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
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
304New |
$7.13K - $7.44K
|
304
$7.52K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
236+ 20.38% |
$5.53K - $5.77K
|
1.39K
$34.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
75New |
$1.76K - $1.84K
|
75
$1.86K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
36New |
$844 - $881
|
36
$891
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
12+ 0.01% |
$281 - $294
|
112K
$2.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-129- 0.99% |
$3.02K - $3.16K
|
12.9K
$319K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-347- 3.16% |
$8.13K - $8.49K
|
10.6K
$263K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-589- 91.04% |
$13.8K - $14.4K
|
58
$1.43K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-598- 37.28% |
$14K - $14.6K
|
1.01K
$24.9K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-990- 9.86% |
$23.2K - $24.2K
|
9.05K
$224K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.02K- 5.16% |
$23.8K - $24.9K
|
18.7K
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.03K- 7.26% |
$24.1K - $25.1K
|
13.1K
$324K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.05K- 3.84% |
$24.6K - $25.7K
|
26.3K
$652K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.08K- 1.73% |
$25.3K - $26.4K
|
61.3K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-1.33K- 0.36% |
$31.1K - $32.5K
|
364K
$9.01M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 3.94% |
$32.5K - $33.9K
|
33.8K
$836K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.81K- 10.77% |
$42.4K - $44.3K
|
15K
$371K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.97K- 4.28% |
$46.2K - $48.2K
|
44.1K
$1.09M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.17K- 4.6% |
$74.3K - $77.6K
|
65.7K
$1.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-3.54K- 25.95% |
$82.9K - $86.5K
|
10.1K
$250K
|
|
|
Feb 01, 2023
Q4 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-4.37K- 29.89% |
$102K - $107K
|
10.3K
$254K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.75K- 8.46% |
$111K - $116K
|
51.4K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.46K- 23.95% |
$128K - $134K
|
17.3K
$429K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.51K- 2.11% |
$129K - $135K
|
255K
$6.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.19K- 13.45% |
$145K - $152K
|
39.8K
$986K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-6.3K- 1.71% |
$148K - $154K
|
361K
$8.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.38K- 12.43% |
$173K - $181K
|
52K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.7K- 32.33% |
$180K - $188K
|
16.1K
$399K
|
|
|
Feb 13, 2023
Q4 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-8.32K- 2.52% |
$195K - $204K
|
322K
$7.96M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-8.34K- 1.31% |
$195K - $204K
|
629K
$15.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.9K- 1.95% |
$209K - $218K
|
448K
$11.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-10.3K- 14.82% |
$241K - $251K
|
59K
$1.46M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.8K- 17.24% |
$253K - $264K
|
51.9K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-11.2K- 35.81% |
$262K - $274K
|
20K
$496K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-11.8K- 6.42% |
$276K - $288K
|
172K
$4.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-12.7K- 12.57% |
$299K - $312K
|
88.6K
$2.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.4K- 8.57% |
$338K - $353K
|
154K
$3.81M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15.3K- 63.1% |
$359K - $375K
|
8.96K
$222K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-15.8K- 6.48% |
$370K - $386K
|
228K
$5.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-16.5K- 23.19% |
$387K - $404K
|
54.7K
$1.35M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-17.9K- 10.19% |
$418K - $437K
|
157K
$3.89M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18.1K- 25.07% |
$424K - $442K
|
54K
$1.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-18.9K- 49.89% |
$442K - $462K
|
19K
$469K
|
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-19.3K- 4.8% |
$453K - $473K
|
383K
$9.48M
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-22.2K- 16.98% |
$520K - $542K
|
108K
$2.68M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-27.2K- 6.63% |
$637K - $665K
|
383K
$9.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-28.1K- 17.14% |
$659K - $688K
|
136K
$3.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34.2K- 49.95% |
$802K - $837K
|
34.3K
$848K
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-36.9K- 5.73% |
$865K - $903K
|
607K
$15M
|