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 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
15.9KNew |
$379K - $398K
|
15.9K
$392K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.6K+ 10.93% |
$373K - $391K
|
159K
$3.91M
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
15.4K+ 4.79% |
$366K - $385K
|
337K
$8.3M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
14.4K+ 9.61% |
$343K - $360K
|
164K
$4.04M
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
14KNew |
$334K - $351K
|
14K
$346K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.9K+ 20.39% |
$307K - $323K
|
76.2K
$1.88M
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
12.2K+ 264.11% |
$291K - $305K
|
16.8K
$414K
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12K+ 19.04% |
$286K - $300K
|
75.1K
$1.85M
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
11.7KNew |
$279K - $293K
|
11.7K
$289K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.7K+ 23.13% |
$279K - $293K
|
62.4K
$1.54M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.6K+ 86.68% |
$277K - $291K
|
25K
$617K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 1.38% |
$270K - $284K
|
831K
$20.5M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
10.9K+ 2.43% |
$259K - $272K
|
457K
$11.3M
|
|
Nov 14, 2022
Q3 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
9.82KNew |
$234K - $246K
|
9.82K
$242K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.63K+ 301.25% |
$229K - $241K
|
12.8K
$316K
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9.24K+ 1.47% |
$220K - $231K
|
638K
$15.7M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.94KNew |
$213K - $224K
|
8.94K
$220K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.8K+ 4.51% |
$210K - $220K
|
204K
$5.02M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.46K+ 44.67% |
$201K - $212K
|
27.4K
$675K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8.12KNew |
$193K - $203K
|
8.12K
$200K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.43K+ 11.43% |
$153K - $161K
|
62.7K
$1.54M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.21K+ 12.44% |
$148K - $155K
|
56.1K
$1.38M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.14K+ 10.0% |
$146K - $154K
|
67.6K
$1.66M
|
|
Oct 24, 2022
Q3 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.81K+ 5.89% |
$138K - $145K
|
104K
$2.57M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.76K+ 11.53% |
$113K - $119K
|
46K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.64K+ 3.47% |
$111K - $116K
|
138K
$3.41M
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.36K+ 7.93% |
$104K - $109K
|
59.4K
$1.46M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.97K+ 3.01% |
$94.6K - $99.4K
|
136K
$3.35M
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.93K+ 5.94% |
$93.7K - $98.4K
|
70.1K
$1.73M
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
3.13K+ 4.64% |
$74.6K - $78.3K
|
70.6K
$1.74M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.93K+ 6.92% |
$69.8K - $73.3K
|
45.3K
$1.12M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
2.63K+ 7.11% |
$62.7K - $65.9K
|
39.7K
$978K
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.48K+ 64.42% |
$59K - $62K
|
6.32K
$156K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.4K+ 1.32% |
$57.1K - $60K
|
184K
$4.54M
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.23K+ 0.87% |
$53.2K - $55.9K
|
260K
$6.41M
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.03K+ 6.95% |
$48.4K - $50.8K
|
31.2K
$770K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.85K+ 14.61% |
$43.9K - $46.2K
|
14.5K
$357K
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.84K+ 3.37% |
$43.9K - $46.1K
|
56.5K
$1.39M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.81KNew |
$43.2K - $45.4K
|
1.81K
$44.7K
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.69K+ 0.46% |
$40.3K - $42.3K
|
368K
$9.06M
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.3K+ 3.73% |
$31.1K - $32.6K
|
36.3K
$895K
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.3KNew |
$31K - $32.5K
|
1.3K
$32K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.01K+ 11.14% |
$24K - $25.2K
|
10K
$247K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
647New |
$15.4K - $16.2K
|
647
$15.9K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
331New |
$7.88K - $8.28K
|
331
$8.16K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
260New |
$6.19K - $6.51K
|
260
$6.41K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
107+ 1.06% |
$2.55K - $2.68K
|
10.2K
$250K
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.54% |
$238 - $250
|
1.85K
$45.6K
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2+ 0.02% |
$47.6 - $50
|
10.5K
$258K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-36- 0.37% |
$858 - $901
|
9.65K
$238K
|