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 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
596New |
$14.6K - $14.9K
|
596
$14.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
534+ 6.24% |
$13.1K - $13.3K
|
9.09K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
527New |
$12.9K - $13.1K
|
527
$13.1K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
488New |
$12K - $12.2K
|
488
$12.1K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
461New |
$11.3K - $11.5K
|
461
$11.4K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
280+ 10.17% |
$6.86K - $6.99K
|
3.03K
$75.2K
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
200+ 1.18% |
$4.9K - $4.99K
|
17.2K
$426K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
190+ 1.52% |
$4.66K - $4.74K
|
12.7K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
171+ 1.12% |
$4.19K - $4.27K
|
15.4K
$383K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
157+ 0.97% |
$3.85K - $3.92K
|
16.4K
$405K
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
112+ 1.07% |
$2.74K - $2.79K
|
10.6K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
90New |
$2.21K - $2.25K
|
90
$2.23K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
85New |
$2.08K - $2.12K
|
85
$2.11K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
79New |
$1.94K - $1.97K
|
79
$1.96K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
43+ 0.04% |
$1.05K - $1.07K
|
104K
$2.58M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
33+ 3.67% |
$809 - $823
|
931
$23.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
29+ 0.29% |
$711 - $724
|
10.1K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10+ 0.08% |
$245 - $250
|
13.2K
$326K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1+ 0.92% |
$24.5 - $25
|
110
$2.73K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.01% |
$24.5 - $25
|
16K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-68- 0.82% |
$1.67K - $1.7K
|
8.26K
$205K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-121- 25.0% |
$2.96K - $3.02K
|
363
$9K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-161- 1.28% |
$3.94K - $4.02K
|
12.4K
$308K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-170- 0.05% |
$4.17K - $4.24K
|
358K
$8.88M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-370- 3.57% |
$9.07K - $9.23K
|
10K
$248K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-446- 2.88% |
$10.9K - $11.1K
|
15K
$373K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-483- 0.15% |
$11.8K - $12.1K
|
324K
$8.02M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-525- 2.48% |
$12.9K - $13.1K
|
20.6K
$512K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-560- 9.4% |
$13.7K - $14K
|
5.4K
$134K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-609- 3.67% |
$14.9K - $15.2K
|
16K
$397K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-706- 6.38% |
$17.3K - $17.6K
|
10.4K
$257K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-723- 89.7% |
$17.7K - $18K
|
83
$2.06K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-735- 8.27% |
$18K - $18.3K
|
8.15K
$202K
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-831- 3.42% |
$20.4K - $20.7K
|
23.4K
$581K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-971- 6.65% |
$23.8K - $24.2K
|
13.6K
$338K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-978- 3.38% |
$24K - $24.4K
|
28K
$693K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.05K- 2.51% |
$25.7K - $26.2K
|
40.7K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.06K- 4.23% |
$25.9K - $26.4K
|
23.9K
$594K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.12K- 6.72% |
$27.4K - $27.9K
|
15.5K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-1.17K- 2.3% |
$28.6K - $29.1K
|
49.6K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.53K- 0.69% |
$37.5K - $38.2K
|
220K
$5.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.6K- 34.38% |
$39.3K - $40K
|
3.06K
$75.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.62K- 15.4% |
$39.7K - $40.5K
|
8.91K
$221K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.71K- 13.78% |
$41.9K - $42.7K
|
10.7K
$266K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-1.92K- 0.76% |
$47K - $47.8K
|
252K
$6.25M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2K- 4.07% |
$49K - $49.9K
|
47.2K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.39K- 17.11% |
$58.5K - $59.6K
|
11.6K
$287K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.45K- 4.88% |
$60K - $61.1K
|
47.7K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.8K- 4.79% |
$68.6K - $69.9K
|
55.7K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.93K- 10.75% |
$71.7K - $73.1K
|
24.3K
$603K
|