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 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-955- 7.72% |
$23.3K - $23.7K
|
11.4K
$282K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-993- 16.39% |
$24.2K - $24.7K
|
5.06K
$125K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.01K- 2.08% |
$24.6K - $25K
|
47.4K
$1.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.47K- 91.42% |
$35.9K - $36.5K
|
138
$3.41K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.51K- 14.61% |
$37K - $37.6K
|
8.85K
$219K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.54K- 15.05% |
$37.7K - $38.3K
|
8.71K
$216K
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-1.66K- 2.94% |
$40.6K - $41.3K
|
54.9K
$1.36M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.7K- 1.85% |
$41.5K - $42.3K
|
90.4K
$2.24M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.71K- 0.53% |
$41.8K - $42.5K
|
320K
$7.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.73K- 6.34% |
$42.1K - $42.9K
|
25.5K
$631K
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.75K- 0.27% |
$42.7K - $43.4K
|
639K
$15.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.76K- 4.91% |
$42.8K - $43.6K
|
34K
$841K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.85K- 11.5% |
$45.3K - $46.1K
|
14.3K
$353K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.29K- 10.69% |
$55.9K - $56.9K
|
19.1K
$474K
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.7K- 2.3% |
$65.8K - $67K
|
115K
$2.84M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-2.86K- 0.82% |
$69.9K - $71.2K
|
346K
$8.55M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4.19K- 1.6% |
$102K - $104K
|
258K
$6.39M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-4.19K- 3.87% |
$102K - $104K
|
104K
$2.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.53K- 25.47% |
$110K - $112K
|
13.2K
$328K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.67K- 1.07% |
$114K - $116K
|
433K
$10.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.19K- 20.95% |
$127K - $129K
|
19.6K
$485K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.47K- 27.7% |
$134K - $136K
|
14.3K
$353K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.04K- 32.75% |
$147K - $150K
|
12.4K
$307K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-6.3K- 6.62% |
$154K - $157K
|
88.8K
$2.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-6.34K- 27.57% |
$155K - $157K
|
16.6K
$412K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-9K- 28.98% |
$220K - $224K
|
22K
$545K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.28K- 15.55% |
$227K - $231K
|
50.4K
$1.25M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.88K- 41.93% |
$241K - $245K
|
13.7K
$338K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-10.1K- 12.47% |
$247K - $251K
|
71K
$1.76M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.8K- 58.19% |
$288K - $293K
|
8.49K
$210K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.3K- 4.34% |
$300K - $306K
|
271K
$6.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-12.8K- 15.38% |
$313K - $319K
|
70.6K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.9KClosed |
$338K - $344K
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-17.2K- 6.39% |
$419K - $426K
|
251K
$6.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-17.3K- 29.64% |
$423K - $430K
|
41.1K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-19.4K- 3.85% |
$473K - $481K
|
484K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-24.5K- 37.8% |
$598K - $609K
|
40.3K
$997K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-26.5K- 31.33% |
$647K - $658K
|
58.1K
$1.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-28.5K- 35.04% |
$695K - $707K
|
52.8K
$1.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-38.8K- 32.4% |
$948K - $965K
|
81K
$2M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-44.2K- 19.21% |
$1.08M - $1.1M
|
186K
$4.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-48.8K- 15.86% |
$1.19M - $1.21M
|
259K
$6.41M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-54.5K- 5.02% |
$1.33M - $1.35M
|
1.03M
$25.5M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-57.2K- 62.66% |
$1.4M - $1.42M
|
34.1K
$843K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-86.3K- 65.35% |
$2.11M - $2.14M
|
45.8K
$1.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-90K- 99.78% |
$2.2M - $2.24M
|
201
$4.97K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-92.7K- 29.5% |
$2.26M - $2.3M
|
222K
$5.48M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-107K- 22.45% |
$2.6M - $2.65M
|
368K
$9.11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-114K- 24.98% |
$2.77M - $2.82M
|
341K
$8.45M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-144K- 48.05% |
$3.52M - $3.59M
|
156K
$3.86M
|