Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.48MNew |
$39.3M - $39.4M
|
1.48M
$36.6M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
489K+ 335.65% |
$13M - $13M
|
634K
$15.7M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
411K+ 20.59% |
$10.9M - $11M
|
2.41M
$59.5M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
288K+ 40.07% |
$7.66M - $7.7M
|
1.01M
$24.9M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
242K+ 125.19% |
$6.43M - $6.46M
|
436K
$10.8M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
220K+ 87.44% |
$5.85M - $5.88M
|
472K
$11.7M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
198K+ 527.51% |
$5.26M - $5.29M
|
236K
$5.83M
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
159K+ 137.98% |
$4.22M - $4.24M
|
274K
$6.78M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
143K+ 74.89% |
$3.79M - $3.8M
|
333K
$8.23M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
137K+ 43.79% |
$3.65M - $3.67M
|
451K
$11.2M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
132KNew |
$3.5M - $3.52M
|
132K
$3.26M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
120K+ 1217.88% |
$3.18M - $3.19M
|
129K
$3.2M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
111KNew |
$2.95M - $2.96M
|
111K
$2.75M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
108K+ 37.72% |
$2.86M - $2.88M
|
394K
$9.74M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
84.3K+ 12.16% |
$2.24M - $2.25M
|
778K
$19.2M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
73.7KNew |
$1.96M - $1.97M
|
73.7K
$1.82M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
66.5KNew |
$1.77M - $1.78M
|
66.5K
$1.65M
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
54.4K+ 56.22% |
$1.44M - $1.45M
|
151K
$3.74M
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
51.3K+ 142.7% |
$1.36M - $1.37M
|
87.3K
$2.16M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.2K+ 29.48% |
$1.28M - $1.29M
|
212K
$5.24M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48.1K+ 5.73% |
$1.28M - $1.28M
|
887K
$21.9M
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
36.9KNew |
$981K - $985K
|
36.9K
$913K
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
33.8K+ 45.85% |
$898K - $902K
|
108K
$2.66M
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
26.8K+ 4.69% |
$711K - $714K
|
597K
$14.8M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
26.5K+ 21.45% |
$703K - $706K
|
150K
$3.71M
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
20.3K+ 2.95% |
$540K - $543K
|
709K
$17.5M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.3K+ 39.05% |
$538K - $541K
|
72.2K
$1.79M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.2K+ 84.64% |
$482K - $484K
|
39.6K
$979K
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
17.3K+ 4.88% |
$461K - $463K
|
372K
$9.21M
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
16K+ 14.54% |
$424K - $426K
|
126K
$3.11M
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
14.9K+ 39.91% |
$397K - $399K
|
52.4K
$1.3M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.8KNew |
$367K - $369K
|
13.8K
$342K
|
|
Oct 14, 2021
Q3 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$334K - $335K
|
12.6K
$311K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.4K+ 9.17% |
$331K - $332K
|
148K
$3.66M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.9KNew |
$316K - $318K
|
11.9K
$295K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
11.3KNew |
$300K - $301K
|
11.3K
$279K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
9.22K+ 34.45% |
$245K - $246K
|
36K
$890K
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
8.82KNew |
$234K - $235K
|
8.82K
$218K
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.34K+ 103.5% |
$221K - $222K
|
16.4K
$405K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.87K+ 49.5% |
$209K - $210K
|
23.8K
$588K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.83K+ 5.2% |
$208K - $209K
|
158K
$3.92M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
7.29K+ 1.76% |
$194K - $194K
|
421K
$10.4M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.99KNew |
$186K - $186K
|
6.99K
$173K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.97K+ 19.9% |
$185K - $186K
|
42K
$1.04M
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.34K+ 3.77% |
$168K - $169K
|
175K
$4.32M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6.23K+ 65.51% |
$165K - $166K
|
15.7K
$389K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.17K+ 4.77% |
$137K - $138K
|
114K
$2.81M
|
|
Oct 08, 2021
Q3 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
4.65K+ 1.98% |
$124K - $124K
|
239K
$5.92M
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
3.75K+ 14.03% |
$99.6K - $100K
|
30.5K
$754K
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.44K+ 3.96% |
$91.4K - $91.9K
|
90.4K
$2.24M
|