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 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-4.96K- 16.99% |
$121K - $125K
|
24.2K
$596K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.35K- 1.24% |
$130K - $135K
|
427K
$10.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-6.25K- 87.0% |
$152K - $158K
|
933
$23K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.4K- 38.33% |
$156K - $162K
|
10.3K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.62K- 0.93% |
$186K - $193K
|
812K
$20M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-8.39K- 26.22% |
$205K - $212K
|
23.6K
$581K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.76K- 3.87% |
$238K - $247K
|
242K
$5.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-10.4K- 24.59% |
$254K - $263K
|
31.9K
$785K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.6K- 4.23% |
$257K - $267K
|
239K
$5.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.9K- 3.75% |
$314K - $325K
|
331K
$8.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-13K- 13.27% |
$316K - $328K
|
84.7K
$2.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-13.4K- 33.56% |
$326K - $338K
|
26.5K
$652K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-13.6K- 17.31% |
$331K - $343K
|
64.9K
$1.6M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-14.2K- 13.18% |
$347K - $359K
|
93.6K
$2.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-14.7K- 6.83% |
$359K - $372K
|
201K
$4.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-15.9K- 5.5% |
$387K - $402K
|
273K
$6.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-17.4K- 3.76% |
$425K - $441K
|
447K
$11M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-18K- 31.94% |
$440K - $456K
|
38.4K
$945K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-25.7K- 48.78% |
$627K - $650K
|
27K
$664K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30K- 6.6% |
$732K - $759K
|
425K
$10.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-33.8K- 6.88% |
$825K - $855K
|
458K
$11.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-44.5K- 54.54% |
$1.08M - $1.12M
|
37K
$911K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-58.7K- 6.46% |
$1.43M - $1.48M
|
849K
$20.9M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-71.4K- 80.43% |
$1.74M - $1.8M
|
17.4K
$427K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-116K- 92.77% |
$2.82M - $2.93M
|
9.02K
$222K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-119K- 44.46% |
$2.89M - $3M
|
148K
$3.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-135K- 63.3% |
$3.29M - $3.41M
|
78.2K
$1.92M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-181K- 94.4% |
$4.42M - $4.58M
|
10.8K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-191K- 35.81% |
$4.66M - $4.83M
|
342K
$8.42M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-214K- 72.42% |
$5.22M - $5.41M
|
81.5K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-251K- 64.54% |
$6.12M - $6.35M
|
138K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-288K- 73.85% |
$7.03M - $7.29M
|
102K
$2.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-289K- 92.88% |
$7.06M - $7.32M
|
22.2K
$545K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-299K- 37.75% |
$7.3M - $7.57M
|
493K
$12.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-325K- 54.14% |
$7.92M - $8.21M
|
275K
$6.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-429K- 89.76% |
$10.5M - $10.8M
|
48.9K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-516K- 63.55% |
$12.6M - $13M
|
296K
$7.28M
|