Purchases and Sales Made in Q3 2022 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 2022. 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 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.37MNew |
$32.7M - $34.4M
|
1.37M
$33.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.31M+ 27.33% |
$31.1M - $32.7M
|
6.08M
$150M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
650K+ 904.41% |
$15.5M - $16.3M
|
722K
$17.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
570K+ 71.36% |
$13.6M - $14.3M
|
1.37M
$33.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
396K+ 58.95% |
$9.42M - $9.9M
|
1.07M
$26.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
345K+ 2197.87% |
$8.23M - $8.64M
|
361K
$8.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
305K+ 65.93% |
$7.26M - $7.62M
|
767K
$18.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
241K+ 114.35% |
$5.74M - $6.03M
|
452K
$11.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
231K+ 95.13% |
$5.5M - $5.78M
|
474K
$11.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
224K+ 924.66% |
$5.33M - $5.59M
|
248K
$6.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
217K+ 781.49% |
$5.18M - $5.44M
|
245K
$6.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
189K+ 106.76% |
$4.49M - $4.72M
|
365K
$9.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
181KNew |
$4.31M - $4.53M
|
181K
$4.46M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
166K+ 84.57% |
$3.95M - $4.15M
|
362K
$8.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
147K+ 56.16% |
$3.51M - $3.69M
|
410K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
140K+ 46.23% |
$3.33M - $3.5M
|
442K
$10.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
138K+ 275.65% |
$3.29M - $3.46M
|
188K
$4.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
133K+ 11.3% |
$3.16M - $3.32M
|
1.31M
$32.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
113K+ 56.91% |
$2.69M - $2.82M
|
311K
$7.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
110K+ 12.48% |
$2.63M - $2.76M
|
995K
$24.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
103KNew |
$2.46M - $2.58M
|
103K
$2.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
97.5K+ 51.65% |
$2.32M - $2.44M
|
286K
$7.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
89.6K+ 287.27% |
$2.13M - $2.24M
|
121K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Q3 Asset Management
|
BUY
|
- |
80.8KNew |
$1.93M - $2.02M
|
80.8K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
80K+ 31.58% |
$1.91M - $2M
|
334K
$8.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
78.6K+ 1215.27% |
$1.87M - $1.97M
|
85.1K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
73.7KNew |
$1.75M - $1.84M
|
73.7K
$1.82M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
64K+ 469.01% |
$1.52M - $1.6M
|
77.6K
$1.91M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
62.4KNew |
$1.49M - $1.56M
|
62.4K
$1.54M
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
60K+ 647.41% |
$1.43M - $1.5M
|
69.3K
$1.71M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
50.3K+ 230.94% |
$1.2M - $1.26M
|
72.1K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
48.1K+ 12.95% |
$1.15M - $1.2M
|
420K
$10.3M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
40.3K+ 92.16% |
$959K - $1.01M
|
84K
$2.07M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
40.3K+ 92.16% |
$959K - $1.01M
|
84K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
39.3KNew |
$936K - $984K
|
39.3K
$969K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
37K+ 28.19% |
$882K - $927K
|
168K
$4.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.1K+ 207.93% |
$860K - $904K
|
53.5K
$1.32M
|
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
34.7K+ 39.78% |
$827K - $869K
|
122K
$3.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.4K+ 11.32% |
$796K - $836K
|
328K
$8.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.4K+ 11.32% |
$796K - $836K
|
328K
$8.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
32.2K+ 7.22% |
$766K - $805K
|
477K
$11.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
31.6KNew |
$753K - $791K
|
31.6K
$779K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.7K+ 0.6% |
$636K - $668K
|
4.49M
$111M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
26.5KNew |
$631K - $663K
|
26.5K
$653K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
26K+ 12.52% |
$619K - $650K
|
234K
$5.76M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
25.1K+ 15.86% |
$598K - $628K
|
183K
$4.52M
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
22.5K+ 4.94% |
$536K - $563K
|
478K
$11.8M
|
|
|
Oct 13, 2022
Q3 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
18.8K+ 4.76% |
$448K - $470K
|
414K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
17.9K+ 131.91% |
$425K - $447K
|
31.4K
$774K
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17KNew |
$404K - $424K
|
17K
$418K
|