Purchases and Sales Made in Q3 2024 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 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 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.22K+ 8.41% |
$29.9K - $30.9K
|
15.8K
$388K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.12KNew |
$27.4K - $28.4K
|
1.12K
$27.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.11K+ 2466.67% |
$27.1K - $28.1K
|
1.16K
$28.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.02K+ 2.19% |
$24.8K - $25.7K
|
47.4K
$1.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1K+ 8.06% |
$24.4K - $25.3K
|
13.4K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
942+ 7.52% |
$23K - $23.8K
|
13.5K
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
835+ 0.25% |
$20.4K - $21.1K
|
334K
$8.21M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
820New |
$20K - $20.7K
|
820
$20.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
790New |
$19.3K - $20K
|
790
$19.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
737+ 0.72% |
$18K - $18.6K
|
103K
$2.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
575+ 1.16% |
$14K - $14.5K
|
50K
$1.23M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
502+ 0.78% |
$12.2K - $12.7K
|
64.7K
$1.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
435+ 3.23% |
$10.6K - $11K
|
13.9K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
434+ 3.44% |
$10.6K - $11K
|
13K
$321K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
286+ 1.66% |
$6.98K - $7.23K
|
17.5K
$430K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
257+ 1.6% |
$6.27K - $6.5K
|
16.3K
$402K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
184+ 0.06% |
$4.49K - $4.65K
|
284K
$6.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
136+ 0.75% |
$3.32K - $3.44K
|
18.2K
$449K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
116+ 0.13% |
$2.83K - $2.93K
|
90.1K
$2.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
96+ 0.33% |
$2.34K - $2.43K
|
28.8K
$709K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50New |
$1.22K - $1.26K
|
50
$1.23K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
37+ 0.14% |
$902 - $935
|
26.4K
$649K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 0.14% |
$73.2 - $75.8
|
2.22K
$54.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4- 0.03% |
$97.6 - $101
|
14.9K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-197- 0.92% |
$4.8K - $4.98K
|
21.2K
$522K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-218- 0.2% |
$5.32K - $5.51K
|
111K
$2.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-225- 30.82% |
$5.49K - $5.69K
|
505
$12.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-235- 2.4% |
$5.73K - $5.94K
|
9.57K
$235K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-486- 0.91% |
$11.9K - $12.3K
|
52.7K
$1.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-495- 4.31% |
$12.1K - $12.5K
|
11K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-590- 3.43% |
$14.4K - $14.9K
|
16.6K
$409K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-618- 1.04% |
$15.1K - $15.6K
|
58.9K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-665- 92.62% |
$16.2K - $16.8K
|
53
$1.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-668- 3.35% |
$16.3K - $16.9K
|
19.3K
$474K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-715- 1.46% |
$17.4K - $18.1K
|
48.1K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-765- 4.25% |
$18.7K - $19.3K
|
17.2K
$424K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-937- 1.65% |
$22.9K - $23.7K
|
56K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
SELL
|
- |
-1.13K- 3.87% |
$27.5K - $28.5K
|
28K
$688K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.19K- 3.81% |
$28.9K - $30K
|
29.9K
$735K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.26K- 1.42% |
$30.8K - $31.9K
|
87.7K
$2.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.3K- 11.71% |
$31.8K - $32.9K
|
9.83K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.51K- 60.26% |
$36.9K - $38.2K
|
997
$24.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.08K- 0.4% |
$50.8K - $52.6K
|
520K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.32K- 1.19% |
$56.6K - $58.7K
|
193K
$4.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.65K- 10.6% |
$64.6K - $67K
|
22.3K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.32K- 27.13% |
$81K - $84K
|
8.92K
$220K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.35K- 3.02% |
$81.8K - $84.7K
|
108K
$2.65M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.76K- 26.87% |
$91.8K - $95.1K
|
10.2K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-3.92K- 1.76% |
$95.6K - $99.1K
|
219K
$5.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-4.63K- 14.65% |
$113K - $117K
|
27K
$664K
|