Purchases and Sales Made in Q2 2024 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 2024. 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 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.42M+ 243.62% |
$34.3M - $35M
|
2.01M
$49.6M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.1M+ 15.67% |
$26.5M - $27M
|
8.11M
$201M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
979KNew |
$23.6M - $24.1M
|
979K
$24.2M
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
874KNew |
$21.1M - $21.5M
|
874K
$21.6M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
791K+ 607.93% |
$19.1M - $19.5M
|
921K
$22.8M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
589K+ 288.22% |
$14.2M - $14.5M
|
793K
$19.6M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
564K+ 7.73% |
$13.6M - $13.9M
|
7.87M
$195M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
543KNew |
$13.1M - $13.4M
|
543K
$13.4M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
511K+ 80.86% |
$12.3M - $12.6M
|
1.14M
$28.3M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
447K+ 292.42% |
$10.8M - $11M
|
600K
$14.8M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
424K+ 7.46% |
$10.2M - $10.4M
|
6.1M
$151M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
424K+ 7.46% |
$10.2M - $10.4M
|
6.1M
$151M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
395K+ 63.8% |
$9.54M - $9.72M
|
1.01M
$25.1M
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
349KNew |
$8.42M - $8.58M
|
349K
$8.62M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
315K+ 2207.18% |
$7.61M - $7.76M
|
330K
$8.15M
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
282K+ 1481.09% |
$6.8M - $6.93M
|
301K
$7.43M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
263K+ 7.94% |
$6.35M - $6.47M
|
3.57M
$88.4M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
256KNew |
$6.18M - $6.3M
|
256K
$6.33M
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
215KNew |
$5.2M - $5.3M
|
215K
$5.33M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
195K+ 25.99% |
$4.71M - $4.8M
|
945K
$23.4M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
185K+ 52.7% |
$4.46M - $4.54M
|
535K
$13.2M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
178K+ 6.61% |
$4.29M - $4.38M
|
2.87M
$71M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
162K+ 25.09% |
$3.9M - $3.98M
|
806K
$19.9M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
148K+ 32.55% |
$3.58M - $3.65M
|
603K
$14.9M
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
127K+ 12.4% |
$3.06M - $3.12M
|
1.15M
$28.4M
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
123K+ 57.77% |
$2.97M - $3.02M
|
336K
$8.3M
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
122KNew |
$2.94M - $3M
|
122K
$3.02M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
116KNew |
$2.8M - $2.86M
|
116K
$2.87M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
115K+ 10.1% |
$2.78M - $2.84M
|
1.26M
$31.1M
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
111KNew |
$2.68M - $2.73M
|
111K
$2.74M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
97.7K+ 4.71% |
$2.36M - $2.4M
|
2.17M
$53.7M
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
93.6KNew |
$2.26M - $2.3M
|
93.6K
$2.32M
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
92K+ 15.38% |
$2.22M - $2.26M
|
690K
$17.1M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
88.9KNew |
$2.15M - $2.19M
|
88.9K
$2.2M
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
87.9K+ 309.86% |
$2.12M - $2.16M
|
116K
$2.88M
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
86.4K+ 119.48% |
$2.08M - $2.13M
|
159K
$3.92M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
78.5KNew |
$1.89M - $1.93M
|
78.5K
$1.94M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
75.1K+ 548.68% |
$1.81M - $1.85M
|
88.7K
$2.2M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
72.9K+ 5.71% |
$1.76M - $1.79M
|
1.35M
$33.4M
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
66KNew |
$1.59M - $1.62M
|
66K
$1.63M
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
59.5K+ 7.85% |
$1.44M - $1.46M
|
817K
$20.2M
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
59.4K+ 9.31% |
$1.43M - $1.46M
|
698K
$17.3M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
55.5K+ 44.28% |
$1.34M - $1.37M
|
181K
$4.47M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
51.7K+ 17.71% |
$1.25M - $1.27M
|
344K
$8.5M
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
50.7K+ 34.33% |
$1.22M - $1.25M
|
198K
$4.9M
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
50K+ 10.58% |
$1.21M - $1.23M
|
522K
$12.9M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.6K+ 11.41% |
$1.12M - $1.15M
|
455K
$11.2M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45K+ 3.05% |
$1.09M - $1.11M
|
1.52M
$37.6M
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
43.8K+ 346.38% |
$1.06M - $1.08M
|
56.5K
$1.4M
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
42.7K+ 5.04% |
$1.03M - $1.05M
|
890K
$22M
|