Who owns First Tr Exchng Traded Fd Vi tcw unconstrai?
- Ticker: UCON
- CUSIP Number: 33740f888
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Analyze quarterly positions in First Tr Exchng Traded Fd Vi tcw unconstrai with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold First Tr Exchng Traded Fd Vi tcw unconstrai this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
LPL Financial | 10M | $259M | 27% | Sep 2024 |
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Morgan Stanley | 6.1M | $174M | 7% | Jun 2024 |
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Bank of America Corporation | 3.9M | $97M | 8% | Sep 2024 |
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Harbour Investments | 3.4M | $86M | 20% | Sep 2024 |
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Wells Fargo & Company | 3.3M | $83M | 257% | Sep 2024 |
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Royal Bank of Canada | 3.0M | $76M | 29% | Sep 2024 |
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Envestnet Asset Management | 2.7M | $67M | 23% | Sep 2024 |
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HighTower Advisors | 2.0M | $49M | 244% | Jun 2024 |
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Wagner Wealth Management | 1.7M | $43M | 49% | Sep 2024 |
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Advisor Group Holdings | 1.6M | $40M | 7% | Sep 2024 |
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Aptus Capital Advisors | 1.5M | $38M | 29% | Sep 2024 |
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Commonwealth Equity Services | 1.4M | $34M | 18% | Sep 2024 |
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Branch Banking & Trust Company | 1.4M | $33M | 6% | Jun 2024 |
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Apollon Wealth Management | 1.3M | $33M | 4% | Sep 2024 |
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Jpmorgan Chase & Co | 1.2M | $31M | 133% | Sep 2024 |
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Csenge Advisory Group | 1.2M | $30M | 2% | Sep 2024 |
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Morling Financial Advisors | 1.2M | $29M | 32% | Sep 2024 |
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IFP Advisors | 1.1M | $28M | 81% | Jun 2024 |
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Raymond James & Associates | 1.1M | $28M | 85% | Sep 2024 |
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Cambridge Investment Research Advisors | 1.1M | $27M | 4% | Sep 2024 |
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Cetera Investment Advisers | 945k | $23M | 26% | Jun 2024 |
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Rehmann Capital Advisory | 922k | $23M | 51% | Sep 2024 |
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EdgeRock Capital | 900k | $23M | 1% | Sep 2024 |
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Bensler | 887k | $22M | 9% | Sep 2024 |
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Larson Financial Group | 849k | $21M | -6% | Sep 2024 |
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Dynamic Advisors Solutions | 841k | $21M | 4% | Sep 2024 |
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Integrated Wealth Concepts | 812k | $20M | -1% | Sep 2024 |
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Commonwealth Financial Services | 727k | $18M | 4% | Sep 2024 |
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TruWealth Advisors | 716k | $18M | 2% | Sep 2024 |
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Park National Corp | 713k | $18M | 3% | Sep 2024 |
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Cyndeo Wealth Partners | 662k | $17M | 1% | Sep 2024 |
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Wright Fund Managment | 660k | $17M | 100% | Sep 2024 |
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Capital Investment Advisory Services | 648k | $16M | 1263% | Sep 2024 |
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Kestra Private Wealth Services | 635k | $16M | 5252% | Sep 2024 |
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Colony | 613k | $15M | 9% | Sep 2024 |
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JJJ Advisors | 530k | $13M | -6% | Jun 2024 |
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Navalign | 522k | $13M | 3% | Sep 2024 |
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Great Point Wealth Advisors | 520k | $13M | 0% | Sep 2024 |
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Philip James Wealth Mangement | 504k | $13M | 4% | Sep 2024 |
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Raymond James Financial Services Advisors | 494k | $12M | -38% | Sep 2024 |
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SlateStone Wealth | 458k | $12M | -7% | Sep 2024 |
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Stifel Financial | 455k | $11M | 11% | Jun 2024 |
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Walkner Condon Financial Advisors | 453k | $11M | 95% | Sep 2024 |
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Kestra Advisory Services | 450k | $11M | 22% | Sep 2024 |
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Harwood Advisory | 447k | $11M | -4% | Sep 2024 |
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Financial Futures Ltd Liability | 435k | $11M | 5% | Sep 2024 |
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Christopher J. Hasenberg | 434k | $11M | 100% | Sep 2024 |
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Mariner Wealth Advisors | 433k | $11M | 4% | Sep 2024 |
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Private Advisor | 427k | $11M | -1% | Sep 2024 |
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Janney Montgomery Scott | 409k | $10M | 4% | Sep 2024 |
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Honkamp Krueger Financial Services | 390k | $9.5M | -36% | Jun 2024 |
