Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.04M+ 27.86% |
$25.4M - $26.6M
|
4.78M
$118M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.04M+ 27.86% |
$25.4M - $26.6M
|
4.78M
$118M
|
|
Aug 15, 2022
Q2 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
648K+ 993.78% |
$15.8M - $16.5M
|
713K
$17.6M
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
455KNew |
$11.1M - $11.6M
|
455K
$11.3M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
445KNew |
$10.9M - $11.4M
|
445K
$11M
|
|
Jul 20, 2022
Q2 2022
|
First Pacific Financial
|
BUY
|
- |
383K+ 569.38% |
$9.34M - $9.78M
|
450K
$11.1M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
382K+ 9.35% |
$9.32M - $9.75M
|
4.47M
$110M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
335K+ 37.46% |
$8.17M - $8.54M
|
1.23M
$30.4M
|
|
Aug 08, 2022
Q2 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
334KNew |
$8.16M - $8.54M
|
334K
$8.27M
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
321KNew |
$7.84M - $8.21M
|
321K
$7.95M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
297K+ 82.64% |
$7.25M - $7.59M
|
656K
$16.2M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
283K+ 47.13% |
$6.91M - $7.23M
|
884K
$21.9M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
263K+ 15.19% |
$6.42M - $6.72M
|
1.99M
$49.4M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
238K+ 51.95% |
$5.82M - $6.09M
|
698K
$17.3M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
238K+ 1200.57% |
$5.82M - $6.09M
|
258K
$6.39M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
124K+ 1777.53% |
$3.04M - $3.18M
|
131K
$3.25M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
118K+ 11.24% |
$2.89M - $3.03M
|
1.17M
$29M
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
102KNew |
$2.5M - $2.61M
|
102K
$2.53M
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
97.8KNew |
$2.39M - $2.5M
|
97.8K
$2.42M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
88.9K+ 41.62% |
$2.17M - $2.27M
|
303K
$7.48M
|
|
Jul 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
87.3KNew |
$2.13M - $2.23M
|
87.3K
$2.16M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
76.7K+ 19.89% |
$1.87M - $1.96M
|
462K
$11.4M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
76.5KNew |
$1.87M - $1.95M
|
76.5K
$1.89M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
73.8K+ 41.06% |
$1.8M - $1.88M
|
253K
$6.27M
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
63.1KNew |
$1.54M - $1.61M
|
63.1K
$1.56M
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
62.2K+ 170.63% |
$1.52M - $1.59M
|
98.6K
$2.44M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
59.8K+ 29.48% |
$1.46M - $1.53M
|
262K
$6.49M
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
55KNew |
$1.34M - $1.4M
|
55K
$1.36M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
55KNew |
$1.34M - $1.4M
|
55K
$1.36M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
53.1K+ 517.94% |
$1.3M - $1.36M
|
63.3K
$1.57M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
51.7K+ 56.5% |
$1.26M - $1.32M
|
143K
$3.54M
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
49.9KNew |
$1.22M - $1.27M
|
49.9K
$1.23M
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
47.6K+ 108.82% |
$1.16M - $1.22M
|
91.4K
$2.26M
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
42.4KNew |
$1.03M - $1.08M
|
42.4K
$1.05M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
38.8K+ 6.14% |
$947K - $991K
|
671K
$16.6M
|
|
Aug 03, 2022
Q2 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
37KNew |
$904K - $946K
|
37K
$916K
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
36.4KNew |
$888K - $929K
|
36.4K
$900K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
31.2KNew |
$761K - $796K
|
31.2K
$772K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
27K+ 57.6% |
$660K - $690K
|
74K
$1.83M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
23.7KNew |
$578K - $605K
|
23.7K
$586K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21.8KNew |
$532K - $556K
|
21.8K
$539K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.1K+ 2.51% |
$490K - $513K
|
820K
$20.3M
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
17.7K+ 102.31% |
$432K - $452K
|
35K
$866K
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
17.4K+ 25.97% |
$424K - $444K
|
84.3K
$2.09M
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
16.8KNew |
$411K - $430K
|
16.8K
$417K
|
|
Jul 29, 2022
Q2 2022
|
Daniels&Tansey,Llp
|
BUY
|
- |
14.9K+ 15.01% |
$363K - $380K
|
114K
$2.82M
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
13.9KNew |
$339K - $355K
|
13.9K
$344K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.6KNew |
$333K - $348K
|
13.6K
$338K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.7KNew |
$311K - $325K
|
12.7K
$315K
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
12K+ 3.4% |
$293K - $307K
|
366K
$9.05M
|