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 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-14.1K- 2.78% |
$340K - $346K
|
492K
$12.2M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-15K- 18.97% |
$363K - $370K
|
64.2K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-16.3K- 3.29% |
$392K - $400K
|
478K
$11.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-17.5K- 36.0% |
$422K - $430K
|
31.1K
$769K
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-18.7K- 3.39% |
$451K - $460K
|
533K
$13.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-19.3K- 4.0% |
$467K - $476K
|
465K
$11.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20.7K- 7.6% |
$500K - $510K
|
252K
$6.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-22.9K- 41.71% |
$553K - $564K
|
32K
$792K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-25.9K- 31.29% |
$626K - $638K
|
56.9K
$1.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-26.6K- 61.48% |
$642K - $654K
|
16.7K
$412K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-28K- 11.15% |
$677K - $690K
|
223K
$5.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-31.1K- 43.82% |
$751K - $766K
|
39.9K
$987K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-32.5K- 37.22% |
$786K - $801K
|
54.9K
$1.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-33.6K- 5.96% |
$811K - $826K
|
530K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-36.1K- 46.14% |
$872K - $889K
|
42.2K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.1K- 3.3% |
$945K - $963K
|
1.15M
$28.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-40.6K- 35.57% |
$980K - $999K
|
73.5K
$1.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-82.2K- 66.0% |
$1.98M - $2.02M
|
42.3K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-87.3K- 3.6% |
$2.11M - $2.15M
|
2.34M
$57.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-119K- 32.2% |
$2.86M - $2.92M
|
250K
$6.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-119K- 30.86% |
$2.87M - $2.93M
|
267K
$6.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-120K- 12.85% |
$2.89M - $2.95M
|
812K
$20.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-123K- 11.95% |
$2.98M - $3.03M
|
908K
$22.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-192K- 92.01% |
$4.64M - $4.73M
|
16.7K
$413K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-216K- 35.66% |
$5.22M - $5.32M
|
390K
$9.66M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-419K- 96.81% |
$10.1M - $10.3M
|
13.8K
$342K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-481K- 81.7% |
$11.6M - $11.8M
|
108K
$2.67M
|