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 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
503+ 4.6% |
$12.1K - $12.4K
|
11.4K
$283K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
500New |
$12.1K - $12.3K
|
500
$12.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
487+ 0.6% |
$11.8K - $12K
|
81.5K
$2.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
475New |
$11.5K - $11.7K
|
475
$11.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
441+ 13.75% |
$10.6K - $10.9K
|
3.65K
$90.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
361+ 1.47% |
$8.71K - $8.88K
|
25K
$618K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
319+ 0.26% |
$7.7K - $7.85K
|
125K
$3.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
298+ 3.51% |
$7.19K - $7.33K
|
8.78K
$217K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
280+ 1.96% |
$6.76K - $6.89K
|
14.6K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
278+ 2.25% |
$6.71K - $6.84K
|
12.6K
$312K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
237New |
$5.72K - $5.83K
|
237
$5.86K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
200New |
$4.83K - $4.92K
|
200
$4.95K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
195+ 88.24% |
$4.71K - $4.8K
|
416
$10.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
136+ 0.29% |
$3.28K - $3.35K
|
47.5K
$1.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
84+ 0.74% |
$2.03K - $2.07K
|
11.5K
$284K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
78+ 0.09% |
$1.88K - $1.92K
|
88.9K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
45+ 0.05% |
$1.09K - $1.11K
|
97.7K
$2.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
33+ 0.11% |
$797 - $812
|
29.2K
$722K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
21+ 28.0% |
$507 - $517
|
96
$2.38K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
21+ 0.01% |
$507 - $517
|
298K
$7.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6- 0.03% |
$145 - $148
|
23.8K
$590K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-87- 1.0% |
$2.1K - $2.14K
|
8.62K
$213K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-102- 50.75% |
$2.46K - $2.51K
|
99
$2.45K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-154- 1.24% |
$3.72K - $3.79K
|
12.2K
$303K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-222- 0.37% |
$5.36K - $5.46K
|
59.3K
$1.47M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-242- 1.7% |
$5.84K - $5.96K
|
14K
$346K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-447- 0.84% |
$10.8K - $11K
|
52.7K
$1.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-453- 0.5% |
$10.9K - $11.1K
|
90K
$2.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-511- 9.26% |
$12.3K - $12.6K
|
5.01K
$124K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-563- 4.3% |
$13.6K - $13.9K
|
12.5K
$310K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-690- 59.02% |
$16.7K - $17K
|
479
$11.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-837- 6.32% |
$20.2K - $20.6K
|
12.4K
$307K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-853- 3.87% |
$20.6K - $21K
|
21.2K
$524K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-863- 25.66% |
$20.8K - $21.2K
|
2.5K
$61.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.03K- 5.39% |
$24.9K - $25.4K
|
18.1K
$448K
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
SELL
|
- |
-1.41K- 4.62% |
$34K - $34.7K
|
29.1K
$720K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.57K- 8.03% |
$38K - $38.7K
|
18K
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.67K- 18.86% |
$40.3K - $41K
|
7.18K
$178K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.78K- 1.03% |
$67.1K - $68.4K
|
266K
$6.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.03K- 1.49% |
$97.4K - $99.3K
|
267K
$6.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-5.26K- 20.86% |
$127K - $129K
|
19.9K
$493K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-5.26K- 15.47% |
$127K - $129K
|
28.7K
$711K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.35K- 12.04% |
$153K - $156K
|
46.4K
$1.15M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-7.15K- 10.14% |
$173K - $176K
|
63.4K
$1.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.62K- 4.49% |
$184K - $188K
|
162K
$4.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-10.6K- 26.24% |
$255K - $260K
|
29.7K
$736K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-12.1K- 5.85% |
$293K - $299K
|
195K
$4.83M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-12.6K- 3.64% |
$303K - $309K
|
333K
$8.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-12.7K- 37.15% |
$306K - $312K
|
21.4K
$530K
|