Purchases and Sales Made in Q2 2023 in First Tr ETF Viii Tcw Unconstr (UCON)

UCON Quotes by TradingView

This table provides information about the institutional ownership of First Tr ETF Viii Tcw Unconstr (UCON) during Q2 2023. 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 14, 2023 Q2 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
16K
+ 13.06%
$385K - $394K
139K $3.41M
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
15.6K
+ 72.07%
$376K - $384K
37.3K $919K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
15K
+ 0.76%
$361K - $369K
2M $49.2M
Jul 17, 2023 Q2 2023
Mbe Wealth Management, LLC

BUY
 -
13.9K
+ 14.6%
$335K - $342K
109K $2.69M
Jul 31, 2023 Q2 2023
Wright Fund Management, LLC

Santa Monica, CA
BUY
 -
13.7K
+ 114.77%
$329K - $336K
25.6K $630K
Jul 31, 2023 Q2 2023
Ellenbecker Investment Group

BUY
 -
13.6K
+ 10.38%
$327K - $334K
144K $3.56M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
13.5K
New
$326K - $333K
13.5K $334K
Jul 14, 2023 Q2 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
13.3K
+ 8.97%
$321K - $327K
162K $3.98M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
13K
+ 6.27%
$312K - $318K
220K $5.41M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
12.5K
New
$301K - $307K
12.5K $308K
Aug 14, 2023 Q2 2023
Private Portfolio Partners LLC

BUY
 -
12.3K
New
$297K - $304K
12.3K $304K
Aug 11, 2023 Q2 2023
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
11.5K
+ 69.7%
$277K - $283K
28K $690K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
10.5K
+ 3.58%
$252K - $257K
303K $7.46M
Aug 09, 2023 Q2 2023
M&T Bank Corp

BUY
 -
10K
New
$241K - $246K
10K $246K
Jul 21, 2023 Q2 2023
Walkner Condon Financial Advisors LLC

BUY
 -
9.94K
+ 3.36%
$239K - $244K
306K $7.53M
Jul 31, 2023 Q2 2023
Black Diamond Wealth Management Inc.

BUY
 -
9.63K
+ 8.72%
$232K - $237K
120K $2.96M
Jul 14, 2023 Q2 2023
Navalign, LLC

BUY
 -
9.07K
New
$218K - $223K
9.07K $223K
Aug 02, 2023 Q2 2023
Columbia Advisory Partners LLC

BUY
 -
8.45K
New
$204K - $208K
8.45K $208K
Jul 18, 2023 Q2 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
8.24K
+ 13.95%
$198K - $203K
67.3K $1.66M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
7.86K
+ 559.47%
$189K - $193K
9.26K $228K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
7.34K
+ 2.88%
$177K - $181K
262K $6.45M
Jul 21, 2023 Q2 2023
Crumly & Associates Inc.

BUY
 -
6.93K
+ 7.52%
$167K - $170K
99.1K $2.44M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
6.42K
+ 14.49%
$155K - $158K
50.7K $1.25M
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
6.31K
+ 10.53%
$152K - $155K
66.2K $1.63M
Jul 12, 2023 Q2 2023
Ewg Elevate Inc.

BUY
 -
5.99K
+ 10.17%
$144K - $147K
64.9K $1.6M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
5.59K
+ 3.14%
$135K - $137K
183K $4.52M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
5.56K
+ 30.66%
$134K - $137K
23.7K $584K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
5.54K
+ 174.61%
$133K - $136K
8.71K $214K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
4.46K
+ 2.11%
$107K - $110K
216K $5.32M
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
4.13K
+ 235.54%
$99.4K - $102K
5.88K $145K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
4.01K
+ 45.64%
$96.5K - $98.5K
12.8K $315K
Aug 11, 2023 Q2 2023
Tru Independence LLC

BUY
 -
3.55K
+ 13.35%
$85.5K - $87.3K
30.2K $743K
Jul 11, 2023 Q2 2023
Ignite Planners, LLC

BUY
 -
3.29K
+ 32.29%
$79.3K - $81K
13.5K $333K
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
3.17K
+ 3.08%
$76.4K - $78K
106K $2.61M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
3.17K
+ 4.82%
$76.4K - $78K
68.9K $1.7M
Jul 12, 2023 Q2 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
2.96K
+ 6.31%
$71.2K - $72.7K
49.8K $1.23M
Aug 08, 2023 Q2 2023
First Pacific Financial

BUY
 -
2.88K
+ 5.87%
$69.2K - $70.7K
51.8K $1.28M
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
2.8K
+ 5.3%
$67.4K - $68.8K
55.6K $1.37M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
2.63K
+ 11.99%
$63.3K - $64.6K
24.5K $605K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
2.42K
+ 15.79%
$58.4K - $59.6K
17.8K $438K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
2.35K
+ 944.58%
$56.6K - $57.8K
2.6K $64.1K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
2.31K
+ 4.3%
$55.6K - $56.8K
56K $1.38M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
2.27K
New
$54.7K - $55.9K
2.27K $56K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.16K
+ 0.48%
$52K - $53.1K
455K $11.2M
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
1.9K
New
$45.6K - $46.6K
1.9K $46.7K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
1.61K
+ 2.34%
$38.8K - $39.6K
70.6K $1.74M
Aug 11, 2023 Q2 2023
Stone X Group Inc.

BUY
 -
1.51K
+ 1.4%
$36.4K - $37.1K
110K $2.7M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
1.29K
+ 14.4%
$31K - $31.7K
10.2K $252K
Aug 08, 2023 Q2 2023
Fagan Associates, Inc.

BUY
 -
1.15K
+ 7.28%
$27.7K - $28.3K
16.9K $417K

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