Purchases and Sales Made in Q2 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 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 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.01K+ 1.85% |
$24.3K - $24.8K
|
55.6K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
902+ 1.74% |
$21.7K - $22.2K
|
52.9K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
822New |
$19.8K - $20.2K
|
822
$20.3K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
794New |
$19.1K - $19.5K
|
794
$19.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
637+ 2.27% |
$15.3K - $15.7K
|
28.8K
$711K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
533+ 0.75% |
$12.8K - $13.1K
|
71.9K
$1.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
445+ 0.9% |
$10.7K - $10.9K
|
49.9K
$1.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
313+ 0.65% |
$7.54K - $7.7K
|
48.6K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
206New |
$4.96K - $5.07K
|
206
$5.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
191+ 1.06% |
$4.6K - $4.7K
|
18.2K
$451K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$2.41K - $2.46K
|
100
$2.47K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
36+ 0.17% |
$867 - $885
|
20.8K
$515K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
33+ 0.26% |
$795 - $811
|
12.9K
$320K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8+ 0.39% |
$193 - $197
|
2.06K
$51.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
3+ 0.03% |
$72.2 - $73.8
|
8.8K
$218K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 1.85% |
$24.1 - $24.6
|
55
$1.36K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9- 0.07% |
$217 - $221
|
13.3K
$329K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-29- 0.06% |
$698 - $713
|
47.9K
$1.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-41- 0.1% |
$987 - $1.01K
|
41.6K
$1.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-112- 0.72% |
$2.7K - $2.75K
|
15.4K
$382K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-165- 12.6% |
$3.97K - $4.06K
|
1.15K
$28.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-166- 1.82% |
$4K - $4.08K
|
8.95K
$221K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-189- 1.31% |
$4.55K - $4.65K
|
14.2K
$352K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-200- 0.3% |
$4.82K - $4.92K
|
67.6K
$1.67M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-500- 6.13% |
$12K - $12.3K
|
7.65K
$189K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-550- 1.11% |
$13.2K - $13.5K
|
49K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-558- 2.02% |
$13.4K - $13.7K
|
27.1K
$670K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-594- 1.36% |
$14.3K - $14.6K
|
43.1K
$1.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-678- 3.55% |
$16.3K - $16.7K
|
18.4K
$456K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-916- 0.62% |
$22.1K - $22.5K
|
147K
$3.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-925- 0.98% |
$22.3K - $22.7K
|
93.8K
$2.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.17K- 83.79% |
$28.1K - $28.7K
|
226
$5.59K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.69K- 0.62% |
$40.7K - $41.6K
|
272K
$6.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.22K- 8.87% |
$53.4K - $54.6K
|
22.8K
$564K
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-2.59K- 4.07% |
$62.4K - $63.7K
|
61.1K
$1.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.78K- 4.77% |
$66.9K - $68.4K
|
55.5K
$1.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-3.31K- 0.98% |
$79.7K - $81.4K
|
335K
$8.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3.75K- 5.56% |
$90.4K - $92.3K
|
63.7K
$1.58M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.99K- 1.78% |
$96.2K - $98.2K
|
220K
$5.45M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4.02K- 22.78% |
$96.7K - $98.8K
|
13.6K
$337K
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-4.04K- 4.47% |
$97.2K - $99.2K
|
86.3K
$2.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-4.43K- 1.17% |
$107K - $109K
|
375K
$9.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.72K- 0.82% |
$114K - $116K
|
569K
$14.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.22K- 1.03% |
$150K - $153K
|
597K
$14.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6.56K- 1.08% |
$158K - $161K
|
603K
$14.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-6.97K- 3.34% |
$168K - $171K
|
202K
$4.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.82K- 1.63% |
$188K - $192K
|
471K
$11.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.45K- 2.15% |
$228K - $232K
|
429K
$10.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-9.77K- 18.63% |
$235K - $240K
|
42.7K
$1.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-10.7K- 26.25% |
$258K - $263K
|
30.1K
$744K
|