Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
29.4K+ 23.49% |
$749K - $776K
|
155K
$3.82M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
27.6KNew |
$704K - $729K
|
27.6K
$683K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.9K+ 157.06% |
$660K - $683K
|
42.4K
$1.05M
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
24.7KNew |
$628K - $650K
|
24.7K
$609K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
22.6KNew |
$577K - $597K
|
22.6K
$560K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
21.4K+ 83.53% |
$544K - $563K
|
46.9K
$1.16M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
19.1K+ 73.7% |
$486K - $503K
|
45K
$1.11M
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
18.9K+ 11.18% |
$482K - $499K
|
188K
$4.65M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.8K+ 15.34% |
$479K - $497K
|
142K
$3.5M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
17.5KNew |
$446K - $462K
|
17.5K
$433K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.9K+ 8.67% |
$405K - $420K
|
200K
$4.93M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.4K+ 39.08% |
$391K - $405K
|
54.7K
$1.35M
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
15.1K+ 71.85% |
$383K - $397K
|
36K
$890K
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
14.7K+ 63.36% |
$373K - $387K
|
37.8K
$935K
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
14.5K+ 14.99% |
$370K - $383K
|
111K
$2.75M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.8KNew |
$352K - $365K
|
13.8K
$342K
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
12.2KNew |
$310K - $322K
|
12.2K
$301K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
12.2K+ 66.7% |
$310K - $321K
|
30.5K
$753K
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5K+ 43.05% |
$266K - $276K
|
34.8K
$859K
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
10.4KNew |
$266K - $275K
|
10.4K
$258K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.2KNew |
$261K - $270K
|
10.2K
$253K
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
9.61K+ 38.43% |
$245K - $253K
|
34.6K
$855K
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
8.05KNew |
$205K - $212K
|
8.05K
$199K
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.33K+ 4.85% |
$187K - $193K
|
158K
$3.91M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
4.81K+ 1.11% |
$122K - $127K
|
439K
$10.8M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.62K+ 2.18% |
$118K - $122K
|
217K
$5.36M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.47K+ 2.55% |
$114K - $118K
|
180K
$4.44M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.35K+ 0.55% |
$111K - $115K
|
800K
$19.8M
|
|
May 02, 2022
Q1 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
2.98K+ 15.93% |
$75.9K - $78.6K
|
21.7K
$536K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.21K+ 24.73% |
$56.3K - $58.3K
|
11.2K
$276K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.97KNew |
$50.3K - $52.1K
|
1.97K
$48.8K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.88K+ 162.47% |
$47.9K - $49.7K
|
3.04K
$75.2K
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.84KNew |
$46.7K - $48.4K
|
1.84K
$45.3K
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
BUY
|
- |
1.74K+ 2.65% |
$44.2K - $45.8K
|
67.2K
$1.66M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.7KNew |
$43.2K - $44.7K
|
1.7K
$41.9K
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.66K+ 2.64% |
$42.4K - $43.9K
|
64.8K
$1.6M
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.48KNew |
$37.6K - $38.9K
|
1.48K
$36.4K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
725+ 0.41% |
$18.5K - $19.1K
|
178K
$4.4M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
676+ 2.57% |
$17.2K - $17.8K
|
27K
$668K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
500New |
$12.7K - $13.2K
|
500
$12.4K
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
413+ 0.69% |
$10.5K - $10.9K
|
60.7K
$1.5M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
337+ 3.15% |
$8.58K - $8.89K
|
11K
$272K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
249New |
$6.34K - $6.57K
|
249
$6.15K
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
192+ 0.27% |
$4.89K - $5.06K
|
70.8K
$1.75M
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
134New |
$3.41K - $3.53K
|
134
$3.31K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
100+ 0.25% |
$2.55K - $2.64K
|
40.4K
$999K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
72+ 6.13% |
$1.83K - $1.9K
|
1.25K
$30.8K
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-77- 0.46% |
$1.96K - $2.03K
|
16.8K
$416K
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-82Closed |
$2.09K - $2.16K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-309- 0.22% |
$7.87K - $8.15K
|
141K
$3.5M
|