Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.15M+ 765.54% |
$28.1M - $28.7M
|
1.3M
$32.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
896K+ 21.28% |
$22M - $22.4M
|
5.11M
$127M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
879KNew |
$21.5M - $21.9M
|
879K
$21.8M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
705KNew |
$17.3M - $17.6M
|
705K
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
619K+ 19.34% |
$15.2M - $15.4M
|
3.82M
$94.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
618K+ 1040.07% |
$15.1M - $15.4M
|
677K
$16.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
616K+ 43.01% |
$15.1M - $15.4M
|
2.05M
$50.8M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
557KNew |
$13.7M - $13.9M
|
557K
$13.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
453K+ 3.78% |
$11.1M - $11.3M
|
12.4M
$308M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
428K+ 521.98% |
$10.5M - $10.7M
|
510K
$12.7M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
420K+ 168.64% |
$10.3M - $10.5M
|
669K
$16.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
398K+ 115.85% |
$9.74M - $9.92M
|
741K
$18.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
344K+ 3.92% |
$8.44M - $8.59M
|
9.13M
$226M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
329K+ 54.67% |
$8.07M - $8.21M
|
931K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
285K+ 897.67% |
$6.98M - $7.1M
|
316K
$7.85M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
282K+ 2751.53% |
$6.91M - $7.04M
|
292K
$7.25M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
281K+ 182.29% |
$6.9M - $7.02M
|
436K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
278K+ 565.8% |
$6.82M - $6.94M
|
327K
$8.12M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
273KNew |
$6.69M - $6.81M
|
273K
$6.77M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
237KNew |
$5.8M - $5.91M
|
237K
$5.87M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
219K+ 12.34% |
$5.38M - $5.48M
|
2M
$49.6M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
207KNew |
$5.07M - $5.16M
|
207K
$5.13M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
198K+ 774.77% |
$4.86M - $4.95M
|
224K
$5.55M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
181K+ 45.4% |
$4.43M - $4.51M
|
580K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
180KNew |
$4.41M - $4.49M
|
180K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
176K+ 86.35% |
$4.32M - $4.4M
|
381K
$9.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
172KNew |
$4.22M - $4.3M
|
172K
$4.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
159K+ 7.73% |
$3.89M - $3.97M
|
2.22M
$55M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
147K+ 26.55% |
$3.6M - $3.66M
|
699K
$17.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
128K+ 76.65% |
$3.14M - $3.19M
|
295K
$7.32M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
125K+ 6.81% |
$3.07M - $3.12M
|
1.96M
$48.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
121K+ 26.42% |
$2.98M - $3.03M
|
581K
$14.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
119K+ 96.61% |
$2.93M - $2.98M
|
243K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
111K+ 26.39% |
$2.71M - $2.76M
|
530K
$13.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
109K+ 11.69% |
$2.67M - $2.72M
|
1.04M
$25.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
104KNew |
$2.54M - $2.58M
|
104K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
103K+ 40.78% |
$2.53M - $2.58M
|
357K
$8.84M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
101K+ 4.7% |
$2.47M - $2.51M
|
2.24M
$55.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
98.4K+ 133.57% |
$2.41M - $2.46M
|
172K
$4.27M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
92.2K+ 6.22% |
$2.26M - $2.3M
|
1.57M
$39M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
85K+ 55.55% |
$2.08M - $2.12M
|
238K
$5.91M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
79.2K+ 36.12% |
$1.94M - $1.98M
|
298K
$7.4M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
78.5K+ 55.67% |
$1.92M - $1.96M
|
220K
$5.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
76.3K+ 122.51% |
$1.87M - $1.9M
|
139K
$3.44M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
74.1K+ 6.2% |
$1.82M - $1.85M
|
1.27M
$31.5M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
73.9KNew |
$1.81M - $1.84M
|
73.9K
$1.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
70.3K+ 27.14% |
$1.72M - $1.75M
|
329K
$8.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
69.3K+ 142.41% |
$1.7M - $1.73M
|
118K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
66.4KNew |
$1.63M - $1.66M
|
66.4K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
66.2K+ 15.63% |
$1.62M - $1.65M
|
490K
$12.1M
|