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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.2KNew |
$318K - $324K
|
13.2K
$325K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
12.8KNew |
$308K - $314K
|
12.8K
$316K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12.4K+ 4.88% |
$299K - $305K
|
266K
$6.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
12.3K+ 18.25% |
$298K - $304K
|
80K
$1.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.1K+ 9.66% |
$292K - $298K
|
137K
$3.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.8K+ 126.55% |
$286K - $291K
|
21.2K
$524K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
11.3K+ 5.11% |
$273K - $279K
|
233K
$5.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.3KNew |
$272K - $278K
|
11.3K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.6K+ 33.05% |
$256K - $261K
|
42.7K
$1.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 60.93% |
$255K - $260K
|
27.9K
$690K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
10.4KNew |
$251K - $256K
|
10.4K
$257K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10.3K+ 7430.43% |
$248K - $252K
|
10.4K
$257K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.8KNew |
$237K - $241K
|
9.8K
$243K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.68K+ 4.67% |
$210K - $214K
|
195K
$4.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.4KNew |
$203K - $207K
|
8.4K
$208K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.57K+ 41.36% |
$183K - $186K
|
25.9K
$640K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
5.95K+ 5.19% |
$144K - $146K
|
121K
$2.98M
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
5.76K+ 3.09% |
$139K - $142K
|
192K
$4.75M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.77K+ 7.0% |
$115K - $117K
|
73K
$1.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.56K+ 3.98% |
$110K - $112K
|
119K
$2.94M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.14KNew |
$100K - $102K
|
4.14K
$102K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.09K+ 4.14% |
$98.6K - $101K
|
103K
$2.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.68K+ 1.69% |
$88.9K - $90.6K
|
221K
$5.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.26K+ 5.79% |
$78.7K - $80.2K
|
59.5K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.15K+ 36.12% |
$75.9K - $77.4K
|
11.9K
$293K
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
3.06K+ 5.26% |
$73.7K - $75.2K
|
61.1K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.81KNew |
$67.8K - $69.1K
|
2.81K
$69.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.74K+ 54.15% |
$66.2K - $67.5K
|
7.81K
$193K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.61K+ 12.38% |
$63.1K - $64.3K
|
23.7K
$587K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
2.6K+ 1.12% |
$62.7K - $63.9K
|
234K
$5.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.25K+ 5.33% |
$54.4K - $55.4K
|
44.5K
$1.1M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.21KNew |
$53.4K - $54.5K
|
2.21K
$54.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.09K+ 14.75% |
$50.5K - $51.5K
|
16.3K
$403K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.97K+ 4.21% |
$47.6K - $48.6K
|
48.8K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.85K+ 11.09% |
$44.5K - $45.4K
|
18.5K
$457K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.61K+ 9.69% |
$38.9K - $39.7K
|
18.3K
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.51K+ 151.65% |
$36.5K - $37.2K
|
2.51K
$62.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
1.4K+ 1.87% |
$33.8K - $34.4K
|
76.1K
$1.88M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.39K+ 1.7% |
$33.4K - $34.1K
|
82.7K
$2.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.34KNew |
$32.3K - $32.9K
|
1.34K
$33.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.23K+ 2.37% |
$29.7K - $30.3K
|
53.1K
$1.31M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.13K+ 11.26% |
$27.2K - $27.7K
|
11.1K
$275K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 0.88% |
$26.3K - $26.8K
|
124K
$3.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
993+ 7.16% |
$24K - $24.4K
|
14.9K
$368K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
911+ 0.83% |
$22K - $22.4K
|
111K
$2.75M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
864+ 7.42% |
$20.9K - $21.3K
|
12.5K
$309K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
751+ 0.25% |
$18.1K - $18.5K
|
297K
$7.36M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
745+ 1.91% |
$18K - $18.3K
|
39.8K
$984K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
730New |
$17.6K - $18K
|
730
$18.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
653+ 0.31% |
$15.8K - $16.1K
|
213K
$5.27M
|