 2023 in First Tr ETF Viii Tcw Unconstr (UCON)

UCON Quotes by TradingView

This table provides information about the institutional ownership of First Tr ETF Viii Tcw Unconstr (UCON) during Q2 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
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
726K
New
$17.5M - $17.9M
726K $17.9M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
523K
+ 39.46%
$12.6M - $12.9M
1.85M $45.5M
Aug 07, 2023 Q2 2023
Slate Stone Wealth, LLC

BUY
 -
491K
New
$11.8M - $12.1M
491K $12.1M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
344K
+ 585.19%
$8.28M - $8.46M
403K $9.92M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
331K
+ 48.84%
$7.96M - $8.13M
1.01M $24.8M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
324K
+ 28.51%
$7.81M - $7.98M
1.46M $36M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
284K
+ 27.05%
$6.84M - $6.99M
1.33M $32.9M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
265K
+ 21.03%
$6.38M - $6.51M
1.52M $37.6M
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
257K
New
$6.2M - $6.33M
257K $6.34M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
222K
+ 1614.04%
$5.35M - $5.46M
236K $5.81M
Jul 31, 2023 Q2 2023
Bms Financial Advisors, LLC

BUY
 -
161K
New
$3.89M - $3.97M
161K $3.98M
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
151K
+ 153.87%
$3.64M - $3.71M
249K $6.14M
Jul 03, 2023 Q2 2023
Park National Corp

BUY
 -
127K
New
$3.07M - $3.13M
127K $3.14M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
122K
+ 41.4%
$2.93M - $2.99M
416K $10.2M
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
114K
+ 12.78%
$2.74M - $2.8M
1.01M $24.8M
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
110K
+ 11.89%
$2.66M - $2.71M
1.04M $25.6M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
104K
+ 396.43%
$2.5M - $2.55M
130K $3.2M
Aug 11, 2023 Q2 2023
Lunt Capital Management, Inc.

Holladay, UT
BUY
 -
92.4K
New
$2.22M - $2.27M
92.4K $2.28M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
91K
+ 32.86%
$2.19M - $2.24M
368K $9.06M
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
90.5K
New
$2.18M - $2.23M
90.5K $2.23M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
88.9K
+ 1752.46%
$2.14M - $2.19M
93.9K $2.31M
Jan 12, 2024 Q2 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
87K
New
$2.1M - $2.14M
87K $2.14M
Aug 11, 2023 Q2 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
87K
New
$2.1M - $2.14M
87K $2.14M
Aug 03, 2023 Q2 2023
Financial Futures LTD Liability Co.

BUY
 -
81.4K
+ 67.38%
$1.96M - $2M
202K $4.98M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
62.8K
+ 86.81%
$1.51M - $1.54M
135K $3.33M
Jul 28, 2023 Q2 2023
Q3 Asset Management

BUY
 -
61.6K
New
$1.48M - $1.52M
61.6K $1.52M
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
56.9K
+ 33.73%
$1.37M - $1.4M
226K $5.56M
Aug 10, 2023 Q2 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
56.8K
+ 18.23%
$1.37M - $1.4M
368K $9.07M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
44.7K
+ 209.25%
$1.08M - $1.1M
66.1K $1.63M
Jul 24, 2023 Q2 2023
Bka Wealth Consulting, Inc.

BUY
 -
41.3K
+ 42.67%
$994K - $1.02M
138K $3.4M
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
37.7K
+ 52.36%
$908K - $927K
110K $2.7M
Oct 19, 2023 Q2 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
35.9K
+ 21.27%
$865K - $883K
205K $5.05M
Jan 16, 2024 Q2 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
35.9K
+ 21.27%
$865K - $883K
205K $5.05M
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
34.1K
+ 8.49%
$822K - $839K
436K $10.7M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
33.1K
+ 217.62%
$797K - $814K
48.3K $1.19M
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
31.6K
+ 37.84%
$761K - $777K
115K $2.83M
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
30.3K
New
$729K - $744K
30.3K $746K
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

BUY
 -
29.6K
New
$712K - $727K
29.6K $729K
Jul 18, 2023 Q2 2023
Octavia Wealth Advisors, LLC

BUY
 -
28.2K
+ 6.51%
$680K - $694K
462K $11.4M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
19.6K
+ 9.56%
$472K - $482K
225K $5.53M
Jul 27, 2023 Q2 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
19.5K
+ 3.35%
$471K - $481K
603K $14.9M
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
19.5K
+ 6.12%
$469K - $479K
338K $8.32M
Aug 03, 2023 Q2 2023
Private Capital Management LLC

BUY
 -
19.4K
+ 33.04%
$466K - $476K
78K $1.92M
Aug 18, 2023 Q2 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
19K
+ 10.9%
$458K - $468K
194K $4.77M
Aug 08, 2023 Q2 2023
Econ Financial Services Corp

BUY
 -
17.9K
New
$430K - $439K
17.9K $440K
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
17.1K
+ 2.04%
$412K - $421K
854K $21.1M
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
16.5K
+ 9.15%
$397K - $405K
197K $4.85M
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
16.5K
+ 9.15%
$397K - $405K
197K $4.85M
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
16.1K
+ 20.4%
$388K - $396K
95K $2.34M

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