Purchases and Sales Made in Q3 2024 in First Tr ETF Viii Tcw Unconstr (UCON)

UCON Quotes by TradingView

This table provides information about the institutional ownership of First Tr ETF Viii Tcw Unconstr (UCON) during Q3 2024. 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, 2024 Q3 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
42.3K
New
$1.03M - $1.07M
42.3K $1.04M
Nov 01, 2024 Q3 2024
Beckerman Institutional, LLC

Ocean Grove, NJ
BUY
 -
40.9K
New
$997K - $1.03M
40.9K $1.01M
Oct 28, 2024 Q3 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
40.6K
+ 4.01%
$991K - $1.03M
1.05M $26M
Nov 01, 2024 Q3 2024
Assetmark, Inc

BUY
 -
38.7K
+ 91.8%
$945K - $979K
80.9K $1.99M
Oct 23, 2024 Q3 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
37.9K
+ 431.24%
$924K - $958K
46.7K $1.15M
Oct 07, 2024 Q3 2024
Dynamic Advisor Solutions LLC

BUY
 -
35.3K
+ 4.38%
$862K - $893K
841K $20.7M
Nov 01, 2024 Q3 2024
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
34.8K
+ 13.36%
$849K - $880K
295K $7.26M
Nov 13, 2024 Q3 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
34.8K
+ 29.96%
$849K - $880K
151K $3.71M
Nov 13, 2024 Q3 2024
Gts Securities LLC

New York, NY
BUY
 -
34.1K
New
$830K - $861K
34.1K $838K
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
31.3K
+ 9.73%
$764K - $792K
353K $8.69M
Oct 29, 2024 Q3 2024
Gps Wealth Strategies Group, LLC

BUY
 -
30.4K
+ 6083.0%
$742K - $769K
30.9K $761K
Oct 15, 2024 Q3 2024
Pfg Advisors

BUY
 -
30.3K
+ 16.76%
$739K - $766K
211K $5.19M
Nov 14, 2024 Q3 2024
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
29.9K
New
$728K - $755K
29.9K $735K
Nov 12, 2024 Q3 2024
Fagan Associates, Inc.

BUY
 -
29.3K
+ 25.23%
$716K - $742K
146K $3.58M
Oct 22, 2024 Q3 2024
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
29.3K
+ 4.19%
$714K - $740K
727K $17.9M
Oct 28, 2024 Q3 2024
Chicago Partners Investment Group LLC

BUY
 -
27.9K
+ 7.86%
$680K - $704K
382K $9.41M
Nov 01, 2024 Q3 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
24.7K
+ 101.42%
$602K - $624K
49K $1.2M
Nov 07, 2024 Q3 2024
Prospera Financial Services Inc

BUY
 -
24.2K
+ 8.06%
$591K - $612K
325K $7.99M
Nov 14, 2024 Q3 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
24.1K
+ 7.31%
$587K - $609K
354K $8.7M
Oct 21, 2024 Q3 2024
Total Clarity Wealth Management, Inc.

BUY
 -
23.9K
+ 8.99%
$583K - $604K
290K $7.13M
Oct 01, 2024 Q3 2024
Park National Corp

BUY
 -
22.9K
+ 3.32%
$559K - $579K
713K $17.5M
Nov 13, 2024 Q3 2024
Csenge Advisory Group

BUY
 -
22.1K
+ 1.88%
$539K - $558K
1.19M $29.4M
Oct 24, 2024 Q3 2024
Financial Futures LTD Liability Co.

BUY
 -
21.3K
+ 5.13%
$519K - $537K
435K $10.7M
Nov 14, 2024 Q3 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
21K
+ 122.78%
$513K - $531K
38.1K $938K
Oct 21, 2024 Q3 2024
Vicus Capital

State College, PA
BUY
 -
18.4K
+ 6.17%
$448K - $464K
316K $7.77M
Oct 24, 2024 Q3 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
18.3K
New
$446K - $462K
18.3K $450K
Nov 14, 2024 Q3 2024
Steward Partners Investment Advisory, LLC

BUY
 -
17.9K
+ 5.03%
$437K - $453K
375K $9.22M
Nov 13, 2024 Q3 2024
Mariner, LLC

Overland Park, KS
BUY
 -
17.8K
+ 4.29%
$434K - $450K
433K $10.7M
Nov 13, 2024 Q3 2024
Townsquare Capital LLC

BUY
 -
17.8K
New
$434K - $449K
17.8K $437K
Oct 15, 2024 Q3 2024
Epiq Partners, LLC

BUY
 -
17.6K
New
$430K - $446K
17.6K $434K
Oct 31, 2024 Q3 2024
Philip James Wealth Mangement, LLC

Milton, GA
BUY
 -
17.5K
+ 3.6%
$426K - $442K
503K $12.4M
Oct 07, 2024 Q3 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
16.7K
+ 6.26%
$407K - $422K
283K $6.96M
Oct 03, 2024 Q3 2024
Private Client Services, LLC

Louisville, KY
BUY
 -
16.7K
+ 37.45%
$406K - $421K
61.1K $1.5M
Nov 05, 2024 Q3 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
16.5K
+ 10.2%
$403K - $418K
179K $4.39M
Oct 31, 2024 Q3 2024
Navalign, LLC

BUY
 -
15.7K
+ 3.09%
$382K - $396K
522K $12.8M
Nov 14, 2024 Q3 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
14.9K
New
$364K - $377K
14.9K $367K
Oct 28, 2024 Q3 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
14.7K
+ 60.21%
$358K - $371K
39K $961K
Nov 25, 2024 Q3 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
14.6K
New
$357K - $370K
14.6K $360K
Oct 29, 2024 Q3 2024
Janney Montgomery Scott LLC

BUY
 -
14.6K
+ 3.7%
$356K - $369K
409K $10.1M
Oct 31, 2024 Q3 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
14.5K
+ 10.91%
$354K - $367K
147K $3.63M
Nov 13, 2024 Q3 2024
Avantax Advisory Services, Inc.

BUY
 -
13.4K
+ 10.78%
$327K - $339K
138K $3.39M
Oct 08, 2024 Q3 2024
Brookstone Capital Management

BUY
 -
13K
New
$318K - $329K
13K $320K
Oct 08, 2024 Q3 2024
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
13K
+ 6.78%
$318K - $329K
205K $5.05M
Nov 05, 2024 Q3 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
12.8K
+ 8.64%
$313K - $324K
161K $3.97M
Nov 14, 2024 Q3 2024
Comerica Bank

BUY
 -
12.7K
+ 15.73%
$310K - $321K
93.4K $2.3M
Oct 17, 2024 Q3 2024
Stratos Wealth Advisors, LLC

BUY
 -
12.4K
+ 44.52%
$303K - $314K
40.3K $992K
Nov 14, 2024 Q3 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
12.4K
New
$303K - $314K
12.4K $306K
Nov 13, 2024 Q3 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
12.3K
+ 3.97%
$300K - $311K
322K $7.93M
Nov 07, 2024 Q3 2024
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
11.5K
New
$281K - $291K
11.5K $283K

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