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 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3.26K- 14.8% |
$79.8K - $81.2K
|
18.7K
$465K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.31K- 22.45% |
$81K - $82.5K
|
11.4K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.4K- 94.65% |
$83.3K - $84.8K
|
192
$4.76K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.54K- 12.51% |
$86.7K - $88.2K
|
24.7K
$614K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.66K- 17.7% |
$89.7K - $91.3K
|
17K
$422K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.76K- 18.26% |
$92.2K - $93.9K
|
16.8K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.93K- 1.69% |
$96.2K - $98K
|
229K
$5.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-3.95K- 23.04% |
$96.8K - $98.6K
|
13.2K
$327K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4K- 3.62% |
$98K - $99.8K
|
107K
$2.64M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.34K- 7.7% |
$106K - $108K
|
52K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.35K- 17.88% |
$107K - $108K
|
20K
$495K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-4.72K- 10.28% |
$116K - $118K
|
41.2K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-5.81K- 2.69% |
$142K - $145K
|
210K
$5.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-6.51K- 37.13% |
$160K - $162K
|
11K
$274K
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
SELL
|
- |
-6.92K- 24.18% |
$170K - $173K
|
21.7K
$538K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.02K- 4.37% |
$172K - $175K
|
154K
$3.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-7.3K- 10.12% |
$179K - $182K
|
64.9K
$1.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.57K- 14.7% |
$185K - $189K
|
43.9K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-7.86K- 2.49% |
$193K - $196K
|
308K
$7.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.67K- 6.64% |
$212K - $216K
|
122K
$3.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-8.89K- 47.51% |
$218K - $222K
|
9.82K
$244K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-9.6K- 2.2% |
$235K - $240K
|
427K
$10.6M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-12.4K- 3.75% |
$305K - $311K
|
319K
$7.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.5K- 6.46% |
$307K - $313K
|
181K
$4.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-13.5K- 1.85% |
$330K - $336K
|
714K
$17.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-14K- 42.43% |
$343K - $350K
|
19K
$471K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-14.2K- 28.93% |
$348K - $354K
|
34.9K
$865K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-15.5K- 3.92% |
$380K - $387K
|
380K
$9.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-16.4K- 17.09% |
$401K - $409K
|
79.5K
$1.97M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-17.5K- 25.51% |
$428K - $436K
|
51K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-18.3K- 4.21% |
$449K - $457K
|
416K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-18.4K- 44.86% |
$450K - $458K
|
22.6K
$560K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-18.9K- 16.49% |
$462K - $470K
|
95.5K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-18.9K- 11.71% |
$463K - $471K
|
142K
$3.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-20.6K- 61.31% |
$505K - $515K
|
13K
$323K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-23.4K- 15.5% |
$574K - $584K
|
128K
$3.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-26.7K- 7.75% |
$654K - $666K
|
318K
$7.88M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-28.9K- 9.22% |
$707K - $720K
|
284K
$7.05M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.7K- 83.39% |
$729K - $742K
|
5.93K
$147K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-30.4K- 23.77% |
$745K - $759K
|
97.6K
$2.42M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-44.6K- 16.06% |
$1.09M - $1.11M
|
233K
$5.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-46K- 14.05% |
$1.13M - $1.15M
|
282K
$6.98M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-51.5K- 6.56% |
$1.26M - $1.29M
|
733K
$18.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-51.7K- 76.45% |
$1.27M - $1.29M
|
15.9K
$395K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-56K- 61.91% |
$1.37M - $1.4M
|
34.5K
$854K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-59.5K- 80.18% |
$1.46M - $1.48M
|
14.7K
$364K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-61K- 33.07% |
$1.49M - $1.52M
|
123K
$3.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-66.6K- 64.61% |
$1.63M - $1.66M
|
36.5K
$905K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-72.7K- 83.5% |
$1.78M - $1.81M
|
14.4K
$356K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-80.5K- 11.89% |
$1.97M - $2.01M
|
596K
$14.8M
|