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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Top investors of First Tr Exchng Traded Fd Vi tcw unconstrai stock
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 | 7.3M | $180M | 65% | Mar 2024 |
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| LPL Financial | 7.0M | $173M | 24% | Mar 2024 |
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| Morgan Stanley | 5.7M | $140M | 55% | Mar 2024 |
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| Bank of America Corporation | 3.3M | $82M | 22% | Mar 2024 |
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| Royal Bank of Canada | 2.4M | $60M | 17% | Mar 2024 |
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| Harbour Investments | 2.4M | $59M | 15% | Dec 2023 |
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| Envestnet Asset Management | 2.1M | $51M | 63% | Mar 2024 |
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| Advisor Group Holdings | 1.5M | $36M | 59% | Mar 2024 |
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| Branch Banking & Trust Company | 1.3M | $31M | 23% | Mar 2024 |
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| Commonwealth Equity Services | 1.2M | $29M | 68% | Mar 2024 |
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| Aptus Capital Advisors | 1.2M | $29M | 73% | Mar 2024 |
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| Apollon Wealth Management | 1.1M | $28M | 29% | Mar 2024 |
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| Csenge Advisory Group | 1.1M | $28M | 8% | Mar 2024 |
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| Larson Financial Group | 1.0M | $25M | -5% | Mar 2024 |
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| Wagner Wealth Management | 1.0M | $25M | 52992% | Mar 2024 |
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| Visionary Wealth Advisors | 932k | $23M | 10% | Mar 2024 |
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| EdgeRock Capital | 847k | $21M | 1% | Mar 2024 |
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| Integrated Wealth Concepts | 802k | $20M | 1% | Mar 2024 |
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| Bensler | 757k | $19M | 8% | Mar 2024 |
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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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| Honkamp Krueger Financial Services | 607k | $15M | 100% | Mar 2024 |
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| Financial Advocates Investment Management | 601k | $15M | 90% | Mar 2024 |
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| First Heartland Consultants | 589k | $15M | 145% | Mar 2024 |
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| HighTower Advisors | 584k | $14M | 6% | Mar 2024 |
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| Rehmann Capital Advisory | 564k | $14M | 48% | Mar 2024 |
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| JJJ Advisors | 564k | $14M | 1% | Mar 2024 |
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| Colony | 561k | $14M | -43% | Mar 2024 |
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| Tolleson Wealth Management | 552k | $14M | -59% | Mar 2024 |
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| SlateStone Wealth | 506k | $12M | 0% | Mar 2024 |
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| Park National Corp | 495k | $12M | 43% | Dec 2023 |
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| Wayne Hummer Investments | 494k | $12M | 23% | Mar 2024 |
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| Harwood Advisory | 484k | $12M | -4% | Mar 2024 |
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| Navalign | 473k | $12M | 141% | Mar 2024 |
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| Great Point Wealth Advisors | 472k | $12M | -40% | Mar 2024 |
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| Philip James Wealth Mangement | 471k | $12M | 5% | Mar 2024 |
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| Raymond James & Associates | 455k | $11M | 35% | Mar 2024 |
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| Arkadios Wealth Advisors | 433k | $11M | -1% | Mar 2024 |
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| Stifel Financial | 408k | $10M | 11% | Mar 2024 |
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| Private Advisor | 407k | $10M | 25% | Mar 2024 |
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| IFP Advisors | 399k | $9.9M | 1071% | Dec 2023 |
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| Mariner Wealth Advisors | 390k | $9.6M | 9% | Mar 2024 |
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| Mutual Advisors | 386k | $9.5M | 58% | Mar 2024 |
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| Financial Futures Ltd Liability | 378k | $9.3M | 12% | Mar 2024 |
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| Regal Investment Advisors | 373k | $9.2M | 2% | Mar 2024 |
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| Captrust Financial Advisors | 368k | $9.1M | -22% | Mar 2024 |
