Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2021
Q3 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
3.22K+ 32.52% |
$85.6K - $86K
|
13.1K
$328K
|
|
|
Nov 09, 2021
Q3 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
2.65K+ 18.89% |
$70.4K - $70.7K
|
16.7K
$417K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.57K+ 6.95% |
$68.1K - $68.4K
|
39.5K
$987K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.42K+ 5.62% |
$64.3K - $64.6K
|
45.5K
$1.14M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.32K+ 4.05% |
$61.5K - $61.8K
|
59.5K
$1.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.32K+ 4.05% |
$61.5K - $61.8K
|
59.5K
$1.49M
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
1.76K+ 22.51% |
$46.7K - $46.9K
|
9.58K
$239K
|
|
|
Oct 29, 2021
Q3 2021
|
Q3 Asset Management
|
BUY
|
- |
1.2K+ 1.58% |
$31.7K - $31.9K
|
76.7K
$1.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
462+ 158.22% |
$12.3K - $12.3K
|
754
$18.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
367+ 1.71% |
$9.75K - $9.79K
|
21.8K
$546K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
350New |
$9.3K - $9.34K
|
350
$8.75K
|
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
334+ 0.18% |
$8.87K - $8.91K
|
186K
$4.64M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
304+ 0.26% |
$8.07K - $8.11K
|
118K
$2.94M
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7+ 12.96% |
$186 - $187
|
61
$1.52K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-120- 3.97% |
$3.19K - $3.2K
|
2.9K
$72.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-182- 0.67% |
$4.83K - $4.86K
|
27K
$675K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-600Closed |
$15.9K - $16K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-750- 2.98% |
$19.9K - $20K
|
24.4K
$610K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-909- 5.24% |
$24.1K - $24.3K
|
16.4K
$411K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.61KClosed |
$42.9K - $43.1K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
First Pacific Financial
|
SELL
|
- |
-1.7K- 2.54% |
$45.2K - $45.4K
|
65.2K
$1.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2K- 7.35% |
$53.1K - $53.4K
|
25.2K
$630K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.63K- 40.55% |
$96.3K - $96.7K
|
5.32K
$133K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-3.72K- 15.62% |
$98.8K - $99.3K
|
20.1K
$502K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.86KClosed |
$102K - $103K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.17KClosed |
$217K - $218K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.8K- 4.26% |
$315K - $316K
|
266K
$6.66M
|
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-12.2KClosed |
$325K - $326K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.6K- 6.93% |
$335K - $337K
|
169K
$4.23M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-16.6K- 30.78% |
$441K - $443K
|
37.3K
$933K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-18.9K- 57.38% |
$502K - $504K
|
14K
$351K
|
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-20.3K- 5.49% |
$538K - $541K
|
349K
$8.72M
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-20.8K- 2.34% |
$553K - $555K
|
868K
$21.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-40.5KClosed |
$1.08M - $1.08M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-40.6KClosed |
$1.08M - $1.08M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-74KClosed |
$1.97M - $1.97M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-88.4KClosed |
$2.35M - $2.36M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-118KClosed |
$3.14M - $3.16M
|
0
$0
|