Purchases and Sales Made in Q1 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.2K+ 5.4% |
$554K - $573K
|
453K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
20.5K+ 12.86% |
$490K - $508K
|
180K
$4.42M
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
20.3K+ 28.19% |
$484K - $501K
|
92.2K
$2.26M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
19.5KNew |
$465K - $481K
|
19.5K
$477K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.5K+ 9.58% |
$442K - $458K
|
212K
$5.19M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18.1KNew |
$433K - $448K
|
18.1K
$444K
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
16.4KNew |
$391K - $405K
|
16.4K
$402K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.3KNew |
$388K - $402K
|
16.3K
$398K
|
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
16.2K+ 5.04% |
$387K - $400K
|
338K
$8.28M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
15.8KNew |
$377K - $390K
|
15.8K
$387K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
15.5KNew |
$371K - $384K
|
15.5K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.3KNew |
$366K - $379K
|
15.3K
$376K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
15.3K+ 35.43% |
$366K - $379K
|
58.6K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.8KNew |
$329K - $340K
|
13.8K
$337K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
13.4K+ 24.32% |
$319K - $330K
|
68.3K
$1.67M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13.3KNew |
$317K - $329K
|
13.3K
$326K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
13K+ 38.53% |
$311K - $322K
|
46.8K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.9K+ 5.35% |
$309K - $320K
|
255K
$6.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
12.6K+ 19.95% |
$300K - $311K
|
75.6K
$1.85M
|
|
|
May 09, 2023
Q1 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
11.9KNew |
$284K - $294K
|
11.9K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.9K+ 7.8% |
$260K - $269K
|
150K
$3.69M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
9.22K+ 29.26% |
$220K - $228K
|
40.8K
$999K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.95KNew |
$214K - $221K
|
8.95K
$219K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.13K+ 3.06% |
$194K - $201K
|
274K
$6.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.02K+ 15.46% |
$191K - $198K
|
59.9K
$1.47M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.97K+ 17.03% |
$166K - $172K
|
47.9K
$1.17M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.54K+ 42.55% |
$156K - $162K
|
21.9K
$537K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.58K+ 14.39% |
$133K - $138K
|
44.3K
$1.09M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.45K+ 12.37% |
$130K - $135K
|
49.5K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.43K+ 11.03% |
$129K - $134K
|
54.6K
$1.34M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.28K+ 1.33% |
$126K - $131K
|
402K
$9.85M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.26K+ 4.48% |
$125K - $130K
|
123K
$3M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.67K+ 29.0% |
$112K - $116K
|
20.8K
$510K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.29K+ 39.22% |
$102K - $106K
|
15.2K
$373K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3.82K+ 306.66% |
$91.3K - $94.5K
|
5.07K
$124K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.17KNew |
$75.7K - $78.4K
|
3.17K
$77.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.89K+ 1.68% |
$68.9K - $71.3K
|
175K
$4.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.54K+ 5.55% |
$60.5K - $62.7K
|
48.2K
$1.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
2.32K+ 1.81% |
$55.5K - $57.4K
|
131K
$3.2M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.06KNew |
$49.1K - $50.8K
|
2.06K
$50.4K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.02K+ 13.47% |
$48.3K - $50K
|
17K
$417K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.75KNew |
$41.8K - $43.3K
|
1.75K
$43K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.61KNew |
$38.3K - $39.7K
|
1.61K
$39.4K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.42K+ 2.76% |
$33.9K - $35.1K
|
52.8K
$1.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
933+ 1.4% |
$22.3K - $23.1K
|
67.8K
$1.66M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
694+ 4.0% |
$16.6K - $17.2K
|
18K
$442K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
500New |
$11.9K - $12.4K
|
500
$12.3K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
402+ 0.62% |
$9.6K - $9.94K
|
65.7K
$1.61M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
375+ 0.08% |
$8.95K - $9.27K
|
449K
$11M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
277New |
$6.61K - $6.85K
|
277
$6.79K
|