Purchases and Sales Made in Q3 2023 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 2023. 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 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
669KNew |
$16M - $16.3M
|
669K
$16.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
435KNew |
$10.4M - $10.6M
|
435K
$10.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
396KNew |
$9.46M - $9.65M
|
396K
$9.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
361K+ 6.79% |
$8.62M - $8.8M
|
5.67M
$139M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
351K+ 23.04% |
$8.39M - $8.57M
|
1.88M
$46.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
323KNew |
$7.72M - $7.88M
|
323K
$7.95M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
280KNew |
$6.69M - $6.83M
|
280K
$6.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
225KNew |
$5.37M - $5.48M
|
225K
$5.53M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
218K+ 171.42% |
$5.22M - $5.32M
|
346K
$8.5M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
209K+ 561.31% |
$5M - $5.11M
|
247K
$6.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
204K+ 101.13% |
$4.88M - $4.98M
|
406K
$9.99M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
188KNew |
$4.5M - $4.59M
|
188K
$4.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
188K+ 1153.18% |
$4.49M - $4.59M
|
204K
$5.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
187K+ 21.89% |
$4.47M - $4.56M
|
1.04M
$25.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
159K+ 38.14% |
$3.79M - $3.87M
|
574K
$14.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
156K+ 33.29% |
$3.73M - $3.81M
|
625K
$15.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
153K+ 41.66% |
$3.66M - $3.74M
|
521K
$12.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
133KNew |
$3.18M - $3.24M
|
133K
$3.27M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
129KNew |
$3.08M - $3.14M
|
129K
$3.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
127KNew |
$3.03M - $3.09M
|
127K
$3.12M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
114K+ 56.42% |
$2.73M - $2.78M
|
316K
$7.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
92.9K+ 23.79% |
$2.22M - $2.27M
|
483K
$11.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
87.4K+ 24.54% |
$2.09M - $2.13M
|
444K
$10.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
86.6K+ 4.34% |
$2.07M - $2.11M
|
2.08M
$51.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
85.7KNew |
$2.05M - $2.09M
|
85.7K
$2.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
84.9K+ 43.72% |
$2.03M - $2.07M
|
279K
$6.86M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
82.2K+ 21.15% |
$1.96M - $2.01M
|
471K
$11.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
78.3K+ 7.53% |
$1.87M - $1.91M
|
1.12M
$27.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
76.2K+ 13.4% |
$1.82M - $1.86M
|
645K
$15.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
71.5K+ 7.11% |
$1.71M - $1.74M
|
1.08M
$26.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
67.7K+ 9.32% |
$1.62M - $1.65M
|
794K
$19.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
66.4K+ 11.12% |
$1.59M - $1.62M
|
664K
$16.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
65.3K+ 233.27% |
$1.56M - $1.59M
|
93.3K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
63.6K+ 45.91% |
$1.52M - $1.55M
|
202K
$4.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
59.4K+ 30.22% |
$1.42M - $1.45M
|
256K
$6.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
59.4K+ 30.22% |
$1.42M - $1.45M
|
256K
$6.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
56.5K+ 26.13% |
$1.35M - $1.38M
|
273K
$6.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.6K+ 121.78% |
$1.21M - $1.23M
|
92.2K
$2.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
43.5KNew |
$1.04M - $1.06M
|
43.5K
$1.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
42.6K+ 4.23% |
$1.02M - $1.04M
|
1.05M
$25.8M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
42.5K+ 179.34% |
$1.02M - $1.04M
|
66.2K
$1.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
40.7K+ 18.05% |
$973K - $993K
|
266K
$6.55M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
40.6KNew |
$971K - $991K
|
40.6K
$999K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
40K+ 82.86% |
$957K - $977K
|
88.4K
$2.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
37.3KNew |
$891K - $909K
|
37.3K
$917K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
34.1K+ 125.92% |
$815K - $832K
|
61.2K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
31.4K+ 254.26% |
$750K - $766K
|
43.7K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31.1K+ 61.37% |
$744K - $760K
|
81.9K
$2.01M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
29.7K+ 98.82% |
$710K - $724K
|
59.8K
$1.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.4K+ 53.08% |
$703K - $718K
|
84.9K
$2.09M
|