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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
57.3K+ 8.18% |
$1.4M - $1.42M
|
757K
$18.8M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
55.8K+ 629.64% |
$1.36M - $1.39M
|
64.6K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
55.7K+ 237.56% |
$1.36M - $1.38M
|
79.2K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.3K+ 43.45% |
$1.32M - $1.35M
|
179K
$4.44M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
53K+ 4.92% |
$1.29M - $1.32M
|
1.13M
$28M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43.2K+ 14.39% |
$1.05M - $1.07M
|
343K
$8.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
43.1K+ 19.12% |
$1.05M - $1.07M
|
269K
$6.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
42.8K+ 7.12% |
$1.05M - $1.06M
|
644K
$16M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
40.9K+ 12.16% |
$1M - $1.02M
|
378K
$9.37M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
40.6K+ 48.35% |
$990K - $1.01M
|
124K
$3.09M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.5K+ 10.73% |
$965K - $982K
|
408K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
36K+ 31.73% |
$879K - $895K
|
150K
$3.71M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
35.7K+ 15.03% |
$872K - $888K
|
273K
$6.78M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.2K+ 6.22% |
$834K - $849K
|
584K
$14.5M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
33K+ 41.62% |
$806K - $820K
|
112K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32K+ 8.95% |
$782K - $796K
|
390K
$9.67M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
29.2K+ 14.25% |
$714K - $726K
|
234K
$5.81M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
23.7K+ 284.64% |
$579K - $590K
|
32.1K
$795K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
23.4KNew |
$572K - $583K
|
23.4K
$582K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
23.2K+ 11.15% |
$566K - $576K
|
231K
$5.73M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
22K+ 49.6% |
$536K - $545K
|
66.2K
$1.64M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
20.5K+ 13.95% |
$500K - $509K
|
167K
$4.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
20.3K+ 4.52% |
$496K - $505K
|
471K
$11.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
19.8K+ 8.26% |
$484K - $492K
|
260K
$6.44M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
19.5K+ 13.6% |
$475K - $484K
|
163K
$4.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
17.3K+ 30.16% |
$423K - $430K
|
74.7K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
17.2K+ 7.7% |
$420K - $427K
|
240K
$5.96M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
17K+ 33.65% |
$416K - $423K
|
67.6K
$1.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
16.8K+ 17.15% |
$409K - $416K
|
114K
$2.84M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
16.6KNew |
$406K - $413K
|
16.6K
$412K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
16.6K+ 5.93% |
$405K - $412K
|
297K
$7.36M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
16.5K+ 2057.93% |
$402K - $410K
|
17.3K
$429K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
16K+ 133.09% |
$391K - $398K
|
28K
$696K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
15.9K+ 14.57% |
$389K - $396K
|
125K
$3.11M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
14.8K+ 8.62% |
$361K - $367K
|
186K
$4.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
14.3K+ 2.15% |
$350K - $356K
|
681K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.2K+ 5.12% |
$347K - $354K
|
292K
$7.24M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.2KNew |
$346K - $353K
|
14.2K
$352K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
14K+ 7.06% |
$342K - $348K
|
212K
$5.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14K+ 4.29% |
$342K - $348K
|
340K
$8.44M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.6K+ 9.76% |
$332K - $338K
|
153K
$3.79M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.2K+ 3.79% |
$322K - $328K
|
361K
$8.95M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
13.1KNew |
$320K - $325K
|
13.1K
$325K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.9K+ 4.93% |
$315K - $320K
|
275K
$6.81M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12.2K+ 20.37% |
$299K - $304K
|
72.3K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11K+ 3.05% |
$269K - $274K
|
373K
$9.25M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
10.5K+ 15.53% |
$257K - $262K
|
78.3K
$1.94M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
10.5KNew |
$256K - $261K
|
10.5K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
10.1K+ 19.03% |
$247K - $252K
|
63.3K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10KNew |
$244K - $249K
|
10K
$248K
|