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 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
11.6K+ 78.34% |
$284K - $289K
|
26.4K
$654K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.6K+ 19.5% |
$284K - $289K
|
70.9K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.4KNew |
$279K - $284K
|
11.4K
$282K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.1K+ 3.52% |
$272K - $277K
|
326K
$8.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
10.6K+ 12.3% |
$261K - $266K
|
97.2K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.4K+ 7.21% |
$255K - $259K
|
155K
$3.84M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
10K+ 0.86% |
$246K - $251K
|
1.18M
$29.4M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
9.9K+ 4.1% |
$242K - $247K
|
251K
$6.23M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
9.84KNew |
$241K - $246K
|
9.84K
$244K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9.67K+ 2.6% |
$237K - $241K
|
382K
$9.47M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.6K+ 3.68% |
$235K - $239K
|
270K
$6.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9.43K+ 1.31% |
$231K - $235K
|
731K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.38K+ 3.43% |
$230K - $234K
|
283K
$7.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
9.27KNew |
$227K - $231K
|
9.27K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.26K+ 17.17% |
$227K - $231K
|
63.2K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
8.49K+ 4.17% |
$208K - $212K
|
212K
$5.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.26KNew |
$202K - $206K
|
8.26K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
8.17K+ 39.53% |
$200K - $204K
|
28.8K
$715K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.75K+ 4.77% |
$190K - $193K
|
170K
$4.22M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.35K+ 0.92% |
$180K - $183K
|
811K
$20.1M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
6.55K+ 49.63% |
$161K - $163K
|
19.8K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
5K+ 53.19% |
$123K - $125K
|
14.4K
$357K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.98K+ 4.13% |
$122K - $124K
|
125K
$3.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.97K+ 131.51% |
$122K - $124K
|
8.75K
$217K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.91K+ 1.03% |
$120K - $122K
|
481K
$11.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
4.85K+ 5.03% |
$119K - $121K
|
101K
$2.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.76K+ 36.95% |
$117K - $119K
|
17.6K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.45K+ 4.5% |
$109K - $111K
|
103K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.37K+ 1.46% |
$107K - $109K
|
305K
$7.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
4.27K+ 6.89% |
$105K - $107K
|
66.3K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.08KNew |
$100K - $102K
|
4.08K
$101K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.74K+ 5.09% |
$91.7K - $93.4K
|
77.3K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.11K+ 1.07% |
$76.2K - $77.6K
|
294K
$7.28M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.89K+ 9.0% |
$70.8K - $72.1K
|
35K
$868K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.77K+ 0.98% |
$67.9K - $69.2K
|
287K
$7.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.71K+ 16.39% |
$66.4K - $67.6K
|
19.3K
$477K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.46KNew |
$60.3K - $61.4K
|
2.46K
$61K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.42K+ 14.1% |
$59.2K - $60.3K
|
19.5K
$485K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.29K+ 13.87% |
$56.2K - $57.2K
|
18.8K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2.26K+ 3.48% |
$55.4K - $56.4K
|
67.2K
$1.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.2K+ 76.96% |
$54K - $55K
|
5.07K
$126K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.19K+ 81.68% |
$53.6K - $54.6K
|
4.87K
$121K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
1.93K+ 1.69% |
$47.2K - $48.1K
|
116K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.76K+ 6.54% |
$43K - $43.8K
|
28.6K
$710K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.51K+ 2.02% |
$36.9K - $37.6K
|
76K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.28K+ 12.47% |
$31.5K - $32K
|
11.6K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1.08K+ 1.32% |
$26.4K - $26.9K
|
82.8K
$2.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
921+ 1.65% |
$22.6K - $23K
|
56.7K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
832+ 3.64% |
$20.4K - $20.8K
|
23.7K
$588K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
637+ 0.61% |
$15.6K - $15.9K
|
105K
$2.61M
|