Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.87M+ 64.75% |
$70.1M - $71.3M
|
7.3M
$181M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.03M+ 17.3% |
$25.3M - $25.7M
|
7.01M
$174M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.02M+ 52992.36% |
$24.9M - $25.3M
|
1.02M
$25.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
946K+ 19.99% |
$23.1M - $23.5M
|
5.68M
$140M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
946K+ 19.99% |
$23.1M - $23.5M
|
5.68M
$140M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
608K+ 22.48% |
$14.8M - $15.1M
|
3.31M
$81.9M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
607KNew |
$14.8M - $15.1M
|
607K
$15M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
548K+ 59.12% |
$13.4M - $13.6M
|
1.48M
$36.5M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
509K+ 78.22% |
$12.4M - $12.6M
|
1.16M
$28.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
491K+ 189.5% |
$12M - $12.2M
|
750K
$18.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
482K+ 68.41% |
$11.8M - $12M
|
1.19M
$29.4M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
349K+ 145.48% |
$8.52M - $8.68M
|
589K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
345K+ 16.58% |
$8.42M - $8.57M
|
2.42M
$60M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
302K+ 17.06% |
$7.38M - $7.51M
|
2.07M
$51.3M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
298K+ 12.46% |
$7.29M - $7.42M
|
2.69M
$66.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
298KNew |
$7.27M - $7.4M
|
298K
$7.37M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
284K+ 89.87% |
$6.94M - $7.06M
|
601K
$14.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
277K+ 141.02% |
$6.76M - $6.88M
|
473K
$11.7M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
258K+ 29.13% |
$6.29M - $6.4M
|
1.14M
$28.2M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
239K+ 22.97% |
$5.83M - $5.93M
|
1.28M
$31.6M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
234K+ 58.66% |
$5.71M - $5.81M
|
633K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
225K+ 218.47% |
$5.49M - $5.59M
|
328K
$8.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
209KNew |
$5.1M - $5.19M
|
209K
$5.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
156K+ 33.54% |
$3.8M - $3.86M
|
619K
$15.3M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
148KNew |
$3.6M - $3.67M
|
148K
$3.65M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
142K+ 58.04% |
$3.46M - $3.52M
|
386K
$9.54M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
129K+ 79.42% |
$3.15M - $3.21M
|
292K
$7.22M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
129K+ 12332.03% |
$3.15M - $3.21M
|
130K
$3.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
125K+ 158.4% |
$3.06M - $3.11M
|
204K
$5.05M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
118K+ 76.82% |
$2.89M - $2.94M
|
273K
$6.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
118K+ 35.05% |
$2.88M - $2.94M
|
455K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
110KNew |
$2.69M - $2.74M
|
110K
$2.73M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
104K+ 20.97% |
$2.53M - $2.58M
|
598K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
102KNew |
$2.49M - $2.54M
|
102K
$2.53M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
97.6KNew |
$2.38M - $2.43M
|
97.6K
$2.42M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
97.4K+ 38.5% |
$2.38M - $2.42M
|
350K
$8.67M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
93.1K+ 23.23% |
$2.27M - $2.31M
|
494K
$12.2M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
91.7KNew |
$2.24M - $2.28M
|
91.7K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
91.1K+ 273.38% |
$2.22M - $2.26M
|
124K
$3.08M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
87.9KNew |
$2.15M - $2.19M
|
87.9K
$2.18M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
87.3K+ 3.74% |
$2.13M - $2.17M
|
2.42M
$60M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
85.3K+ 10.08% |
$2.08M - $2.12M
|
932K
$23M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
81.4KNew |
$1.99M - $2.02M
|
81.4K
$2.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
80.9K+ 24.81% |
$1.98M - $2.01M
|
407K
$10.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
77.3K+ 160.36% |
$1.89M - $1.92M
|
125K
$3.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
63.2K+ 42.3% |
$1.54M - $1.57M
|
213K
$5.26M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
63.2K+ 54.12% |
$1.54M - $1.57M
|
180K
$4.45M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
62.6KNew |
$1.53M - $1.55M
|
62.6K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
62.2K+ 98.57% |
$1.52M - $1.55M
|
125K
$3.1M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
59.5KNew |
$1.45M - $1.48M
|
59.5K
$1.47M
|