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 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
7.43K+ 47.14% |
$175K - $184K
|
23.2K
$571K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
7.29K+ 7.01% |
$171K - $181K
|
111K
$2.74M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
6.14K+ 3.71% |
$144K - $152K
|
172K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.91K+ 47.12% |
$139K - $146K
|
18.4K
$454K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.64K+ 2.2% |
$133K - $140K
|
262K
$6.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.59K+ 2.18% |
$131K - $139K
|
262K
$6.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.51K+ 3.83% |
$130K - $137K
|
149K
$3.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
5.26K+ 5.06% |
$124K - $130K
|
109K
$2.69M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
4.52K+ 24.45% |
$106K - $112K
|
23K
$566K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.5K+ 4.83% |
$106K - $112K
|
97.7K
$2.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
4.12K+ 6.48% |
$97K - $102K
|
67.8K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3.63K+ 8.93% |
$85.3K - $89.9K
|
44.3K
$1.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
3.58K+ 4.48% |
$84.1K - $88.6K
|
83.4K
$2.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3.58K+ 42.28% |
$84.1K - $88.6K
|
12K
$296K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.37K+ 1.73% |
$79.3K - $83.6K
|
198K
$4.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.2K+ 1.16% |
$75.3K - $79.4K
|
280K
$6.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3K+ 5.25% |
$70.4K - $74.3K
|
60K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.87K+ 1.42% |
$67.4K - $71.1K
|
205K
$5.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.85K+ 0.57% |
$67K - $70.6K
|
507K
$12.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.1K+ 0.65% |
$49.4K - $52.1K
|
326K
$8.04M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.93KNew |
$45.4K - $47.8K
|
1.93K
$47.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
1.93K+ 16.91% |
$45.3K - $47.7K
|
13.3K
$328K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.72K+ 3.68% |
$40.4K - $42.6K
|
48.4K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.64K+ 0.46% |
$38.6K - $40.7K
|
358K
$8.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.51K+ 1508.0% |
$35.5K - $37.4K
|
1.61K
$39.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.25K+ 10.3% |
$29.3K - $30.9K
|
13.3K
$329K
|
|
|
Jan 23, 2024
Q4 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.09K+ 0.46% |
$25.6K - $26.9K
|
235K
$5.79M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1K+ 50.0% |
$23.5K - $24.8K
|
3K
$73.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
997+ 107.44% |
$23.4K - $24.7K
|
1.93K
$47.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
896New |
$21.1K - $22.2K
|
896
$22.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
895+ 0.75% |
$21K - $22.2K
|
120K
$2.95M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
801New |
$18.8K - $19.9K
|
801
$19.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
794+ 0.35% |
$18.7K - $19.7K
|
226K
$5.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
721+ 1.93% |
$17K - $17.9K
|
38K
$936K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
642+ 0.44% |
$15.1K - $15.9K
|
147K
$3.62M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
551+ 3.54% |
$13K - $13.7K
|
16.1K
$397K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
499+ 91.22% |
$11.7K - $12.4K
|
1.05K
$25.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
280New |
$6.58K - $6.94K
|
280
$6.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
226New |
$5.31K - $5.6K
|
226
$5.57K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
140+ 0.23% |
$3.29K - $3.47K
|
62K
$1.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
100+ 0.35% |
$2.35K - $2.48K
|
28.5K
$703K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
82+ 0.08% |
$1.93K - $2.03K
|
106K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
47+ 0.51% |
$1.1K - $1.17K
|
9.27K
$228K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
35+ 0.1% |
$823 - $868
|
35.7K
$881K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8+ 0.08% |
$188 - $198
|
10.6K
$261K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-80- 0.67% |
$1.88K - $1.98K
|
11.8K
$292K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-270- 0.62% |
$6.35K - $6.69K
|
43.5K
$1.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-307- 8.93% |
$7.22K - $7.61K
|
3.13K
$77.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-334- 1.84% |
$7.85K - $8.28K
|
17.8K
$438K
|