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 |
---|---|---|---|---|---|
UBS Group | 4.4M | $110M | 166% | Dec 2023 |
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Bank of America Corporation | 2.7M | $67M | 52% | Dec 2023 |
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Harbour Investments | 2.4M | $59M | 15% | Dec 2023 |
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Royal Bank of Canada | 2.1M | $51M | 11% | Dec 2023 |
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Tolleson Wealth Management | 1.4M | $34M | 397% | Dec 2023 |
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Larson Financial Group | 1.1M | $27M | -3% | Dec 2023 |
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Branch Banking & Trust Company | 1.0M | $26M | 61% | Dec 2023 |
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Wagner Wealth Management | 1.0M | $25M | 52992% | Mar 2024 |
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Colony | 985k | $24M | 100% | Dec 2023 |
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Advisor Group Holdings | 928k | $23M | 0% | Dec 2023 |
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Apollon Wealth Management | 884k | $22M | 54% | Dec 2023 |
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Visionary Wealth Advisors | 846k | $21M | -21% | Dec 2023 |
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EdgeRock Capital | 839k | $21M | 100% | Dec 2023 |
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Great Point Wealth Advisors | 783k | $19M | 25% | Dec 2023 |
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Commonwealth Equity Services | 705k | $17M | 13% | Dec 2023 |
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Bensler | 700k | $17M | 5% | Dec 2023 |
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TruWealth Advisors | 681k | $17M | 2% | Mar 2024 |
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Dynamic Advisors Solutions | 644k | $16M | 7% | Mar 2024 |
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Commonwealth Financial Services | 640k | $16M | 47% | Dec 2023 |
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Cyndeo Wealth Partners | 636k | $16M | 2% | Mar 2024 |
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Cambridge Investment Research Advisors | 619k | $15M | 34% | Mar 2024 |
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JJJ Advisors | 564k | $14M | 1% | Mar 2024 |
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HighTower Advisors | 549k | $14M | -7% | Dec 2023 |
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SlateStone Wealth | 506k | $12M | 0% | Mar 2024 |
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Harwood Advisory | 503k | $12M | -8% | Dec 2023 |
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Park National Corp | 495k | $12M | 43% | Dec 2023 |
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Captrust Financial Advisors | 475k | $12M | 14% | Dec 2023 |
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Navalign | 473k | $12M | 141% | Mar 2024 |
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Raymond James & Associates | 455k | $11M | 35% | Mar 2024 |
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Philip James Wealth Mangement | 450k | $11M | 100% | Dec 2023 |
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Arkadios Wealth Advisors | 438k | $11M | -1% | Dec 2023 |
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Wayne Hummer Investments | 401k | $9.9M | 8% | Dec 2023 |
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IFP Advisors | 399k | $9.9M | 1071% | Dec 2023 |
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Stifel Financial | 369k | $9.1M | 81% | Dec 2023 |
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Mariner Wealth Advisors | 358k | $8.9M | 0% | Dec 2023 |
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Janney Montgomery Scott | 348k | $8.6M | 43% | Dec 2023 |
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First Pacific Financial | 346k | $8.5M | -1% | Mar 2024 |
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Chicago Partners Investment | 340k | $8.2M | 4% | Mar 2024 |
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Financial Futures Ltd Liability | 337k | $8.3M | 6% | Dec 2023 |
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Private Advisor | 326k | $8.1M | 1% | Dec 2023 |
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Financial Advocates Investment Management | 316k | $7.8M | -26% | Dec 2023 |
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AE Wealth Management | 314k | $7.7M | -33% | Dec 2023 |
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Steward Partners Investment Advisory | 300k | $7.4M | -3% | Dec 2023 |
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Simplicity Wealth | 298k | $7.3M | 100% | Mar 2024 |
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PFG Financial Advisors | 297k | $7.3M | 6% | Mar 2024 |
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Western Wealth Management | 283k | $7.0M | 6% | Dec 2023 |
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CoreCap Advisors | 280k | $6.9M | 1% | Dec 2023 |
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Baird Financial | 278k | $6.9M | 86% | Dec 2023 |
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N.E.W. Advisory Services | 273k | $6.7M | 15% | Mar 2024 |
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Total Clarity Wealth Management | 269k | $6.6M | 19% | Mar 2024 |
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Beacon Financial | 269k | $6.6M | 102% | Dec 2023 |
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Beaumont Financial Advisors | 262k | $6.5M | -6% | Dec 2023 |
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Sawtooth Asset Management | 262k | $6.5M | 2% | Dec 2023 |
