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
|
D.A. Davidson & Co.
|
BUY
|
- |
22.5KNew |
$527K - $550K
|
22.5K
$556K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
22K+ 23.4% |
$515K - $538K
|
116K
$2.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21.9K+ 28.79% |
$514K - $537K
|
98.2K
$2.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
18.6K+ 228.94% |
$436K - $455K
|
26.7K
$661K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
17KNew |
$399K - $416K
|
17K
$421K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
17KNew |
$397K - $415K
|
17K
$419K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16.3K+ 21.72% |
$382K - $399K
|
91.4K
$2.26M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
16.1K+ 2.22% |
$376K - $393K
|
738K
$18.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
15.9KNew |
$373K - $389K
|
15.9K
$393K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.5K+ 12.8% |
$362K - $378K
|
136K
$3.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
14.2K+ 32.36% |
$332K - $347K
|
58K
$1.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.2KNew |
$285K - $298K
|
12.2K
$301K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.4K+ 14.74% |
$268K - $280K
|
89.1K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.3K+ 52.87% |
$266K - $278K
|
32.8K
$812K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
10.7KNew |
$252K - $263K
|
10.7K
$266K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
10.3KNew |
$241K - $251K
|
10.3K
$254K
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
9.94KNew |
$233K - $243K
|
9.94K
$246K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.91K+ 24.5% |
$232K - $242K
|
50.3K
$1.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.71KNew |
$228K - $238K
|
9.71K
$240K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
9.48KNew |
$222K - $232K
|
9.48K
$234K
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.35K+ 29.6% |
$219K - $229K
|
41K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.27K+ 16.41% |
$217K - $227K
|
65.7K
$1.63M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.04K+ 4.91% |
$212K - $221K
|
193K
$4.78M
|
|
|
Feb 02, 2023
Q4 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.91K+ 8.53% |
$209K - $218K
|
113K
$2.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.79KNew |
$206K - $215K
|
8.79K
$218K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.5K+ 3.98% |
$176K - $183K
|
196K
$4.84M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.3K+ 27.55% |
$171K - $179K
|
33.8K
$836K
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
6.35K+ 5.2% |
$149K - $155K
|
128K
$3.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.13K+ 1.97% |
$144K - $150K
|
317K
$7.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.69K+ 1720.24% |
$133K - $139K
|
6.03K
$149K
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.76K+ 15.17% |
$112K - $117K
|
36.2K
$894K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.84KNew |
$89.9K - $93.9K
|
3.84K
$94.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.7K+ 10.18% |
$86.6K - $90.4K
|
40K
$990K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
2.86KNew |
$66.9K - $69.9K
|
2.86K
$70.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.82K+ 4.99% |
$66.1K - $69K
|
59.4K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.54K+ 19.84% |
$59.6K - $62.3K
|
15.4K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.02KNew |
$47.4K - $49.5K
|
2.02K
$50.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.81K+ 2.59% |
$42.5K - $44.3K
|
71.9K
$1.78M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.6KNew |
$37.5K - $39.1K
|
1.6K
$39.6K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.6KNew |
$37.5K - $39.1K
|
1.6K
$39.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.55K+ 1.14% |
$36.4K - $38K
|
137K
$3.4M
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
1.34K+ 1.9% |
$31.4K - $32.7K
|
71.9K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.28K+ 13.29% |
$30.1K - $31.4K
|
10.9K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
824+ 2.17% |
$19.3K - $20.2K
|
38.8K
$959K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
667New |
$15.6K - $16.3K
|
667
$16.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
636+ 5.01% |
$14.9K - $15.6K
|
13.3K
$330K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
510+ 4.87% |
$12K - $12.5K
|
11K
$272K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
404+ 0.29% |
$9.47K - $9.89K
|
140K
$3.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
397+ 0.88% |
$9.31K - $9.71K
|
45.7K
$1.13M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
333+ 3.28% |
$7.81K - $8.15K
|
10.5K
$260K
|