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 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.95K- 10.97% |
$46.6K - $47.5K
|
15.8K
$389K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-2.17K- 16.09% |
$51.9K - $53K
|
11.3K
$279K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.21K- 17.3% |
$52.8K - $53.9K
|
10.6K
$260K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-2.31K- 4.46% |
$55.3K - $56.4K
|
49.5K
$1.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-2.62K- 0.7% |
$62.6K - $63.9K
|
372K
$9.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.65K- 75.8% |
$63.3K - $64.6K
|
845
$20.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.95K- 1.34% |
$70.6K - $72K
|
217K
$5.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.56K- 8.27% |
$85.2K - $86.9K
|
39.5K
$972K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.91K- 4.63% |
$117K - $120K
|
101K
$2.49M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-5.16K- 8.45% |
$123K - $126K
|
55.9K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-5.52K- 5.04% |
$132K - $135K
|
104K
$2.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.27K- 6.68% |
$150K - $153K
|
87.6K
$2.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-6.27K- 6.67% |
$150K - $153K
|
87.7K
$2.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-6.61K- 30.83% |
$158K - $161K
|
14.8K
$365K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7K- 10.16% |
$167K - $171K
|
61.9K
$1.52M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-10.6K- 3.48% |
$254K - $259K
|
295K
$7.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-12.5K- 51.01% |
$300K - $306K
|
12.1K
$296K
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-14.3K- 33.41% |
$341K - $348K
|
28.4K
$699K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-19.1K- 86.04% |
$457K - $467K
|
3.11K
$76.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.9K- 9.33% |
$500K - $511K
|
204K
$5.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-25.5K- 4.45% |
$610K - $623K
|
547K
$13.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
SELL
|
- |
-28.2K- 45.8% |
$675K - $688K
|
33.4K
$822K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-36.5K- 51.76% |
$873K - $891K
|
34K
$838K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-42.5K- 76.39% |
$1.02M - $1.04M
|
13.1K
$323K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-46.2K- 7.22% |
$1.1M - $1.13M
|
594K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-63K- 95.23% |
$1.5M - $1.54M
|
3.15K
$77.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-64.1K- 94.92% |
$1.53M - $1.56M
|
3.44K
$84.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-101K- 30.11% |
$2.41M - $2.46M
|
234K
$5.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-151K- 64.14% |
$3.62M - $3.69M
|
84.6K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-154K- 32.65% |
$3.68M - $3.75M
|
317K
$7.81M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-157K- 94.7% |
$3.74M - $3.82M
|
8.78K
$216K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-159K- 4.15% |
$3.79M - $3.87M
|
3.67M
$90.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-182K- 35.94% |
$4.35M - $4.44M
|
324K
$7.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-184K- 9.95% |
$4.4M - $4.49M
|
1.66M
$41M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-191K- 13.08% |
$4.57M - $4.66M
|
1.27M
$31.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-403K- 30.24% |
$9.64M - $9.84M
|
931K
$22.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.76M- 83.92% |
$42M - $42.9M
|
337K
$8.29M
|