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BKA Wealth Consulting | 383k | $9.6M | 14% | Sep 2024 |
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Chicago Partners Investment | 382k | $9.5M | 8% | Sep 2024 |
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Western Wealth Management | 369k | $9.3M | 38% | Sep 2024 |
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Etesian Wealth Advisors | 365k | $9.2M | 29% | Sep 2024 |
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Renaissance Technologies | 362k | $9.1M | 164% | Sep 2024 |
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Steward Partners Investment Advisory | 357k | $8.7M | 4% | Jun 2024 |
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CoreCap Advisors | 353k | $8.9M | 10% | Sep 2024 |
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Pitti Group Wealth Management | 349k | $8.6M | 0% | Sep 2024 |
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Tolleson Wealth Management | 342k | $8.6M | -38% | Sep 2024 |
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Certified Advisory Corp | 340k | $8.6M | 24% | Sep 2024 |
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First Pacific Financial | 334k | $8.4M | 0% | Sep 2024 |
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Ameritas Advisory Services | 331k | $8.3M | -4% | Sep 2024 |
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Goss Wealth Management | 330k | $8.1M | 2207% | Jun 2024 |
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Prospera Financial Services | 325k | $8.2M | 8% | Sep 2024 |
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PFG Financial Advisors | 316k | $7.9M | 6% | Sep 2024 |
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XML Financial | 300k | $7.5M | 0% | Sep 2024 |
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Visionary Wealth Advisors | 296k | $7.4M | -64% | Sep 2024 |
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Mach-1 Financial Group | 295k | $7.4M | 13% | Sep 2024 |
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Total Clarity Wealth Management | 290k | $7.3M | 9% | Sep 2024 |
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Beaumont Financial Advisors | 284k | $7.1M | 0% | Sep 2024 |
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Mather Group | 283k | $7.1M | 6% | Sep 2024 |
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Thrivent Financial for Lutherans | 275k | $6.9M | 80% | Sep 2024 |
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Bleakley Financial Group | 273k | $6.9M | -6% | Sep 2024 |
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Us Bancorp | 244k | $6.1M | 36% | Sep 2024 |
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Mml Investors Services | 243k | $6.1M | 24% | Sep 2024 |
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Sigma Planning | 242k | $6.1M | -4% | Sep 2024 |
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Captrust Financial Advisors | 239k | $6.0M | -4% | Sep 2024 |
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GSG Advisors | 237k | $6.0M | 1% | Sep 2024 |
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Twin Peaks Wealth Advisors | 223k | $5.6M | 1% | Sep 2024 |
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Equitable Holdings | 222k | $5.4M | 23% | Jun 2024 |
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Beacon Financial | 220k | $5.5M | -2% | Sep 2024 |
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Goldstone Financial Group | 215k | $5.4M | 100% | Sep 2024 |
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PFG Advisors | 211k | $5.3M | 68% | Sep 2024 |
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O'Connor Financial Group | 205k | $5.2M | 7% | Sep 2024 |
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Retirement Planning Group | 201k | $5.0M | -7% | Sep 2024 |
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Vantage Financial Partners | 198k | $4.8M | 34% | Jun 2024 |
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Geneos Wealth Management | 195k | $4.8M | 5% | Jun 2024 |
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Madison Asset Management | 193k | $4.9M | -1% | Sep 2024 |
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Ellenbecker Investment Group | 188k | $4.7M | 4% | Sep 2024 |
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Oppenheimer & Co | 179k | $4.5M | 5% | Sep 2024 |
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Redhawk Wealth Advisors | 164k | $4.1M | 60% | Sep 2024 |
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Kovitz Investment Group Partners | 162k | $4.1M | 100% | Sep 2024 |
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Ashton Thomas Private Wealth | 161k | $4.1M | 9% | Sep 2024 |
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Keel Point | 159k | $4.0M | 119% | Jun 2024 |
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Hartland & Co | 151k | $3.8M | 30% | Sep 2024 |
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Legacy Investment Solutions | 149k | $3.7M | 100% | Sep 2024 |
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Legacy Wealth Managment | 149k | $3.7M | 100% | Sep 2024 |
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Mutual Advisors | 148k | $3.7M | -44% | Sep 2024 |
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Envestnet Portfolio Solutions | 148k | $3.7M | 11% | Sep 2024 |
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Fagan Associates | 146k | $3.7M | 25% | Sep 2024 |
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BlackDiamond Wealth Management | 142k | $3.5M | 36% | Jun 2024 |
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Atria Wealth Solutions | 139k | $3.5M | 62% | Sep 2024 |
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Regal Investment Advisors | 138k | $3.5M | -65% | Sep 2024 |
