Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
13.4K+ 3.18% |
$352K - $356K
|
434K
$10.6M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.5KNew |
$327K - $331K
|
12.5K
$305K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.6K+ 83.65% |
$304K - $308K
|
25.4K
$622K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.8K+ 6.82% |
$284K - $287K
|
169K
$4.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.4K+ 1.04% |
$274K - $278K
|
1.02M
$25M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
10.2K+ 64.68% |
$267K - $270K
|
25.9K
$635K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
8.84K+ 13.63% |
$232K - $235K
|
73.7K
$1.81M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.52K+ 3.2% |
$224K - $226K
|
275K
$6.74M
|
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
7.85K+ 14.98% |
$206K - $209K
|
60.2K
$1.48M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.54K+ 6.64% |
$198K - $201K
|
121K
$2.97M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.11K+ 131.42% |
$160K - $162K
|
10.8K
$264K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.75K+ 0.65% |
$151K - $153K
|
893K
$21.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
5.57K+ 42.39% |
$146K - $148K
|
18.7K
$459K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4.81KNew |
$126K - $128K
|
4.81K
$118K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.1K+ 6.17% |
$108K - $109K
|
70.6K
$1.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.76K+ 1.58% |
$72.4K - $73.3K
|
177K
$4.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.35K+ 0.63% |
$61.8K - $62.6K
|
375K
$9.19M
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.08K+ 1.12% |
$54.5K - $55.2K
|
188K
$4.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.98K+ 12.08% |
$52K - $52.7K
|
18.4K
$450K
|
|
|
Jan 25, 2022
Q4 2021
|
Q3 Asset Management
|
BUY
|
- |
1.23K+ 1.6% |
$32.3K - $32.7K
|
77.9K
$1.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.13K+ 5.64% |
$29.8K - $30.2K
|
21.2K
$520K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.08K+ 1123.96% |
$28.3K - $28.7K
|
1.18K
$28.8K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
835+ 2.11% |
$21.9K - $22.2K
|
40.3K
$988K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
375New |
$9.85K - $9.97K
|
375
$9.19K
|
|
|
Jan 21, 2022
Q4 2021
|
First Pacific Financial
|
BUY
|
- |
298+ 0.46% |
$7.83K - $7.92K
|
65.5K
$1.61M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
137+ 0.38% |
$3.6K - $3.64K
|
36.1K
$886K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
82New |
$2.15K - $2.18K
|
82
$2.01K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
80+ 148.15% |
$2.1K - $2.13K
|
134
$3.28K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58+ 0.35% |
$1.52K - $1.54K
|
16.5K
$404K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
46+ 0.48% |
$1.21K - $1.22K
|
9.62K
$236K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
28New |
$735 - $745
|
28
$686
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.09% |
$26.3 - $26.6
|
1.16K
$28.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-125- 1.05% |
$3.28K - $3.32K
|
11.8K
$289K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-300- 1.19% |
$7.88K - $7.98K
|
24.9K
$610K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-608- 5.38% |
$16K - $16.2K
|
10.7K
$262K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-660- 2.44% |
$17.3K - $17.5K
|
26.4K
$646K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-769- 3.15% |
$20.2K - $20.4K
|
23.6K
$579K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-984- 4.5% |
$25.8K - $26.2K
|
20.9K
$511K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.2K- 14.01% |
$31.5K - $31.9K
|
7.37K
$181K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.12K- 15.08% |
$55.6K - $56.3K
|
11.9K
$292K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.33K- 57.88% |
$61.2K - $61.9K
|
1.7K
$41.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.65K- 6.31% |
$69.5K - $70.4K
|
39.3K
$964K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.27K- 7.17% |
$112K - $113K
|
55.3K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.27K- 7.17% |
$112K - $113K
|
55.3K
$1.35M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.43K- 49.56% |
$116K - $118K
|
4.51K
$111K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.34K- 22.44% |
$140K - $142K
|
18.4K
$452K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.75K- 5.21% |
$177K - $179K
|
123K
$3.01M
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-11.9K- 13.69% |
$314K - $318K
|
75.3K
$1.85M
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-54.4K- 6.26% |
$1.43M - $1.45M
|
814K
$19.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-73.7KClosed |
$1.94M - $1.96M
|
0
$0
|