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Bleakley Financial Group | 262k | $6.5M | 2% | Dec 2023 |
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Etesian Wealth Advisors | 260k | $6.4M | 8% | Mar 2024 |
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Mather Group | 254k | $6.3M | 0% | Mar 2024 |
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Jpmorgan Chase & Co | 253k | $6.3M | -22% | Dec 2023 |
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Mutual Advisors | 244k | $6.0M | 3% | Dec 2023 |
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First Heartland Consultants | 240k | $5.9M | -3% | Dec 2023 |
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Lee Financial Group Hawaii | 237k | $5.8M | 1% | Mar 2024 |
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GSG Advisors | 231k | $5.7M | 11% | Mar 2024 |
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Geneos Wealth Management | 230k | $5.7M | 9% | Dec 2023 |
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Mach-1 Financial Group | 223k | $5.5M | -45% | Dec 2023 |
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Walkner Condon Financial Advisors | 222k | $5.5M | -29% | Mar 2024 |
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Twin Peaks Wealth Advisors | 217k | $5.3M | 3% | Mar 2024 |
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BKA Wealth Consulting | 213k | $5.2M | 42% | Mar 2024 |
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Elevated Capital Advisors | 213k | $5.2M | 7% | Mar 2024 |
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Fermata Advisors | 209k | $5.1M | 100% | Mar 2024 |
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Madison Asset Management | 207k | $5.1M | -5% | Dec 2023 |
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Certified Advisory Corp | 205k | $5.1M | 1% | Dec 2023 |
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Raymond James Financial Services Advisors | 204k | $5.0M | 158% | Mar 2024 |
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O'Connor Financial Group | 186k | $4.6M | 9% | Mar 2024 |
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Ellenbecker Investment Group | 167k | $4.1M | 14% | Mar 2024 |
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Ameritas Advisory Services | 163k | $4.0M | -20% | Dec 2023 |
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Sigma Planning | 154k | $3.8M | -55% | Dec 2023 |
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Us Bancorp | 143k | $3.5M | 2782% | Dec 2023 |
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Ashton Thomas Private Wealth | 126k | $3.1M | 160% | Mar 2024 |
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H D Vest Advisory Services | 124k | $3.1M | 1239% | Dec 2023 |
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Crumly & Associates | 117k | $2.9M | 11% | Dec 2023 |
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Lunt Capital Management | 114k | $2.8M | 17% | Mar 2024 |
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Intl Fcstone | 111k | $2.8M | 7% | Dec 2023 |
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PFG Advisors | 109k | $2.7M | 5% | Dec 2023 |
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BlackDiamond Wealth Management | 108k | $2.7M | -10% | Dec 2023 |
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Kestra Advisory Services | 103k | $2.5M | 21% | Dec 2023 |
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Wilbanks Smith & Thomas Asset Management | 98k | $2.4M | -3% | Dec 2023 |
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Private Capital Management | 95k | $2.4M | 9% | Dec 2023 |
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Pine Valley Investments Ltd Liability | 92k | $2.3M | 13% | Dec 2023 |
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CFO4Life | 91k | $2.3M | 49% | Dec 2023 |
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Redhawk Wealth Advisors | 91k | $2.3M | 100% | Dec 2023 |
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Bridgeworth | 90k | $2.2M | 36% | Dec 2023 |
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WESPAC Advisors | 88k | $2.2M | 5% | Mar 2024 |
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Creative Financial Designs | 84k | $2.1M | 9830% | Dec 2023 |
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Northwest Capital Management | 83k | $2.0M | 0% | Mar 2024 |
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MBE Wealth Management | 81k | $2.0M | -32% | Mar 2024 |
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Envestnet Portfolio Solutions | 79k | $2.0M | 100% | Dec 2023 |
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Capital CS Group | 75k | $1.8M | 30% | Mar 2024 |
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Keel Point | 72k | $1.8M | 20% | Mar 2024 |
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Childress Capital Advisors | 71k | $1.7M | -12% | Mar 2024 |
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CWM | 71k | $1.7M | -15% | Mar 2024 |
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Assetmark | 68k | $1.7M | 6% | Dec 2023 |
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Virtue Capital Management | 65k | $1.6M | -4% | Dec 2023 |
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D.A. Davidson & Co. | 62k | $1.5M | 0% | Dec 2023 |
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Atria Wealth Solutions | 60k | $1.5M | -4% | Dec 2023 |
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Braun-Bostich & Associates | 58k | $1.4M | 100% | Dec 2023 |
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tru Independence | 58k | $1.4M | -31% | Mar 2024 |
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Ergawealth Advisors | 57k | $1.4M | 154% | Dec 2023 |