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| Janney Montgomery Scott | 361k | $8.9M | 4% | Mar 2024 |
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| Jpmorgan Chase & Co | 350k | $8.6M | 39% | Mar 2024 |
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| First Pacific Financial | 346k | $8.5M | -1% | Mar 2024 |
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| Steward Partners Investment Advisory | 344k | $8.4M | 14% | Mar 2024 |
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| Chicago Partners Investment | 340k | $8.2M | 4% | Mar 2024 |
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| XML Financial | 298k | $7.3M | 7% | Mar 2024 |
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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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| CoreCap Advisors | 280k | $6.9M | 1% | Dec 2023 |
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| Baird Financial | 278k | $6.9M | 86% | Dec 2023 |
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| Bleakley Financial Group | 275k | $6.8M | 5% | Mar 2024 |
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| N.E.W. Advisory Services | 273k | $6.7M | 15% | Mar 2024 |
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| Sigma Planning | 273k | $6.7M | 77% | Mar 2024 |
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| Western Wealth Management | 271k | $6.7M | -4% | Mar 2024 |
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| Total Clarity Wealth Management | 269k | $6.6M | 19% | Mar 2024 |
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| Sawtooth Asset Management | 262k | $6.5M | 2% | Dec 2023 |
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| Etesian Wealth Advisors | 260k | $6.4M | 8% | Mar 2024 |
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| Beaumont Financial Advisors | 258k | $6.4M | -2% | Mar 2024 |
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| Mather Group | 254k | $6.3M | 0% | Mar 2024 |
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| Beacon Financial | 251k | $6.2M | -6% | Mar 2024 |
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| Mach-1 Financial Group | 240k | $5.9M | 8% | Mar 2024 |
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| Lee Financial Group Hawaii | 237k | $5.8M | 1% | Mar 2024 |
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| Certified Advisory Corp | 234k | $5.8M | 14% | Mar 2024 |
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| GSG Advisors | 231k | $5.7M | 11% | Mar 2024 |
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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 | 208k | $5.1M | 0% | Mar 2024 |
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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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| Geneos Wealth Management | 186k | $4.6M | -19% | Mar 2024 |
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| Oppenheimer & Co | 170k | $4.2M | 13% | 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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| Us Bancorp | 163k | $4.0M | 14% | Mar 2024 |
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| Thrivent Financial for Lutherans | 153k | $3.8M | 19% | Mar 2024 |
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| Vantage Financial Partners | 148k | $3.6M | 100% | Mar 2024 |
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| Wells Fargo & Company | 130k | $3.2M | 12332% | Mar 2024 |
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| Ashton Thomas Private Wealth | 126k | $3.1M | 160% | Mar 2024 |
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| PFG Advisors | 125k | $3.1M | 15% | Mar 2024 |
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| Creative Financial Designs | 125k | $3.1M | 48% | Mar 2024 |
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| Econ Financial Services Corp | 124k | $3.1M | 273% | Mar 2024 |
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| H D Vest Advisory Services | 123k | $3.0M | 0% | Mar 2024 |
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| Crumly & Associates | 115k | $2.8M | -2% | Mar 2024 |
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| Lunt Capital Management | 114k | $2.8M | 17% | Mar 2024 |
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| Intl Fcstone | 114k | $2.8M | 3% | Mar 2024 |
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| Envestnet Portfolio Solutions | 112k | $2.8M | 42% | Mar 2024 |
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| BlackDiamond Wealth Management | 104k | $2.6M | -4% | Mar 2024 |
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| Kestra Advisory Services | 103k | $2.5M | 21% | Dec 2023 |
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| Private Advisory | 102k | $2.5M | 100% | Mar 2024 |
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| Wilbanks Smith & Thomas Asset Management | 102k | $2.5M | 4% | Mar 2024 |
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| Redhawk Wealth Advisors | 99k | $2.4M | 8% | Mar 2024 |
