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 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.9K+ 42.64% |
$821K - $866K
|
117K
$2.88M
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
34.3K+ 153.81% |
$806K - $850K
|
56.6K
$1.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
30.1K+ 49.14% |
$707K - $746K
|
91.3K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
28.1K+ 7.53% |
$660K - $696K
|
401K
$9.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
28KNew |
$658K - $694K
|
28K
$690K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
27.9K+ 2.66% |
$657K - $693K
|
1.08M
$26.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.5KNew |
$647K - $682K
|
27.5K
$678K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.1K+ 28.44% |
$591K - $623K
|
113K
$2.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
24.6KNew |
$579K - $611K
|
24.6K
$607K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
23.9K+ 36.32% |
$563K - $593K
|
89.8K
$2.21M
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
23.5KNew |
$551K - $582K
|
23.5K
$578K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
23.1K+ 10.0% |
$542K - $572K
|
254K
$6.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.9K+ 38.36% |
$515K - $543K
|
79K
$1.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21.4KNew |
$504K - $531K
|
21.4K
$528K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
20.3K+ 6.42% |
$478K - $504K
|
337K
$8.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20K+ 4.51% |
$470K - $496K
|
464K
$11.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
19.6KNew |
$461K - $486K
|
19.6K
$483K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
19.5K+ 6.61% |
$459K - $484K
|
314K
$7.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
19.2K+ 8.71% |
$452K - $477K
|
240K
$5.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
19.2K+ 8.71% |
$452K - $477K
|
240K
$5.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.2K+ 53.0% |
$452K - $476K
|
55.4K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.1K+ 94.6% |
$448K - $472K
|
39.2K
$966K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19K+ 1461.15% |
$447K - $471K
|
20.3K
$500K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.3K+ 8.66% |
$431K - $455K
|
230K
$5.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18K+ 21.26% |
$424K - $447K
|
103K
$2.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
17.1K+ 6.42% |
$402K - $424K
|
283K
$6.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.6KNew |
$391K - $412K
|
16.6K
$410K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.6K+ 526.38% |
$390K - $412K
|
19.8K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
15.9KNew |
$374K - $394K
|
15.9K
$392K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
14.6K+ 44.61% |
$343K - $361K
|
47.3K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.5K+ 17.66% |
$318K - $336K
|
90.2K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2K+ 8.74% |
$310K - $327K
|
164K
$4.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
12.7K+ 4.55% |
$298K - $315K
|
292K
$7.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
12.7KNew |
$297K - $314K
|
12.7K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.7KNew |
$275K - $290K
|
11.7K
$288K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
11.6K+ 10.92% |
$272K - $286K
|
117K
$2.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 2.41% |
$268K - $282K
|
483K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.9K+ 8.49% |
$256K - $270K
|
139K
$3.43M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
10.6KNew |
$248K - $262K
|
10.6K
$260K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
10.5K+ 12.81% |
$246K - $259K
|
92.1K
$2.27M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
10.4KNew |
$244K - $257K
|
10.4K
$255K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.88K+ 72.22% |
$232K - $245K
|
23.6K
$580K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.54KNew |
$224K - $236K
|
9.54K
$235K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.44K+ 13.15% |
$222K - $234K
|
81.2K
$2M
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
9.4KNew |
$221K - $233K
|
9.4K
$232K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.96K+ 853.67% |
$211K - $222K
|
10K
$246K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.28K+ 1.34% |
$195K - $205K
|
626K
$15.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
8.18KNew |
$192K - $203K
|
8.18K
$201K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
8.1K+ 9.3% |
$190K - $201K
|
95.1K
$2.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.98K+ 3.38% |
$188K - $198K
|
244K
$6.01M
|