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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
62.4KNew |
$1.53M - $1.56M
|
62.4K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
59.5K+ 14.89% |
$1.46M - $1.48M
|
459K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
59.3K+ 17.16% |
$1.45M - $1.48M
|
405K
$10M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
51K+ 7.44% |
$1.25M - $1.27M
|
736K
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49.3K+ 13.95% |
$1.21M - $1.23M
|
403K
$9.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
48.1K+ 94262.75% |
$1.18M - $1.2M
|
48.1K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
46.9K+ 11.45% |
$1.15M - $1.17M
|
456K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46KNew |
$1.13M - $1.15M
|
46K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
41.9K+ 26.54% |
$1.03M - $1.04M
|
200K
$4.95M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.8K+ 8.71% |
$1.02M - $1.04M
|
522K
$13M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
41.3K+ 4.9% |
$1.01M - $1.03M
|
884K
$21.9M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
38.1K+ 5.73% |
$934K - $951K
|
703K
$17.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
36.4K+ 17.65% |
$892K - $908K
|
243K
$6.02M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
32.7K+ 13.75% |
$802K - $817K
|
271K
$6.72M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31.4K+ 3153.26% |
$770K - $784K
|
32.4K
$804K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
31K+ 327.74% |
$759K - $773K
|
40.4K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
30.8K+ 267.29% |
$756K - $770K
|
42.4K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
30.6K+ 6.94% |
$750K - $764K
|
472K
$11.7M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
30.6K+ 13.6% |
$750K - $763K
|
256K
$6.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
30.5K+ 15.64% |
$747K - $760K
|
225K
$5.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
29.2K+ 5.36% |
$715K - $728K
|
574K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
29KNew |
$710K - $723K
|
29K
$718K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
27.8KNew |
$681K - $693K
|
27.8K
$689K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
26.3KNew |
$646K - $657K
|
26.3K
$653K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
25.8K+ 140.97% |
$633K - $645K
|
44.2K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.4K+ 5.79% |
$621K - $633K
|
464K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.5K+ 90.86% |
$601K - $612K
|
51.5K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
23K+ 37.36% |
$564K - $575K
|
84.7K
$2.1M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
22.8KNew |
$558K - $569K
|
22.8K
$565K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
22.5K+ 25.69% |
$551K - $561K
|
110K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
22.4K+ 12.4% |
$549K - $559K
|
203K
$5.04M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
22.2K+ 10.28% |
$543K - $553K
|
238K
$5.89M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
21.5K+ 5.06% |
$528K - $537K
|
447K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
20.1K+ 4.15% |
$492K - $501K
|
504K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
20KNew |
$491K - $500K
|
20K
$497K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20K+ 61.12% |
$489K - $498K
|
52.7K
$1.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
18.8K+ 73.42% |
$461K - $469K
|
44.4K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
18.3K+ 4.36% |
$448K - $456K
|
437K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
17.6K+ 5.21% |
$431K - $439K
|
355K
$8.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
16.7K+ 2.57% |
$409K - $416K
|
665K
$16.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
15.5KNew |
$379K - $386K
|
15.5K
$384K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
15.4K+ 6.08% |
$377K - $384K
|
269K
$6.67M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15K+ 0.21% |
$368K - $375K
|
7.25M
$180M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
14.3K+ 9.49% |
$350K - $357K
|
165K
$4.09M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13K+ 5.45% |
$318K - $324K
|
251K
$6.23M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.4K+ 0.99% |
$303K - $308K
|
1.26M
$31.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
12.2K+ 10.76% |
$298K - $303K
|
125K
$3.1M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
12.1K+ 74.06% |
$296K - $302K
|
28.4K
$705K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
12.1KNew |
$295K - $301K
|
12.1K
$299K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.6K+ 1.28% |
$285K - $290K
|
922K
$22.9M
|