Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.08MNew |
$25.2M - $26.4M
|
1.08M
$26.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
824KNew |
$19.3M - $20.2M
|
824K
$20.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
801K+ 17.83% |
$18.8M - $19.6M
|
5.29M
$130M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
696K+ 53.33% |
$16.3M - $17M
|
2M
$49.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
602K+ 410.86% |
$14.1M - $14.7M
|
748K
$18.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
521KNew |
$12.2M - $12.7M
|
521K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
386K+ 389.28% |
$9.06M - $9.45M
|
486K
$12M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
376K+ 104.06% |
$8.81M - $9.19M
|
737K
$18.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
370K+ 931.81% |
$8.67M - $9.05M
|
409K
$10.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
312K+ 172.05% |
$7.3M - $7.62M
|
493K
$12.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
292KNew |
$6.85M - $7.15M
|
292K
$7.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
277K+ 58.45% |
$6.49M - $6.77M
|
750K
$18.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
203K+ 127.85% |
$4.76M - $4.97M
|
362K
$8.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
197KNew |
$4.63M - $4.83M
|
197K
$4.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
187K+ 17.54% |
$4.39M - $4.58M
|
1.25M
$30.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
183K+ 43.49% |
$4.28M - $4.47M
|
602K
$14.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
170K+ 2681.29% |
$3.97M - $4.15M
|
176K
$4.33M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
169K+ 428.89% |
$3.95M - $4.13M
|
208K
$5.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
166K+ 662.54% |
$3.89M - $4.06M
|
191K
$4.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
160KNew |
$3.74M - $3.91M
|
160K
$3.94M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
145KNew |
$3.41M - $3.56M
|
145K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
144K+ 50.12% |
$3.36M - $3.51M
|
430K
$10.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
136K+ 159.3% |
$3.18M - $3.32M
|
221K
$5.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
128K+ 28.28% |
$2.99M - $3.12M
|
579K
$14.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
117KNew |
$2.75M - $2.87M
|
117K
$2.89M
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
111K+ 435.85% |
$2.59M - $2.7M
|
136K
$3.35M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
105K+ 17.52% |
$2.46M - $2.56M
|
703K
$17.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
83.3K+ 133.41% |
$1.95M - $2.04M
|
146K
$3.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
72.7KNew |
$1.7M - $1.78M
|
72.7K
$1.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
69.6KNew |
$1.63M - $1.7M
|
69.6K
$1.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
67K+ 48.41% |
$1.57M - $1.64M
|
205K
$5.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
66.8KNew |
$1.57M - $1.64M
|
66.8K
$1.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
62.8K+ 229.77% |
$1.47M - $1.54M
|
90.2K
$2.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.4K+ 13.88% |
$1.44M - $1.5M
|
504K
$12.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
53.4K+ 3499.54% |
$1.25M - $1.31M
|
54.9K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
51.5K+ 15.43% |
$1.21M - $1.26M
|
385K
$9.49M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
43.3KNew |
$1.01M - $1.06M
|
43.3K
$1.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
42.1K+ 12.5% |
$987K - $1.03M
|
379K
$9.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Daniels&Tansey,Llp
|
BUY
|
- |
39.5K+ 38.02% |
$926K - $966K
|
143K
$3.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.9K+ 18.63% |
$889K - $928K
|
242K
$5.95M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
37.5KNew |
$879K - $918K
|
37.5K
$924K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34.7K+ 239.82% |
$814K - $849K
|
49.2K
$1.21M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
34.7K+ 9.57% |
$812K - $848K
|
397K
$9.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
34.4K+ 3.46% |
$807K - $843K
|
1.03M
$25.4M
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
33K+ 68.32% |
$773K - $807K
|
81.3K
$2M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32K+ 4.17% |
$750K - $783K
|
799K
$19.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
31.9K+ 13.64% |
$747K - $780K
|
266K
$6.54M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31K+ 10333.0% |
$727K - $759K
|
31.3K
$771K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.6K+ 10.07% |
$624K - $651K
|
291K
$7.16M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
24.3K+ 5.08% |
$569K - $594K
|
502K
$12.4M
|