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 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-36- 0.28% |
$858 - $901
|
12.7K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-41- 12.02% |
$977 - $1.03K
|
300
$7.39K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-47- 0.43% |
$1.12K - $1.18K
|
11K
$270K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-168- 0.86% |
$4K - $4.2K
|
19.3K
$475K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-170- 0.3% |
$4.05K - $4.25K
|
57.1K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-204- 0.94% |
$4.86K - $5.1K
|
21.5K
$529K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-430- 0.24% |
$10.2K - $10.8K
|
175K
$4.32M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-591- 1.04% |
$14.1K - $14.8K
|
56.5K
$1.39M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-894- 0.87% |
$21.3K - $22.4K
|
101K
$2.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.13K- 2.4% |
$27K - $28.3K
|
46K
$1.13M
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 3.3% |
$28.6K - $30K
|
35.2K
$866K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.28K- 52.56% |
$30.6K - $32.1K
|
1.16K
$28.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.37K- 1.36% |
$32.7K - $34.3K
|
99.3K
$2.45M
|
|
|
Oct 20, 2022
Q3 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.45K- 1.28% |
$34.6K - $36.3K
|
112K
$2.77M
|
|
|
Oct 25, 2022
Q3 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.51K- 9.33% |
$35.8K - $37.7K
|
14.6K
$360K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.04K- 7.89% |
$48.6K - $51K
|
23.8K
$587K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.13K- 13.08% |
$50.7K - $53.2K
|
14.1K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.24K- 3.17% |
$53.4K - $56K
|
68.5K
$1.69M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.95K- 11.82% |
$70.1K - $73.7K
|
22K
$541K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3.08K- 7.52% |
$73.3K - $77K
|
37.8K
$932K
|
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-3.22K- 19.14% |
$76.8K - $80.7K
|
13.6K
$336K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-3.48K- 12.07% |
$82.9K - $87.1K
|
25.4K
$625K
|
|
|
Nov 14, 2022
Q3 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.79K- 3.01% |
$90.2K - $94.8K
|
122K
$3.01M
|
|
|
Nov 04, 2022
Q3 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-4.43K- 1.32% |
$105K - $111K
|
330K
$8.13M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.66K- 4.73% |
$111K - $117K
|
93.9K
$2.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.67K- 3.91% |
$135K - $142K
|
139K
$3.43M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.42K- 28.96% |
$153K - $161K
|
15.8K
$388K
|
|
|
Oct 12, 2022
Q3 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-6.52K- 24.88% |
$155K - $163K
|
19.7K
$485K
|
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-6.77K- 1.65% |
$161K - $169K
|
403K
$9.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-8.96K- 24.68% |
$213K - $224K
|
27.4K
$674K
|
|
|
Nov 01, 2022
Q3 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-10.2K- 8.97% |
$244K - $256K
|
104K
$2.56M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-11.8K- 49.7% |
$281K - $295K
|
11.9K
$294K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-11.9K- 34.34% |
$284K - $298K
|
22.8K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.3K- 35.45% |
$318K - $334K
|
24.3K
$598K
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-14.6K- 3.34% |
$347K - $365K
|
421K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-17.1K- 31.03% |
$407K - $427K
|
37.9K
$934K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-17.3K- 10.55% |
$412K - $432K
|
146K
$3.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-20.2K- 22.09% |
$481K - $505K
|
71.2K
$1.75M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.1K- 7.39% |
$502K - $528K
|
264K
$6.51M
|
|
|
Oct 18, 2022
Q3 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-21.3K- 25.29% |
$508K - $534K
|
63K
$1.55M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-30.2K- 40.77% |
$718K - $754K
|
43.8K
$1.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-32.2K- 95.47% |
$766K - $805K
|
1.53K
$37.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-38.5K- 52.75% |
$918K - $964K
|
34.5K
$850K
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-43.8K- 25.15% |
$1.04M - $1.1M
|
131K
$3.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-47.7K- 6.7% |
$1.14M - $1.19M
|
665K
$16.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-59.1K- 9.0% |
$1.41M - $1.48M
|
597K
$14.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-64.1K- 9.05% |
$1.53M - $1.6M
|
644K
$15.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-76.4K- 99.98% |
$1.82M - $1.91M
|
16
$394
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-78.9K- 18.49% |
$1.88M - $1.97M
|
348K
$8.58M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-99.4K- 14.25% |
$2.37M - $2.49M
|
598K
$14.7M
|