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Lunt Capital Management | 128k | $3.2M | 8% | Sep 2024 |
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Per Stirling Capital Management | 127k | $3.2M | 100% | Sep 2024 |
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Kingsview Wealth Management | 125k | $3.1M | 64% | Sep 2024 |
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H D Vest Advisory Services | 124k | $3.0M | 1% | Jun 2024 |
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Intl Fcstone | 124k | $3.1M | 69% | Sep 2024 |
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Spectrum Wealth Advisory Group | 124k | $3.1M | 100% | Sep 2024 |
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Susquehanna International | 115k | $2.9M | 395% | Sep 2024 |
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Archetype Wealth Partners | 113k | $2.8M | 2% | Sep 2024 |
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TrueWealth Advisors | 111k | $2.8M | 100% | Sep 2024 |
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Holistic Financial Partners | 111k | $2.8M | 0% | Sep 2024 |
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Fifth Third Securities | 108k | $2.7M | -3% | Sep 2024 |
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Sequent Planning | 103k | $2.5M | 17% | Jun 2024 |
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Defined Wealth Management | 96k | $2.4M | 3% | Sep 2024 |
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First Heartland Consultants | 94k | $2.4M | -13% | Sep 2024 |
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Brian McDonald | 93k | $2.3M | 16% | Sep 2024 |
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Pine Valley Investments Ltd Liability | 90k | $2.3M | 0% | Sep 2024 |
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Private Capital Management | 89k | $2.2M | 0% | Jun 2024 |
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Onyx Bridge Wealth Group | 88k | $2.2M | 7% | Sep 2024 |
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Sumitomo Mitsui Financial | 85k | $2.1M | -13% | Sep 2024 |
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Apollon Financial | 83k | $2.1M | 4% | Sep 2024 |
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N.E.W. Advisory Services | 82k | $2.0M | -72% | Sep 2024 |
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Assetmark | 81k | $2.0M | 92% | Sep 2024 |
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Capital CS Group | 79k | $2.0M | 4% | Sep 2024 |
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Elevated Capital Advisors | 78k | $2.0M | -63% | Sep 2024 |
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D.A. Davidson & Co. | 73k | $1.8M | 7% | Jun 2024 |
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Legacy Capital Wealth Partners | 72k | $1.8M | 9% | Sep 2024 |
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tru Independence | 68k | $1.7M | 11% | Sep 2024 |
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CWM | 66k | $1.7M | 4% | Sep 2024 |
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Savant Capital Management | 65k | $1.6M | -17% | Sep 2024 |
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United Advisor Group | 65k | $1.6M | 1% | Sep 2024 |
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Private Client Services | 61k | $1.5M | 37% | Sep 2024 |
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Authentikos Wealth Advisory | 61k | $1.5M | 100% | Sep 2024 |
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Institutional & Family Asset Management | 59k | $1.4M | 0% | Jun 2024 |
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EWG Elevate | 59k | $1.5M | -1% | Sep 2024 |
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WESPAC Advisors | 57k | $1.4M | 4% | Sep 2024 |
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Northwest Capital Management | 56k | $1.4M | -2% | Sep 2024 |
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Clear Creek Financial Management | 53k | $1.3M | -1% | Sep 2024 |
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First Trust Advisors | 52k | $1.3M | 63% | Sep 2024 |
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Columbia Advisory Partners | 50k | $1.3M | 1% | Sep 2024 |
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Atria Investments | 49k | $1.2M | 101% | Sep 2024 |
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Wayne Hummer Investments | 49k | $1.2M | -90% | Sep 2024 |
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Nbc Securities | 49k | $1.2M | 22% | Sep 2024 |
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Private Portfolio Partners | 48k | $1.2M | -1% | Sep 2024 |
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Stratos Wealth Partners | 47k | $1.2M | 2% | Sep 2024 |
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Silver Oak Securities | 47k | $1.2M | 431% | Sep 2024 |
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Williams & Novak | 38k | $966k | -32% | Sep 2024 |
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MBE Wealth Management | 37k | $931k | -55% | Sep 2024 |
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Asset Allocation Strategies | 27k | $678k | -49% | Sep 2024 |
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Simplicity Wealth | 22k | $557k | -93% | Sep 2024 |
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National Asset Management | 17k | $437k | -80% | Sep 2024 |
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Econ Financial Services Corp | 9.0k | $227k | -93% | Sep 2024 |
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Who sold out of First Tr Exchng Traded Fd Vi tcw unconstrai?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Citadel Advisors | Jun 2024 | 543k | $13M |
Jane Street | Jun 2024 | 256k | $6.3M |
Crumly & Associates | Jun 2024 | 121k | $2.9M |