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EWG Elevate | 56k | $1.4M | 0% | Mar 2024 |
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Kingsview Wealth Management | 55k | $1.4M | 53% | Dec 2023 |
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Authentikos Wealth Advisory | 53k | $1.3M | -5% | Dec 2023 |
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Stratos Wealth Partners | 53k | $1.3M | -35% | Mar 2024 |
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Clear Creek Financial Management | 52k | $1.3M | 10% | Mar 2024 |
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CGC Financial Services | 49k | $1.2M | -92% | Mar 2024 |
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Capital Investment Advisory Services | 47k | $1.2M | -2% | Mar 2024 |
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Advisor Resource Council | 46k | $1.1M | -65% | Mar 2024 |
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Private Portfolio Partners | 44k | $1.1M | -1% | Dec 2023 |
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Nbc Securities | 39k | $959k | 3% | Mar 2024 |
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Private Client Services | 39k | $964k | 100% | Dec 2023 |
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Root Financial Partners | 34k | $836k | -5% | Mar 2024 |
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Econ Financial Services Corp | 33k | $824k | -1% | Dec 2023 |
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Q3 Asset Management | 31k | $750k | 3% | Mar 2024 |
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Blackhawk Capital Partners | 29k | $706k | 0% | Dec 2023 |
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Columbia Advisory Partners | 28k | $690k | 133% | Mar 2024 |
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Fi3 FINANCIAL ADVISORS | 28k | $692k | 100% | Dec 2023 |
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Flagship Harbor Advisors | 26k | $627k | -6% | Mar 2024 |
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Octavia Wealth Advisors | 25k | $620k | -95% | Mar 2024 |
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Global Retirement Partners | 24k | $587k | 0% | Mar 2024 |
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National Asset Management | 24k | $583k | 72% | Dec 2023 |
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United Advisor Group | 24k | $584k | 100% | Dec 2023 |
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Edge Financial Advisors | 23k | $577k | 100% | Mar 2024 |
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Fagan Associates | 23k | $573k | 47% | Dec 2023 |
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Integrys Wealth Advisors | 22k | $542k | -29% | Mar 2024 |
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Principal Securities | 21k | $530k | 100% | Dec 2023 |
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Silver Oak Securities | 20k | $502k | 1461% | Dec 2023 |
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HCR Wealth Advisors | 20k | $485k | 100% | Dec 2023 |
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Strategic Blueprint | 20k | $482k | -21% | Mar 2024 |
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Prospera Financial Services | 19k | $470k | -4% | Dec 2023 |
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Stratos Wealth Advisors | 17k | $427k | -98% | Mar 2024 |
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Signature Securities Group Corporation | 17k | $409k | -28% | Mar 2024 |
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Arete Wealth Advisors | 17k | $411k | 100% | Dec 2023 |
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Total Wealth Planning | 16k | $403k | 0% | Mar 2024 |
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CIC Wealth | 14k | $351k | -11% | Mar 2024 |
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Imprint Wealth | 13k | $330k | 10% | Dec 2023 |
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Grant/GrossMendelsohn | 13k | $326k | 0% | Mar 2024 |
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Steel Peak Wealth Management | 13k | $326k | -25% | Mar 2024 |
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Williams & Novak | 13k | $313k | 0% | Mar 2024 |
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Rockefeller Capital Management | 12k | $289k | 100% | Dec 2023 |
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McAdam | 11k | $281k | -8% | Mar 2024 |
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J.w. Cole Advisors | 11k | $262k | 0% | Dec 2023 |
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National Wealth Management Group | 11k | $261k | 100% | Dec 2023 |
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Creekmur Asset Management | 10k | $256k | 100% | Dec 2023 |
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Kestra Private Wealth Services | 10k | $254k | -22% | Dec 2023 |
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Goodman Advisory Group | 8.9k | $219k | -93% | Dec 2023 |
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HBK Sorce Advisory | 8.3k | $206k | -98% | Dec 2023 |
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AdvisorNet Financial | 201.00 | $4.9k | -100% | Mar 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 |
---|---|---|---|
Pitti Group Wealth Management | Dec 2023 | 349k | $8.6M |
Jane Street | Sep 2023 | 337k | $8.1M |
One Capital Management | Sep 2023 | 188k | $4.5M |
Citadel Advisors | Sep 2023 | 85k | $2.0M |
Sowell Financial Services | Sep 2023 | 55k | $1.3M |
Fundamentun | Dec 2023 | 37k | $910k |
Whittier Trust | Sep 2023 | 23k | $541k |
Mattern Wealth Management | Sep 2023 | 15k | $355k |
Alta Wealth Advisors | Sep 2023 | 12k | $288k |
Goldman Sachs Group | Sep 2023 | 12k | $275k |