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 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12K- 31.08% |
$289K - $295K
|
26.6K
$655K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.8K- 38.79% |
$307K - $314K
|
20.1K
$496K
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-13.1K- 2.72% |
$316K - $323K
|
469K
$11.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-13.9K- 39.36% |
$335K - $342K
|
21.4K
$528K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.8K- 2.41% |
$381K - $389K
|
640K
$15.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-17.2K- 2.91% |
$414K - $422K
|
573K
$14.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-24.7K- 7.07% |
$595K - $608K
|
325K
$8.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-26.3K- 7.31% |
$634K - $647K
|
334K
$8.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-35.3K- 9.11% |
$850K - $868K
|
352K
$8.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-40K- 15.6% |
$963K - $984K
|
216K
$5.33M
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-45.5K- 7.72% |
$1.1M - $1.12M
|
544K
$13.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-46K- 67.43% |
$1.11M - $1.13M
|
22.2K
$548K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-49.8K- 18.25% |
$1.2M - $1.23M
|
223K
$5.5M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-75.7K- 21.08% |
$1.82M - $1.86M
|
283K
$6.98M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-128K- 88.69% |
$3.08M - $3.15M
|
16.3K
$402K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-133K- 27.16% |
$3.2M - $3.27M
|
356K
$8.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-155K- 23.45% |
$3.73M - $3.81M
|
506K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-205K- 10.46% |
$4.93M - $5.04M
|
1.75M
$43.2M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-247K- 95.86% |
$5.94M - $6.07M
|
10.7K
$262K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-295K- 5.27% |
$7.11M - $7.26M
|
5.31M
$131M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-311K- 44.36% |
$7.5M - $7.65M
|
390K
$9.62M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-380K- 69.69% |
$9.16M - $9.36M
|
165K
$4.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-445K- 99.22% |
$10.7M - $11M
|
3.49K
$86K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-499K- 19.22% |
$12M - $12.3M
|
2.1M
$51.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-558K- 58.93% |
$13.4M - $13.7M
|
389K
$9.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.3M- 94.45% |
$31.3M - $32M
|
76.4K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.6M- 29.48% |
$38.5M - $39.3M
|
3.82M
$94.2M
|