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 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42.3K+ 15.11% |
$1.02M - $1.04M
|
322K
$7.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
41.9K+ 23.25% |
$1.01M - $1.03M
|
222K
$5.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
41.6K+ 3.68% |
$1.01M - $1.02M
|
1.17M
$29.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.2K+ 12.55% |
$993K - $1.01M
|
369K
$9.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
40K+ 17.05% |
$965K - $983K
|
274K
$6.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
37.8K+ 36.35% |
$914K - $931K
|
142K
$3.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
36.4K+ 9.63% |
$878K - $895K
|
414K
$10.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.4K+ 70.2% |
$854K - $871K
|
85.8K
$2.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.8K+ 9.35% |
$815K - $831K
|
395K
$9.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
33.2K+ 7.02% |
$802K - $817K
|
506K
$12.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
31.6KNew |
$763K - $778K
|
31.6K
$784K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
26.3KNew |
$636K - $648K
|
26.3K
$653K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
25.4K+ 9.85% |
$614K - $626K
|
284K
$7.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.3K+ 6.48% |
$610K - $622K
|
415K
$10.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
25.2K+ 6.2% |
$609K - $621K
|
432K
$10.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
24.6K+ 3.61% |
$593K - $604K
|
705K
$17.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.4KNew |
$588K - $600K
|
24.4K
$604K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.3KNew |
$587K - $598K
|
24.3K
$603K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.2KNew |
$561K - $572K
|
23.2K
$576K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
23.1K+ 18.38% |
$557K - $567K
|
149K
$3.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
22.6K+ 8.69% |
$545K - $556K
|
282K
$7M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
22K+ 8.05% |
$531K - $542K
|
295K
$7.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
21.7KNew |
$523K - $533K
|
21.7K
$537K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
21.4K+ 76.25% |
$516K - $526K
|
49.4K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
20.7K+ 214.87% |
$500K - $510K
|
30.3K
$752K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.7K+ 18.41% |
$499K - $509K
|
133K
$3.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
20.1K+ 8.35% |
$484K - $494K
|
260K
$6.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
BUY
|
- |
19.3K+ 21.04% |
$466K - $475K
|
111K
$2.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
18.2K+ 2.86% |
$439K - $447K
|
654K
$16.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.8K+ 6.11% |
$431K - $439K
|
310K
$7.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.6K+ 2.2% |
$426K - $434K
|
820K
$20.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
17.5K+ 1.51% |
$422K - $430K
|
1.18M
$29.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
17.2KNew |
$416K - $424K
|
17.2K
$427K
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
17.2KNew |
$415K - $423K
|
17.2K
$426K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
17.1KNew |
$413K - $421K
|
17.1K
$425K
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
16.4KNew |
$395K - $403K
|
16.4K
$406K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.3K+ 9.09% |
$393K - $401K
|
195K
$4.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
16.2K+ 4.35% |
$391K - $399K
|
389K
$9.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.2K+ 26.89% |
$391K - $398K
|
76.3K
$1.89M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
16.1KNew |
$388K - $396K
|
16.1K
$399K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
16K+ 9.87% |
$387K - $395K
|
179K
$4.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
15.5K+ 3.29% |
$373K - $381K
|
486K
$12.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
14.7K+ 16.76% |
$356K - $363K
|
103K
$2.55M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
14.5K+ 21.91% |
$350K - $357K
|
80.7K
$2M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.4K+ 4.22% |
$346K - $353K
|
355K
$8.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
14.1K+ 5.12% |
$340K - $346K
|
289K
$7.16M
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
13.7K+ 8.22% |
$332K - $338K
|
181K
$4.49M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.6K+ 4.58% |
$329K - $336K
|
312K
$7.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13.4KNew |
$325K - $331K
|
13.4K
$334K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.3K+ 3.87% |
$321K - $327K
|
357K
$8.85M
|