Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39.8K- 58.96% |
$934K - $975K
|
27.7K
$683K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-43.3K- 2.47% |
$1.02M - $1.06M
|
1.71M
$42.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-45.9K- 54.65% |
$1.08M - $1.12M
|
38.1K
$938K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-47.2K- 3.85% |
$1.11M - $1.16M
|
1.18M
$29.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-63.3K- 85.93% |
$1.48M - $1.55M
|
10.4K
$255K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-67.2K- 19.32% |
$1.58M - $1.65M
|
281K
$6.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-90.7K- 74.2% |
$2.12M - $2.22M
|
31.5K
$777K
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-94.6K- 39.44% |
$2.22M - $2.32M
|
145K
$3.58M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-97.3K- 11.71% |
$2.28M - $2.38M
|
734K
$18.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-98.7K- 14.82% |
$2.31M - $2.41M
|
567K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-108K- 32.96% |
$2.54M - $2.65M
|
220K
$5.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-110K- 8.07% |
$2.59M - $2.7M
|
1.26M
$31M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-160K- 26.74% |
$3.74M - $3.91M
|
438K
$10.8M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-173K- 87.4% |
$4.07M - $4.25M
|
25K
$616K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-195K- 46.2% |
$4.56M - $4.76M
|
227K
$5.59M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-419K- 39.51% |
$9.81M - $10.2M
|
641K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-518K- 8.51% |
$12.1M - $12.7M
|
5.56M
$137M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.05M- 76.07% |
$24.5M - $25.6M
|
329K
$8.1M
|