Purchases and Sales Made in Q4 2023 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 2023. 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 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.77M+ 166.27% |
$65.1M - $68.6M
|
4.43M
$109M
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.08M+ 397.35% |
$25.5M - $26.9M
|
1.36M
$33.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.07M+ 29.09% |
$25.1M - $26.4M
|
4.73M
$117M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
950K+ 54.14% |
$22.3M - $23.5M
|
2.7M
$66.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
839KNew |
$19.7M - $20.8M
|
839K
$20.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
565K+ 1876.83% |
$13.3M - $14M
|
595K
$14.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
501K+ 39.46% |
$11.8M - $12.4M
|
1.77M
$43.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
450KNew |
$10.6M - $11.2M
|
450K
$11.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
394K+ 61.05% |
$9.26M - $9.76M
|
1.04M
$25.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
365K+ 1070.88% |
$8.57M - $9.04M
|
399K
$9.82M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
310K+ 14.89% |
$7.3M - $7.69M
|
2.39M
$59M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
310K+ 53.91% |
$7.28M - $7.68M
|
884K
$21.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
308K+ 5.43% |
$7.24M - $7.64M
|
5.98M
$147M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
299K+ 603.73% |
$7.03M - $7.41M
|
348K
$8.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
270K+ 68.36% |
$6.36M - $6.71M
|
666K
$16.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
245K+ 265.58% |
$5.76M - $6.07M
|
337K
$8.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
211KNew |
$4.97M - $5.24M
|
211K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
205K+ 47.04% |
$4.82M - $5.08M
|
640K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
204K+ 10.86% |
$4.79M - $5.05M
|
2.08M
$51.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
194K+ 24.38% |
$4.55M - $4.8M
|
987K
$24.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
165K+ 81.04% |
$3.88M - $4.09M
|
369K
$9.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
163K+ 492.95% |
$3.84M - $4.05M
|
196K
$4.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
158K+ 25.33% |
$3.72M - $3.92M
|
783K
$19.3M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
149K+ 43.12% |
$3.5M - $3.69M
|
495K
$12.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
138K+ 2782.38% |
$3.25M - $3.42M
|
143K
$3.53M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
136K+ 102.11% |
$3.19M - $3.36M
|
269K
$6.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
129K+ 86.44% |
$3.03M - $3.19M
|
278K
$6.85M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
125KNew |
$2.95M - $3.11M
|
125K
$3.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
122K+ 142.54% |
$2.87M - $3.03M
|
208K
$5.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
115K+ 1238.91% |
$2.69M - $2.84M
|
124K
$3.05M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
109K+ 84.67% |
$2.56M - $2.7M
|
238K
$5.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
105K+ 43.23% |
$2.47M - $2.6M
|
348K
$8.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
91.3KNew |
$2.15M - $2.26M
|
91.3K
$2.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
88.6K+ 203.46% |
$2.08M - $2.2M
|
132K
$3.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
83.1K+ 9830.41% |
$1.95M - $2.06M
|
83.9K
$2.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
80.6K+ 15.46% |
$1.89M - $2M
|
602K
$14.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
80.3K+ 12.85% |
$1.89M - $1.99M
|
705K
$17.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
63.1KNew |
$1.48M - $1.56M
|
63.1K
$1.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
58.4KNew |
$1.37M - $1.45M
|
58.4K
$1.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
57.4KNew |
$1.35M - $1.42M
|
57.4K
$1.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
57.2K+ 258.69% |
$1.34M - $1.42M
|
79.3K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
57K+ 13.63% |
$1.34M - $1.41M
|
475K
$11.7M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
52K+ 18.95% |
$1.22M - $1.29M
|
326K
$8.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
50.8KNew |
$1.2M - $1.26M
|
50.8K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
50.6KNew |
$1.19M - $1.25M
|
50.6K
$1.25M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
48.2KNew |
$1.13M - $1.19M
|
48.2K
$1.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
48.1K+ 131.99% |
$1.13M - $1.19M
|
84.5K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
41KNew |
$965K - $1.02M
|
41K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
39KNew |
$916K - $966K
|
39K
$960K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
36.3K+ 5.47% |
$853K - $900K
|
700K
$17.3M
|