Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-375- 1.11% |
$8.82K - $9.3K
|
33.3K
$822K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-443- 5.05% |
$10.4K - $11K
|
8.34K
$206K
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-608- 6.92% |
$14.3K - $15.1K
|
8.18K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-863- 4.34% |
$20.3K - $21.4K
|
19K
$469K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-978- 9.79% |
$23K - $24.2K
|
9.02K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.38K- 86.18% |
$32.4K - $34.2K
|
221
$5.45K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.46K- 10.54% |
$34.3K - $36.1K
|
12.4K
$305K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.69K- 2.84% |
$39.8K - $42K
|
58.1K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.9K- 61.29% |
$44.7K - $47.2K
|
1.2K
$29.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.23K- 3.6% |
$52.4K - $55.3K
|
59.7K
$1.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.35K- 70.23% |
$55.3K - $58.3K
|
997
$24.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.4K- 28.35% |
$56.4K - $59.4K
|
6.06K
$149K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.49K- 3.69% |
$58.4K - $61.6K
|
64.8K
$1.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-2.7K- 4.83% |
$63.4K - $66.9K
|
53.2K
$1.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.82K- 10.57% |
$66.3K - $69.9K
|
23.8K
$588K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.88K- 21.91% |
$67.6K - $71.3K
|
10.3K
$253K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.94K- 9.75% |
$69.1K - $72.9K
|
27.2K
$671K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.2K- 0.34% |
$75.3K - $79.4K
|
928K
$22.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.3K- 37.46% |
$77.7K - $81.9K
|
5.52K
$136K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.48K- 3.44% |
$81.9K - $86.3K
|
97.6K
$2.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
SELL
|
- |
-3.76K- 11.25% |
$88.3K - $93.1K
|
29.6K
$731K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-4.29K- 4.89% |
$101K - $106K
|
83.4K
$2.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.48K- 5.12% |
$105K - $111K
|
83.1K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.14K- 1.4% |
$121K - $128K
|
362K
$8.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.68K- 1.28% |
$134K - $141K
|
438K
$10.8M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.64K- 2.69% |
$156K - $165K
|
240K
$5.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-6.87K- 2.4% |
$162K - $170K
|
280K
$6.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.51K- 3.0% |
$224K - $236K
|
308K
$7.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-9.7K- 51.99% |
$228K - $240K
|
8.96K
$221K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-10.3K- 4.75% |
$242K - $256K
|
207K
$5.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.7K- 3.46% |
$253K - $266K
|
300K
$7.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-11.1K- 23.14% |
$260K - $274K
|
36.8K
$907K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-11.3K- 16.72% |
$265K - $279K
|
56K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-12.1K- 10.04% |
$284K - $299K
|
108K
$2.67M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-12.2K- 13.07% |
$287K - $302K
|
81.1K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.8K- 2.94% |
$324K - $342K
|
455K
$11.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-14.7K- 37.31% |
$347K - $365K
|
24.8K
$611K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-17.6K- 6.29% |
$414K - $437K
|
262K
$6.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18.6K- 2.78% |
$437K - $461K
|
651K
$16M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-23.8K- 6.4% |
$560K - $591K
|
349K
$8.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-31.5K- 2.82% |
$741K - $781K
|
1.09M
$26.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-41.7K- 20.41% |
$980K - $1.03M
|
163K
$4.01M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44.2K- 7.44% |
$1.04M - $1.09M
|
549K
$13.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-44.2K- 8.08% |
$1.04M - $1.1M
|
503K
$12.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-48.8K- 8.07% |
$1.15M - $1.21M
|
556K
$13.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-70.2K- 21.73% |
$1.65M - $1.74M
|
253K
$6.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-112K- 26.17% |
$2.64M - $2.78M
|
316K
$7.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-118K- 93.01% |
$2.77M - $2.92M
|
8.86K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-138K- 52.56% |
$3.25M - $3.43M
|
125K
$3.08M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-141K- 48.57% |
$3.32M - $3.5M
|
149K
$3.68M
|