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| Sumitomo Mitsui Financial | 98k | $2.4M | 100% | Mar 2024 |
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| Private Capital Management | 95k | $2.4M | 9% | Dec 2023 |
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| Holistic Financial Partners | 92k | $2.3M | 100% | Mar 2024 |
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| Pine Valley Investments Ltd Liability | 90k | $2.2M | -2% | Mar 2024 |
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| Bridgeworth | 90k | $2.2M | 36% | Dec 2023 |
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| Sequent Planning | 88k | $2.2M | 100% | Mar 2024 |
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| WESPAC Advisors | 88k | $2.2M | 5% | Mar 2024 |
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| Northwest Capital Management | 83k | $2.0M | 0% | Mar 2024 |
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| Onyx Bridge Wealth Group | 81k | $2.0M | 100% | Mar 2024 |
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| MBE Wealth Management | 81k | $2.0M | -32% | Mar 2024 |
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| United Advisor Group | 79k | $1.9M | 238% | Mar 2024 |
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| Assetmark | 78k | $1.9M | 16% | Mar 2024 |
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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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| D.A. Davidson & Co. | 68k | $1.7M | 10% | Mar 2024 |
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| Apollon Financial | 68k | $1.7M | 100% | Mar 2024 |
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| Brian McDonald | 66k | $1.6M | 63% | Mar 2024 |
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| Goodman Advisory Group | 65k | $1.6M | 630% | Mar 2024 |
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| Authentikos Wealth Advisory | 63k | $1.6M | 19% | Mar 2024 |
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| Kingsview Wealth Management | 60k | $1.5M | 9% | Mar 2024 |
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| Institutional & Family Asset Management | 60k | $1.5M | 100% | Mar 2024 |
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| tru Independence | 58k | $1.4M | -31% | Mar 2024 |
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| EWG Elevate | 56k | $1.4M | 0% | Mar 2024 |
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| Ergawealth Advisors | 55k | $1.4M | -3% | Mar 2024 |
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| Asset Allocation Strategies | 53k | $1.3M | 100% | Mar 2024 |
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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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| Atria Wealth Solutions | 50k | $1.2M | -16% | 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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| Private Portfolio Partners | 47k | $1.2M | 8% | Mar 2024 |
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| Advisor Resource Council | 46k | $1.1M | -65% | Mar 2024 |
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| Resources Investment Advisors | 43k | $1.1M | 115% | Mar 2024 |
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| Private Client Services | 42k | $1.0M | 8% | Mar 2024 |
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| Braun-Bostich & Associates | 41k | $1.0M | -30% | Mar 2024 |
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| Virtue Capital Management | 40k | $982k | -38% | Mar 2024 |
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| Nbc Securities | 39k | $959k | 3% | Mar 2024 |
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| CFO4Life | 34k | $838k | -63% | Mar 2024 |
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| Root Financial Partners | 34k | $836k | -5% | Mar 2024 |
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| First Trust Advisors | 32k | $789k | 265% | Mar 2024 |
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| Q3 Asset Management | 31k | $750k | 3% | Mar 2024 |
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| Blackhawk Capital Partners | 29k | $717k | 2% | Mar 2024 |
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| Fagan Associates | 28k | $698k | 22% | Mar 2024 |
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| Columbia Advisory Partners | 28k | $690k | 133% | Mar 2024 |
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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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| Integrys Wealth Advisors | 22k | $542k | -29% | Mar 2024 |
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| Stratos Wealth Advisors | 17k | $427k | -98% | Mar 2024 |
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| AE Wealth Management | 9.6k | $237k | -97% | Mar 2024 |
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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 |
| Legacy Capital Wealth Partners | Sep 2023 | 60k | $1.4M |
| Fundamentun | Dec 2023 | 37k | $910k |
| Fi3 FINANCIAL ADVISORS | Dec 2023 | 28k | $692k |