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 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
29.2K+ 8.65% |
$698K - $713K
|
367K
$9.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28.5K+ 15.53% |
$681K - $695K
|
212K
$5.21M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
27.4K+ 10.98% |
$654K - $668K
|
277K
$6.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
24K+ 265.17% |
$575K - $586K
|
33.1K
$815K
|
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
22.3KNew |
$533K - $544K
|
22.3K
$548K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22.1KNew |
$528K - $539K
|
22.1K
$544K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.9K+ 43.87% |
$523K - $534K
|
71.8K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20K+ 9.25% |
$478K - $488K
|
236K
$5.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.6K+ 8.76% |
$468K - $477K
|
243K
$5.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
18.7KNew |
$446K - $455K
|
18.7K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
16KNew |
$382K - $390K
|
16K
$394K
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
15.9K+ 7.77% |
$380K - $388K
|
221K
$5.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
15.9K+ 7.77% |
$380K - $388K
|
221K
$5.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
15.8K+ 88.68% |
$379K - $386K
|
33.7K
$829K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.7K+ 11.62% |
$375K - $383K
|
151K
$3.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.2K+ 3.77% |
$363K - $370K
|
418K
$10.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
14.9K+ 2.47% |
$356K - $364K
|
618K
$15.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.6K+ 2.99% |
$325K - $332K
|
469K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.3K+ 11.57% |
$318K - $325K
|
128K
$3.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.2K+ 2.17% |
$316K - $323K
|
625K
$15.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
12.9K+ 56.68% |
$309K - $315K
|
35.7K
$878K
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
12.6K+ 2.56% |
$301K - $307K
|
504K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.5KNew |
$275K - $280K
|
11.5K
$283K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.5KNew |
$275K - $280K
|
11.5K
$283K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11.3K+ 5.14% |
$270K - $275K
|
231K
$5.68M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
10.8K+ 20.46% |
$258K - $264K
|
63.7K
$1.57M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.5K+ 15.8% |
$250K - $255K
|
76.7K
$1.89M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10K+ 2.17% |
$239K - $244K
|
472K
$11.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9.74K+ 8.91% |
$233K - $237K
|
119K
$2.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.64K+ 36.24% |
$230K - $235K
|
36.2K
$891K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.22KNew |
$220K - $225K
|
9.22K
$227K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
9.08K+ 11.65% |
$217K - $221K
|
87K
$2.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
9.06KNew |
$217K - $221K
|
9.06K
$223K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
9.05K+ 9.52% |
$216K - $221K
|
104K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.4K+ 2.78% |
$201K - $205K
|
311K
$7.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.14K+ 16.63% |
$195K - $199K
|
57.1K
$1.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.77K+ 2.33% |
$186K - $189K
|
341K
$8.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.64K+ 2.35% |
$183K - $186K
|
333K
$8.19M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.41K+ 1.7% |
$177K - $181K
|
444K
$10.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.27K+ 14.61% |
$174K - $177K
|
57K
$1.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
6.63K+ 6.69% |
$158K - $162K
|
106K
$2.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
6.29K+ 20.85% |
$150K - $153K
|
36.4K
$896K
|
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.91K+ 4.28% |
$141K - $144K
|
144K
$3.54M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.8K+ 10.36% |
$139K - $141K
|
61.8K
$1.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.27K+ 6.89% |
$126K - $128K
|
81.7K
$2.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.97KNew |
$119K - $121K
|
4.97K
$122K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.67K+ 1.27% |
$112K - $114K
|
373K
$9.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
4.24K+ 5.62% |
$101K - $104K
|
79.8K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.1K+ 1.16% |
$97.9K - $99.9K
|
356K
$8.77M
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.82K+ 2.36% |
$91.3K - $93.2K
|
165K
$4.07M
|