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 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9.7KNew |
$237K - $241K
|
9.7K
$240K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.54K+ 1.52% |
$233K - $237K
|
636K
$15.7M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.42K+ 80.57% |
$230K - $234K
|
21.1K
$522K
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
7.94K+ 0.95% |
$194K - $197K
|
847K
$21M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7.77K+ 1.4% |
$190K - $193K
|
564K
$13.9M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.72K+ 72.95% |
$188K - $192K
|
18.3K
$453K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.54K+ 8.26% |
$184K - $187K
|
98.8K
$2.44M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
6.55K+ 2.25% |
$160K - $163K
|
298K
$7.38M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.23K+ 10.05% |
$152K - $155K
|
68.2K
$1.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.13K+ 2.9% |
$150K - $152K
|
217K
$5.38M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.74K+ 3.5% |
$140K - $143K
|
170K
$4.2M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
5.2K+ 22.44% |
$127K - $129K
|
28.4K
$702K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.85K+ 53.76% |
$118K - $120K
|
13.9K
$343K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.72K+ 8.52% |
$115K - $117K
|
60.2K
$1.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.65K+ 9.84% |
$113K - $116K
|
51.9K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.2K+ 4.3% |
$102K - $104K
|
102K
$2.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
4.08K+ 4.89% |
$99.5K - $101K
|
87.5K
$2.16M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.02K+ 10.26% |
$98.2K - $100K
|
43.2K
$1.07M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.69K+ 34.9% |
$90K - $91.6K
|
14.2K
$352K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.4K+ 7.82% |
$83K - $84.5K
|
46.9K
$1.16M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.36KNew |
$82.1K - $83.6K
|
3.36K
$83.2K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.25K+ 8.34% |
$79.3K - $80.8K
|
42.2K
$1.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.21KNew |
$78.3K - $79.7K
|
3.21K
$79.4K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.82K+ 2.54% |
$68.9K - $70.1K
|
114K
$2.82M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.75K+ 33.63% |
$67.1K - $68.3K
|
10.9K
$270K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.28K+ 4.48% |
$55.6K - $56.6K
|
53.1K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.25K+ 23.91% |
$54.8K - $55.8K
|
11.6K
$288K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2.12K+ 0.9% |
$51.8K - $52.8K
|
237K
$5.86M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2KNew |
$48.8K - $49.7K
|
2K
$49.5K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.17KNew |
$28.5K - $29K
|
1.17K
$28.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.02K+ 2.68% |
$24.8K - $25.3K
|
39K
$965K
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
BUY
|
- |
865+ 2.92% |
$21.1K - $21.5K
|
30.5K
$755K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
635+ 0.31% |
$15.5K - $15.8K
|
207K
$5.13M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
624+ 2.19% |
$15.2K - $15.5K
|
29.1K
$721K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
482+ 4.07% |
$11.8K - $12K
|
12.3K
$305K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
333New |
$8.13K - $8.28K
|
333
$8.24K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
221+ 0.39% |
$5.39K - $5.49K
|
56.3K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
198New |
$4.83K - $4.92K
|
198
$4.9K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
103+ 1.24% |
$2.51K - $2.56K
|
8.43K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
88+ 0.95% |
$2.15K - $2.19K
|
9.35K
$231K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
75New |
$1.83K - $1.86K
|
75
$1.86K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
45New |
$1.1K - $1.12K
|
45
$1.11K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.02% |
$122 - $124
|
23.8K
$590K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-14- 0.45% |
$342 - $348
|
3.12K
$77.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-251- 0.3% |
$6.13K - $6.24K
|
82.8K
$2.05M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-475- 0.38% |
$11.6K - $11.8K
|
123K
$3.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-484- 40.27% |
$11.8K - $12K
|
718
$17.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-837- 8.77% |
$20.4K - $20.8K
|
8.7K
$215K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-859- 0.17% |
$21K - $21.3K
|
506K
$12.5M
|