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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
3.53K+ 1.25% |
$84.4K - $86.1K
|
287K
$7.09M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.25K+ 23.87% |
$77.7K - $79.2K
|
16.9K
$416K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.1K+ 10.48% |
$74.1K - $75.6K
|
32.7K
$807K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3KNew |
$71.7K - $73.2K
|
3K
$74.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
2.42K+ 3.74% |
$57.9K - $59.1K
|
67.3K
$1.66M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.2K+ 0.81% |
$52.7K - $53.7K
|
274K
$6.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.16K+ 0.36% |
$51.7K - $52.8K
|
605K
$14.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.15K+ 3.37% |
$51.3K - $52.4K
|
65.9K
$1.63M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.12K+ 8.65% |
$50.7K - $51.8K
|
26.7K
$658K
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
1.88K+ 1.3% |
$44.8K - $45.8K
|
146K
$3.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.86K+ 1.26% |
$44.4K - $45.3K
|
149K
$3.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.44K+ 13.49% |
$34.3K - $35K
|
12.1K
$299K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.43K+ 0.74% |
$34.1K - $34.8K
|
195K
$4.82M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.4K+ 4.87% |
$33.5K - $34.1K
|
30.2K
$745K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.39K+ 0.53% |
$33.1K - $33.8K
|
263K
$6.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.33K+ 9.34% |
$31.8K - $32.5K
|
15.6K
$385K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.3KNew |
$31.1K - $31.7K
|
1.3K
$32.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.05KNew |
$25.1K - $25.6K
|
1.05K
$25.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
805+ 101.39% |
$19.2K - $19.6K
|
1.6K
$39.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
800+ 10.45% |
$19.1K - $19.5K
|
8.45K
$209K
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
797+ 0.86% |
$19K - $19.4K
|
93.2K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
748+ 28.76% |
$17.9K - $18.2K
|
3.35K
$82.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
735+ 7.94% |
$17.6K - $17.9K
|
9.99K
$247K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
410+ 0.34% |
$9.8K - $10K
|
120K
$2.97M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
391+ 2.94% |
$9.34K - $9.54K
|
13.7K
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
321+ 142.04% |
$7.67K - $7.83K
|
547
$13.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
271+ 3.08% |
$6.48K - $6.61K
|
9.07K
$224K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
238+ 1.31% |
$5.69K - $5.8K
|
18.5K
$456K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
206New |
$4.92K - $5.02K
|
206
$5.09K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
115+ 1.32% |
$2.75K - $2.8K
|
8.82K
$218K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
111New |
$2.65K - $2.71K
|
111
$2.74K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
100New |
$2.39K - $2.44K
|
100
$2.47K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
48+ 0.38% |
$1.15K - $1.17K
|
12.5K
$310K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3+ 0.04% |
$71.7 - $73.2
|
8.46K
$209K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-51- 0.11% |
$1.22K - $1.24K
|
47.8K
$1.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100Closed |
$2.39K - $2.44K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-157- 0.52% |
$3.75K - $3.83K
|
30.1K
$744K
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-162- 1.81% |
$3.87K - $3.95K
|
8.79K
$217K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-217- 18.95% |
$5.19K - $5.29K
|
928
$22.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-250- 0.8% |
$5.98K - $6.1K
|
31K
$767K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-328- 1.78% |
$7.84K - $8K
|
18.1K
$447K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-689- 1.24% |
$16.5K - $16.8K
|
54.9K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-955- 4.59% |
$22.8K - $23.3K
|
19.9K
$491K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-992- 9.69% |
$23.7K - $24.2K
|
9.25K
$228K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.01K- 7.81% |
$24.1K - $24.6K
|
11.9K
$295K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.02K- 0.24% |
$24.4K - $24.9K
|
428K
$10.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.19K- 7.02% |
$28.4K - $29K
|
15.8K
$389K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.6K- 10.39% |
$38.3K - $39.1K
|
13.8K
$341K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.88K- 3.86% |
$44.8K - $45.7K
|
46.7K
$1.15M
|